Follow-up that depends on someone noticing a form is not a pipeline. Missed calls, duplicate records, and source fields that nobody trusts do not stay in ops. They show up as slow follow-up and a pipeline you cannot steer.
Duplicates split history
A booked call that cannot find the original form becomes a new person. The source dies. The previous conversation dies. Automation then fires twice, or not at all.
Optional identity is a follow-up problem
If phone, email, and payment id are optional, write-back is optional. Sales works from a record that does not know the conversation happened. Cleaning that is not hygiene theatre. It is how a booked call becomes a visible opportunity with the original source still attached.
What to refuse
Do not add more follow-up sequences on top of near-duplicates. Map the object sales actually works from. Then attach the events.