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

Lea Kälin

Replaced by lead #273

Email
lea_kaelin36@bluewin.example
Phone
+41 79 009 24 16
Address
5600 Lenzburg (AG)
Product
Basic health (KVG)
Source
Website form

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (079), normalised to +41 79 009 24 16.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 5600 fits Aargau (AG).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Bern AG
    KVG in AG: 3 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (0 of 25 used, 25 left); tied with Muster Finanz Zürich GmbH, Muster Vorsorge Basel AG, lower broker id wins.
  4. Sent to CRM

    Pipedrive person and deal "KVG lead #241" for Muster Vorsorge Bern 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": "Lea Kälin",
            "email": [
              {
                "label": "home",
                "value": "lea_kaelin36@bluewin.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41790092416",
                "primary": true
              }
            ],
            "postal_address": "5600 Lenzburg"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Vorsorge Bern AG",
            "stage": "New lead",
            "title": "KVG lead #241: Lea Kälin (AG)",
            "value": 45,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "AG",
              "source": "Website form",
              "lead_id": 241,
              "product": "Basic health (KVG)",
              "postcode": "5600",
              "received_at": "2026-10-16T10:28:25.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }
  5. Credit CHF 45.00
  6. Replacement #273