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

Yves Cuendet

Assigned to Muster Conseil Romandie SA for CHF 60.00

Email
yves.cuendet@bluwin.example
Phone
+41 78 004 82 14
Address
2800 Delémont (JU)
Product
Supplementary (VVG)
Source
Google Ads

Steps

  1. Received
  2. 1 warning
    • pass Phone Swiss mobile number (078), normalised to +41 78 004 82 14.
    • warning Email Possible typo in "bluwin.example". Did you mean yves.cuendet@bluewin.example?
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 2800 fits Jura (JU).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Conseil Romandie SA
    VVG in JU: 2 eligible brokers; Muster Conseil Romandie SA had the fewest leads today (0 of 20 used, 20 left); tied with Muster Vorsorge Basel AG, lower broker id wins.
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #209" for Muster Conseil Romandie SA. Simulated: no real Pipedrive is connected. This is the request that would be sent.

    {
  "requests": [
    {
      "url": "https://api.pipedrive.com/v1/persons",
      "body": {
        "name": "Yves Cuendet",
        "email": [
          {
            "label": "home",
            "value": "yves.cuendet@bluwin.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41780048214",
            "primary": true
          }
        ],
        "postal_address": "2800 Delémont"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Conseil Romandie SA",
        "stage": "New lead",
        "title": "VVG lead #209: Yves Cuendet (JU)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "JU",
          "source": "Google Ads",
          "lead_id": 209,
          "product": "Supplementary (VVG)",
          "postcode": "2800",
          "received_at": "2026-10-14T05:07:25.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}