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

Paolo Bernasconi

Replaced by lead #252

Email
paolobernasconi16@example.org
Phone
+41 91 000 21 30
Address
9100 Mendrisio (TI)
Product
Supplementary (VVG)
Source
Website form

Steps

  1. Received
  2. 1 warning
    • pass Phone Swiss landline (091), normalised to +41 91 000 21 30.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • warning Postcode Postcode 9100 is unusual for Ticino (TI), where postcodes start with 6xxx. Check the canton.
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Consulenza Ticino SA
    VVG in TI: 1 eligible broker; Muster Consulenza Ticino SA (0 of 8 used, 8 left).
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #215" for Muster Consulenza Ticino 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": "Paolo Bernasconi",
            "email": [
              {
                "label": "home",
                "value": "paolobernasconi16@example.org",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41910002130",
                "primary": true
              }
            ],
            "postal_address": "9100 Mendrisio"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Consulenza Ticino SA",
            "stage": "New lead",
            "title": "VVG lead #215: Paolo Bernasconi (TI)",
            "value": 60,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "TI",
              "source": "Website form",
              "lead_id": 215,
              "product": "Supplementary (VVG)",
              "postcode": "9100",
              "received_at": "2026-10-14T11:18:10.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }
  5. Credit CHF 60.00
  6. Replacement #252