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

Yves Bonvin

Assigned to Muster Conseil Romandie SA for CHF 45.00 · to answer, replacement window closed

Email
yves.bonvin@bluewin.example
Phone
+41 75 007 06 22
Address
2000 Neuchâtel (NE)
Product
Basic health (KVG)
Source
Comparison partner
Duplicates
#397

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (075), normalised to +41 75 007 06 22.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 2000 fits Neuchâtel (NE).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Conseil Romandie SA
    KVG in NE: 1 eligible broker; Muster Conseil Romandie SA (0 of 20 used, 20 left).
  4. Sent to CRM

    Pipedrive person and deal "KVG lead #226" 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 Bonvin",
            "email": [
              {
                "label": "home",
                "value": "yves.bonvin@bluewin.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41750070622",
                "primary": true
              }
            ],
            "postal_address": "2000 Neuchâtel"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Conseil Romandie SA",
            "stage": "New lead",
            "title": "KVG lead #226: Yves Bonvin (NE)",
            "value": 45,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "NE",
              "source": "Comparison partner",
              "lead_id": 226,
              "product": "Basic health (KVG)",
              "postcode": "2000",
              "received_at": "2026-10-15T06:22:12.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }