A retry can create the same customer record twice
The CRM may create a customer record even when the automation does not receive confirmation. If the automation tries again, it can create a duplicate and send the team into manual cleanup.
| What should happen | What can go wrong | Why it matters |
|---|---|---|
| One customer submission creates one CRM record. | The automation tries again after the first record was already created. | The team has to find and clean up duplicates before they affect follow-up work. |
Pause automatic retries on this step and identify affected records.
Check whether the record already exists before trying again.
Add an alert for duplicate patterns and document how to recover.
This is an illustrative example of the report format—not a client result or a claim about a specific system.