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

Sandra Graf

Assigned to Muster Broker Zentral GmbH for CHF 60.00

Email
sandra.graf@gmail.example
Phone
+41 78 004 56 90
Address
8808 Pfäffikon SZ (SZ)
Product
Supplementary (VVG)
Source
Meta Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (078), normalised to +41 78 004 56 90.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 8808 fits Schwyz (SZ).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Broker Zentral GmbH
    VVG in SZ: 3 eligible brokers; Muster Broker Zentral GmbH had the fewest leads today (0 of 12 used, 12 left).
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #189" for Muster Broker Zentral 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": "Sandra Graf",
        "email": [
          {
            "label": "home",
            "value": "sandra.graf@gmail.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41780045690",
            "primary": true
          }
        ],
        "postal_address": "8808 Pfäffikon SZ"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Broker Zentral GmbH",
        "stage": "New lead",
        "title": "VVG lead #189: Sandra Graf (SZ)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "SZ",
          "source": "Meta Ads",
          "lead_id": 189,
          "product": "Supplementary (VVG)",
          "postcode": "8808",
          "received_at": "2026-10-12T17:23:48.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}