SDI Lab / Lead-gen automation Demo: brokers, people and numbers are made up. Data resets every night at 03:30.

Jan Moser

Assigned to Muster Vorsorge Bern AG for CHF 60.00 · to answer, replacement window closed

Email
jan.moser@bluewin.example
Phone
+41 75 000 14 62
Address
3011 Bern (BE)
Product
Supplementary (VVG)
Source
Meta Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (075), normalised to +41 75 000 14 62.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 3011 fits Bern (BE).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Bern AG
    VVG in BE: 1 eligible broker; Muster Vorsorge Bern AG (1 of 25 used, 24 left).
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #118" for Muster Vorsorge Bern AG. Simulated: no real Pipedrive is connected. This is the request that would be sent.

    {
      "requests": [
        {
          "url": "https://api.pipedrive.com/v1/persons",
          "body": {
            "name": "Jan Moser",
            "email": [
              {
                "label": "home",
                "value": "jan.moser@bluewin.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41750001462",
                "primary": true
              }
            ],
            "postal_address": "3011 Bern"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Vorsorge Bern AG",
            "stage": "New lead",
            "title": "VVG lead #118: Jan Moser (BE)",
            "value": 60,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "BE",
              "source": "Meta Ads",
              "lead_id": 118,
              "product": "Supplementary (VVG)",
              "postcode": "3011",
              "received_at": "2026-10-07T11:45:23.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }