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

Stefan Zürcher

Assigned to Muster Leben Zürichsee AG for CHF 60.00

Email
stefan.zuercher@exmaple.com
Phone
+41 79 007 83 95
Address
8004 Zürich (ZH)
Product
Supplementary (VVG)
Source
Website form

Steps

  1. Received
  2. 1 warning
    • pass Phone Swiss mobile number (079), normalised to +41 79 007 83 95.
    • warning Email Possible typo in "exmaple.com". Did you mean stefan.zuercher@example.com?
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 8004 fits Zürich (ZH).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Leben Zürichsee AG
    VVG in ZH: 2 eligible brokers; Muster Leben Zürichsee AG had the fewest leads today (0 of 15 used, 15 left).
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #214" for Muster Leben Zürichsee 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": "Stefan Zürcher",
        "email": [
          {
            "label": "home",
            "value": "stefan.zuercher@exmaple.com",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41790078395",
            "primary": true
          }
        ],
        "postal_address": "8004 Zürich"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Leben Zürichsee AG",
        "stage": "New lead",
        "title": "VVG lead #214: Stefan Zürcher (ZH)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "ZH",
          "source": "Website form",
          "lead_id": 214,
          "product": "Supplementary (VVG)",
          "postcode": "8004",
          "received_at": "2026-10-14T11:10:16.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}