Plumbwell setup guide
Plumbwell checks every client account against your standard setup, tells you what drifted, and fixes the safe parts for you.
1. Install
Install Plumbwell from your CRM's app marketplace for all client accounts, including future ones. Then open it from the left menu of your team's main view.
2. Settings
- Your own account: the account alert emails are sent from and where the "Drift found" trigger starts. It is never checked.
- Time zone and schedule: every day or once a week, at the hour you pick. Or off, and scan by hand.
- Alert email: where alerts go, and the lowest severity that sends one right after a scan. The weekly summary goes out on the schedule's day.
- Monitored accounts: all of them (up to your plan's limit) or a list.
3. Build a standard
Open Standards > New standard, pick your best-configured client account and press Copy rules. You get one rule per custom field (with type and options), custom value, tag, pipeline (with its stages in order), calendar (with its booking settings), filled business profile field, published workflow and phone number check. Remove what is client-specific, set the severity of each rule, and choose:
- Custom values: must exist, must not be empty, or must equal a text.
- Business profile fields: must not be empty or must equal a value (for example the time zone).
- Users: must have access, optionally as admin (for example your support login).
Apply it to all monitored accounts or a list. You can have several standards (for example one per niche).
4. Scan and read the results
Press Scan now. Accounts lists the accounts that differ most first; open one to see each difference, what the standard says and what the account has. By rule shows every account that misses the same thing. Accept records an exception for one account with a note, so it stops counting. History shows each scan and what newly differed or got fixed.
5. Fix safely
Tick items (in an account, or whole rules in By rule) and press Preview fix. We read each account again and list exactly what would happen. Nothing is written yet.
- Created for you: missing custom fields, custom values and tags.
- Only when you tick the item: replacing a custom value's text or a business profile field.
- By hand (with a hint): pipelines and stages, calendars, workflows, users, phone numbers, field types and the options of an existing field.
Press Run. Every account gets a result per item. Undo removes what the fix created and restores what it replaced, only where nobody changed it since, for 30 days.
What can't be checked
Apps can't see workflow steps, texting registration status or connected integrations, and can't change pipelines. Plumbwell checks workflows by name and published status, phone numbers, and pipelines and stages, and says so in the app.
Workflows
The Drift found trigger starts a workflow in your own account for each client account with new differences after a scan, with the account name, the number of new differences, the highest severity and the top one. Filter on severity to page someone only for critical problems.
Help
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