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

Sandra Baumann

Assigned to Muster Vorsorge Basel AG for CHF 35.00

Email
sandra.baumann@bluewin.example
Phone
+41 78 007 37 00
Address
4500 Solothurn (SO)
Product
Car
Source
Google Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (078), normalised to +41 78 007 37 00.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 4500 fits Solothurn (SO).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Basel AG
    Car in SO: 1 eligible broker; Muster Vorsorge Basel AG (1 of 15 used, 14 left).
  4. Sent to CRM

    Pipedrive person and deal "Car lead #140" 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": "Sandra Baumann",
        "email": [
          {
            "label": "home",
            "value": "sandra.baumann@bluewin.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41780073700",
            "primary": true
          }
        ],
        "postal_address": "4500 Solothurn"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Vorsorge Basel AG",
        "stage": "New lead",
        "title": "Car lead #140: Sandra Baumann (SO)",
        "value": 35,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "SO",
          "source": "Google Ads",
          "lead_id": 140,
          "product": "Car",
          "postcode": "4500",
          "received_at": "2026-10-08T19:29:04.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}