Sales & CRM
CRM required-field guard
Required-field validation was a paid-tier CRM feature — so we built our own.
Engagement
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.