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

Urs Kälin

Assigned to Muster Vorsorge Basel AG for CHF 45.00

Email
urs_kaelin@example.com
Phone
+41 75 003 40 16
Address
4410 Liestal (BL)
Product
Basic health (KVG)
Source
Website form

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (075), normalised to +41 75 003 40 16.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 4410 fits Basel-Landschaft (BL).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Basel AG
    KVG in BL: 1 eligible broker; Muster Vorsorge Basel AG (2 of 15 used, 13 left).
  4. Sent to CRM

    Pipedrive person and deal "KVG lead #233" 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": "Urs Kälin",
        "email": [
          {
            "label": "home",
            "value": "urs_kaelin@example.com",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41750034016",
            "primary": true
          }
        ],
        "postal_address": "4410 Liestal"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Vorsorge Basel AG",
        "stage": "New lead",
        "title": "KVG lead #233: Urs Kälin (BL)",
        "value": 45,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "BL",
          "source": "Website form",
          "lead_id": 233,
          "product": "Basic health (KVG)",
          "postcode": "4410",
          "received_at": "2026-10-15T17:04:12.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}