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

Andrea Wyss

Assigned to Muster Broker Zentral GmbH for CHF 90.00

Email
andrea_wyss@example.com
Phone
+41 41 006 69 59
Address
6003 Luzern (LU)
Product
Life
Source
Meta Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss landline (041), normalised to +41 41 006 69 59.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 6003 fits Luzern (LU).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Broker Zentral GmbH
    Life in LU: 2 eligible brokers; Muster Broker Zentral GmbH had the fewest leads today (0 of 12 used, 12 left); tied with Muster Leben Zürichsee AG, lower broker id wins.
  4. Sent to CRM

    Pipedrive person and deal "Life lead #2" 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": "Andrea Wyss",
        "email": [
          {
            "label": "home",
            "value": "andrea_wyss@example.com",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41410066959",
            "primary": true
          }
        ],
        "postal_address": "6003 Luzern"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Broker Zentral GmbH",
        "stage": "New lead",
        "title": "Life lead #2: Andrea Wyss (LU)",
        "value": 90,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "LU",
          "source": "Meta Ads",
          "lead_id": 2,
          "product": "Life",
          "postcode": "6003",
          "received_at": "2026-09-29T09:54:09.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}