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 Vorsorge Bern AG for CHF 90.00

Email
martin_wyss@gmx.example
Phone
+41 75 009 49 95
Address
4600 Olten (SO)
Product
Life
Source
Meta Ads
Duplicates
#97

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (075), normalised to +41 75 009 49 95.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 4600 fits Solothurn (SO).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Bern AG
    Life in SO: 2 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (0 of 25 used, 25 left); tied with Muster Vorsorge Basel AG, lower broker id wins.
  4. Sent to CRM

    Pipedrive person and deal "Life lead #18" for Muster Vorsorge Bern 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@gmx.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41750094995",
            "primary": true
          }
        ],
        "postal_address": "4600 Olten"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Vorsorge Bern AG",
        "stage": "New lead",
        "title": "Life lead #18: Martin Wyss (SO)",
        "value": 90,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "SO",
          "source": "Meta Ads",
          "lead_id": 18,
          "product": "Life",
          "postcode": "4600",
          "received_at": "2026-09-30T09:25:52.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}