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

Beat Widmer

Assigned to Muster Finanz Zürich GmbH for CHF 35.00 · to answer, replacement window closed

Email
beat.widmer@example.com
Phone
+41 76 000 22 94
Address
5600 Lenzburg (AG)
Product
Car
Source
Website form

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (076), normalised to +41 76 000 22 94.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 5600 fits Aargau (AG).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Finanz Zürich GmbH
    Car in AG: 2 eligible brokers; Muster Finanz Zürich GmbH had the fewest leads today (1 of 30 used, 29 left); tied with Muster Vorsorge Basel AG, lower broker id wins.
  4. Sent to CRM

    Pipedrive person and deal "Car lead #153" for Muster Finanz Zürich GmbH. Simulated: no real Pipedrive is connected. This is the request that would be sent.

    {
      "requests": [
        {
          "url": "https://api.pipedrive.com/v1/persons",
          "body": {
            "name": "Beat Widmer",
            "email": [
              {
                "label": "home",
                "value": "beat.widmer@example.com",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41760002294",
                "primary": true
              }
            ],
            "postal_address": "5600 Lenzburg"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Finanz Zürich GmbH",
            "stage": "New lead",
            "title": "Car lead #153: Beat Widmer (AG)",
            "value": 35,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "AG",
              "source": "Website form",
              "lead_id": 153,
              "product": "Car",
              "postcode": "5600",
              "received_at": "2026-10-09T17:17:40.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }