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

Nina Meier

Assigned to Muster Vorsorge Basel AG for CHF 60.00

Email
nina.meier@hotmial.example
Phone
+41 79 002 38 95
Address
5000 Aarau (AG)
Product
Supplementary (VVG)
Source
Website form

Steps

  1. Received
  2. 1 warning
    • pass Phone Swiss mobile number (079), normalised to +41 79 002 38 95.
    • warning Email Possible typo in "hotmial.example". Did you mean nina.meier@hotmail.example?
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 5000 fits Aargau (AG).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Basel AG
    VVG in AG: 3 eligible brokers; Muster Vorsorge Basel AG had the fewest leads today (1 of 15 used, 14 left).
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #124" for Muster Vorsorge Basel 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": "Nina Meier",
        "email": [
          {
            "label": "home",
            "value": "nina.meier@hotmial.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41790023895",
            "primary": true
          }
        ],
        "postal_address": "5000 Aarau"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Vorsorge Basel AG",
        "stage": "New lead",
        "title": "VVG lead #124: Nina Meier (AG)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "AG",
          "source": "Website form",
          "lead_id": 124,
          "product": "Supplementary (VVG)",
          "postcode": "5000",
          "received_at": "2026-10-07T18:29:03.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}