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

Jan Zimmermann

Assigned to Muster Vorsorge Bern AG for CHF 90.00

Email
jan.zimmermann3@icloud.example
Phone
+41 78 008 72 58
Address
3007 Bern (BE)
Product
Life
Source
Website form

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (078), normalised to +41 78 008 72 58.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 3007 fits Bern (BE).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Bern AG
    Life in BE: 1 eligible broker; Muster Vorsorge Bern AG (1 of 25 used, 24 left).
  4. Sent to CRM

    Pipedrive person and deal "Life lead #208" 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": "Jan Zimmermann",
        "email": [
          {
            "label": "home",
            "value": "jan.zimmermann3@icloud.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41780087258",
            "primary": true
          }
        ],
        "postal_address": "3007 Bern"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Vorsorge Bern AG",
        "stage": "New lead",
        "title": "Life lead #208: Jan Zimmermann (BE)",
        "value": 90,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "BE",
          "source": "Website form",
          "lead_id": 208,
          "product": "Life",
          "postcode": "3007",
          "received_at": "2026-10-13T19:06:26.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}