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

Mathieu Mottier

Assigned to Muster Conseil Romandie SA for CHF 45.00

Email
mathieu_mottier@gmail.example
Phone
+41 26 000 55 28
Address
1700 Fribourg (FR)
Product
Basic health (KVG)
Source
Website form

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss landline (026), normalised to +41 26 000 55 28.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 1700 fits Fribourg (FR).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Conseil Romandie SA
    KVG in FR: 2 eligible brokers; Muster Conseil Romandie SA had the fewest leads today (1 of 20 used, 19 left).
  4. Sent to CRM

    Pipedrive person and deal "KVG lead #249" 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": "Mathieu Mottier",
        "email": [
          {
            "label": "home",
            "value": "mathieu_mottier@gmail.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41260005528",
            "primary": true
          }
        ],
        "postal_address": "1700 Fribourg"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Conseil Romandie SA",
        "stage": "New lead",
        "title": "KVG lead #249: Mathieu Mottier (FR)",
        "value": 45,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "FR",
          "source": "Website form",
          "lead_id": 249,
          "product": "Basic health (KVG)",
          "postcode": "1700",
          "received_at": "2026-10-16T18:50:20.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}