Independent case / interactive lab
B2B enquiry qualification and contact review
Synthetic equipment enquiries distinguish a new contact, an existing contact with a new request, a repeat event and a general question.
CRM lead routing lab
Browser-local rules · inspectable inputsLoading the demonstration…
Execution & evidence
What this case establishes.
The manual workflow ran in n8n and returned eight passing acceptance checks. Its record store is an in-execution demo object. The deliberate destination failure is a fixture, not a failed live API.
Scope and limitations
- Test enquiries are synthetic and contain no real customer contact details.
- A demo record store is distinguished from a live CRM connection.
- External replies and production record changes require a defined approval path.
Acceptance checks
- Recognize a repeat event without creating another opportunity.
- Keep a general enquiry as a contact-only update.
- Show the reason and missing information behind each route.
Technical references
References inform the design. They do not imply a connected account or an endorsement.
A bounded first engagement
Start with one clear outcome.
One channel, one CRM data model and a signed-off routing matrix. Channels, custom fields, languages and real reply behaviour are separate scope decisions.