# CRM required-field guard — case study

> Required-field validation was a paid-tier CRM feature — so we built our own. Weekly it scans every record across all data types; if fields are missing…

_Canonical: https://pingvin.dev/cases/crm-required-field-guard/_

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Sales & CRM

# CRM required-field guard

Required-field validation was a paid-tier CRM feature — so we built our own.

## Engagement

Industry

Sales & CRM

## About the product

Required-field validation was a paid-tier CRM feature — so we built our own. Weekly it scans every record across all data types; if fields are missing it tags each salesperson in Slack for their own records, listing exactly what to fix. Clean next week? No tag. Records can be marked 'ignore' straight from Slack.

## What we did

-   Weekly it scans every record across all data types; if fields are missing it tags each salesperson in Slack for their own records, listing exactly what to fix.
-   Clean next week?
-   No tag.
-   Records can be marked 'ignore' straight from Slack.

## Stack

-   N8N
-   CRM API
-   Slack

## Similar problem?

This work came out of the direction below.

-   [AI Automation & AgentsThe work your team keeps doing by hand, done by software instead.](/services/ai-automation/)