Worked demonstrations
See how a CRM problem can be handled
Two examples of the checks behind a small CRM change. Try different records to see why the exceptions matter.
These use made-up records and run a simplified model in your browser. They are not client projects or live HubSpot, Zoho or AI connections.
Example 1 / Lead follow-up
A new enquiry needs an owner and a follow-up
The problem
Enquiries arrive, but someone has to choose the owner, acknowledge the message and remember to follow up.
The change
Use a service-based owner rule, an agreed acknowledgement template and a task due three days later.
What needs checking
Missing contact details, repeated submissions and a service with no matching owner must be handled too.
Try an example record
Local demonstrationInput record
- sam@example.com
- Service
- Consultancy
- Processed before?
- No
- Received
- 15 October 2026, 10:00 UTC
- Assigned owner
- Alex
- Email action
- Use the agreed acknowledgement template
- Follow-up
- 18 Oct 2026, 10:00 UTC
- A matching owner and usable email are present.
- Create one follow-up task, due three calendar days later.
- Check current lead status before further follow-up.
Names and records are fictional. Nothing is emailed or saved. A real build also needs the right software plan, permissions and email settings.
Example 2 / Data checks
A connected step returns an empty or incorrect value
The problem
An enrichment or AI step is allowed to replace a field, even when it returns nothing or the request fails.
The change
Preserve the existing value when the result is missing or the request fails. Put valid-looking proposals in a review step.
What needs checking
A value can be present and still be wrong. Passing a format check does not establish that a new value is accurate.
Try a returned value
Local demonstrationInput values
- Current CRM value
- Professional services
- Returned value
- Empty
- Request status
- Completed
Keep the existing CRM value
The proposed value is empty. Do not overwrite information already in the CRM.
- Existing value retained
- Professional services
This demonstrates a validation rule, not an AI model or a live CRM repair. No record is changed.
Have a similar problem?
Tell us which tools you use and what happens now. We’ll agree the investigation and price before making changes.