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Audit Log

The Audit Log is a complete, tamper-evident chronological record of every action performed by team members in your workspace.


Opening the Audit Logโ€‹

Go to Reports โ†’ Audit Log in the sidebar.


What Is Loggedโ€‹

The audit log records:

CategoryExamples
Lead changesCreated, updated, deleted, stage changed, assigned
User actionsLogin, logout, password changed
Settings changesSMTP updated, branding changed, plan changed
Automation eventsAutomation created, run triggered, run failed
Form eventsForm created, form submitted
Team changesUser invited, user role changed, user removed
API accessAPI key created, revoked

Log Entry Detailsโ€‹

Each entry shows:

FieldDescription
TimestampWhen the action occurred
ActorWhich user performed the action (or "System" for automated events)
ActionWhat was done (e.g. "Lead Updated")
ResourceThe object affected (e.g. lead name, setting name)
IP AddressThe IP address of the actor
ChangesBefore/after values for updated fields

Filtering the Audit Logโ€‹

Filter by:

  • Actor โ€” a specific team member
  • Action Type โ€” a category of actions
  • Date Range โ€” a specific time period
  • Resource โ€” search for a specific lead or record

Exporting the Audit Logโ€‹

Click Export to download the filtered audit log as a CSV file for compliance purposes.


Retentionโ€‹

Audit log entries are retained indefinitely (or until the workspace is deleted). For high-volume workspaces, consider exporting logs periodically for offline storage.


Use Casesโ€‹

  • Compliance: Demonstrate to clients or auditors what changes were made and by whom
  • Debugging: Track down why a lead's data changed unexpectedly
  • Security: Review unusual login activity or bulk deletions
  • Accountability: See which team member took a specific action