Ursula Frei

Email: ursula.frei@example.com
Phone: +41 78 005 48 72
Address: 6060 Sarnen (OW)
Product: Supplementary (VVG)
Source: Website form

Steps

10.10.2026 15:07

Received
6 checks passed
- pass Phone Swiss mobile number (078), normalised to +41 78 005 48 72.
- pass Email Valid email address.
- pass Name Name present.
- pass Consent Consent to be contacted was given.
- pass Postcode Postcode 6060 fits Obwalden (OW).
- pass Duplicate No lead with the same phone or email in the last 30 days.
Assigned to Muster Broker Zentral GmbH

VVG in OW: 1 eligible broker; Muster Broker Zentral GmbH (0 of 12 used, 12 left).

Sent to CRM

Pipedrive person and deal "VVG lead #160" for Muster Broker Zentral GmbH.

{
  "requests": [
    {
      "url": "https://api.pipedrive.com/v1/persons",
      "body": {
        "name": "Ursula Frei",
        "email": [
          {
            "label": "home",
            "value": "ursula.frei@example.com",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41780054872",
            "primary": true
          }
        ],
        "postal_address": "6060 Sarnen"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Broker Zentral GmbH",
        "stage": "New lead",
        "title": "VVG lead #160: Ursula Frei (OW)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "OW",
          "source": "Website form",
          "lead_id": 160,
          "product": "Supplementary (VVG)",
          "postcode": "6060",
          "received_at": "2026-10-10T13:07:43.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}

13.10.2026 05:07

Broker: Wrong number
Credit CHF 60.00
Replacement #193