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

David Brunner

Assigned to Muster Leben Zürichsee AG for CHF 60.00 · to answer, replacement window closed

Email
david.brunner93@gmx.example
Phone
+41 78 002 68 57
Address
9500 Wil (SG)
Product
Supplementary (VVG)
Source
Website form

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (078), normalised to +41 78 002 68 57.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 9500 fits St. Gallen (SG).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Leben Zürichsee AG
    VVG in SG: 2 eligible brokers; Muster Leben Zürichsee AG had the fewest leads today (0 of 15 used, 15 left).
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #181" for Muster Leben Zürichsee 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": "David Brunner",
            "email": [
              {
                "label": "home",
                "value": "david.brunner93@gmx.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41780026857",
                "primary": true
              }
            ],
            "postal_address": "9500 Wil"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Leben Zürichsee AG",
            "stage": "New lead",
            "title": "VVG lead #181: David Brunner (SG)",
            "value": 60,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "SG",
              "source": "Website form",
              "lead_id": 181,
              "product": "Supplementary (VVG)",
              "postcode": "9500",
              "received_at": "2026-10-12T13:21:38.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }