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

Mia Müller

Assigned to Muster Vorsorge Basel AG for CHF 90.00 · to answer, replacement window closed

Email
mia.mueller@example.com
Phone
+41 79 007 65 08
Address
4051 Basel (BS)
Product
Life
Source
Website form

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (079), normalised to +41 79 007 65 08.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 4051 fits Basel-Stadt (BS).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Basel AG
    Life in BS: 1 eligible broker; Muster Vorsorge Basel AG (1 of 15 used, 14 left).
  4. Sent to CRM

    Pipedrive person and deal "Life lead #229" for Muster Vorsorge Basel 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": "Mia Müller",
            "email": [
              {
                "label": "home",
                "value": "mia.mueller@example.com",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41790076508",
                "primary": true
              }
            ],
            "postal_address": "4051 Basel"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Vorsorge Basel AG",
            "stage": "New lead",
            "title": "Life lead #229: Mia Müller (BS)",
            "value": 90,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "BS",
              "source": "Website form",
              "lead_id": 229,
              "product": "Life",
              "postcode": "4051",
              "received_at": "2026-10-15T10:05:57.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }