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

Martin Wyss

Assigned to Muster Beratung Ostschweiz AG for CHF 60.00

Email
martin.wyss@hotmial.example
Phone
+41 79 006 48 67
Address
9000 St. Gallen (SG)
Product
Supplementary (VVG)
Source
Meta Ads

Steps

  1. Received
  2. 1 warning
    • pass Phone Swiss mobile number (079), normalised to +41 79 006 48 67.
    • warning Email Possible typo in "hotmial.example". Did you mean martin.wyss@hotmail.example?
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 9000 fits St. Gallen (SG).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Beratung Ostschweiz AG
    VVG in SG: 2 eligible brokers; Muster Beratung Ostschweiz AG had the fewest leads today (0 of 15 used, 15 left); tied with Muster Leben Zürichsee AG, lower broker id wins.
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #156" for Muster Beratung Ostschweiz 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": "Martin Wyss",
        "email": [
          {
            "label": "home",
            "value": "martin.wyss@hotmial.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41790064867",
            "primary": true
          }
        ],
        "postal_address": "9000 St. Gallen"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Beratung Ostschweiz AG",
        "stage": "New lead",
        "title": "VVG lead #156: Martin Wyss (SG)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "SG",
          "source": "Meta Ads",
          "lead_id": 156,
          "product": "Supplementary (VVG)",
          "postcode": "9000",
          "received_at": "2026-10-09T19:52:20.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}