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

Urs Kälin

Assigned to Muster Finanz Zürich GmbH for CHF 45.00 · to answer, replacement window closed

Email
urskaelin28@example.org
Phone
+41 78 004 70 76
Address
8808 Pfäffikon SZ (SZ)
Product
Basic health (KVG)
Source
Google Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (078), normalised to +41 78 004 70 76.
    • 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 Finanz Zürich GmbH
    KVG in SZ: 2 eligible brokers; Muster Finanz Zürich GmbH had the fewest leads today (1 of 30 used, 29 left); tied with Muster Broker Zentral GmbH, lower broker id wins.
  4. Sent to CRM

    Pipedrive person and deal "KVG lead #203" for Muster Finanz Zürich 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": "Urs Kälin",
            "email": [
              {
                "label": "home",
                "value": "urskaelin28@example.org",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41780047076",
                "primary": true
              }
            ],
            "postal_address": "8808 Pfäffikon SZ"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Finanz Zürich GmbH",
            "stage": "New lead",
            "title": "KVG lead #203: Urs Kälin (SZ)",
            "value": 45,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "SZ",
              "source": "Google Ads",
              "lead_id": 203,
              "product": "Basic health (KVG)",
              "postcode": "8808",
              "received_at": "2026-10-13T13:55:21.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }