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

Nicolas Chappuis

Assigned to Muster Conseil Romandie SA for CHF 35.00

Email
nicolaschappuis@hotmail.example
Phone
+41 76 005 70 02
Address
6370 Genève (GE)
Product
Car
Source
Website form

Steps

  1. Received
  2. 1 warning
    • pass Phone Swiss mobile number (076), normalised to +41 76 005 70 02.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • warning Postcode Postcode 6370 is unusual for Genève (GE), where postcodes start with 1xxx. Check the canton.
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Conseil Romandie SA
    Car in GE: 1 eligible broker; Muster Conseil Romandie SA (0 of 20 used, 20 left).
  4. Sent to CRM

    Pipedrive person and deal "Car lead #253" 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": "Nicolas Chappuis",
        "email": [
          {
            "label": "home",
            "value": "nicolaschappuis@hotmail.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41760057002",
            "primary": true
          }
        ],
        "postal_address": "6370 Genève"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Conseil Romandie SA",
        "stage": "New lead",
        "title": "Car lead #253: Nicolas Chappuis (GE)",
        "value": 35,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "GE",
          "source": "Website form",
          "lead_id": 253,
          "product": "Car",
          "postcode": "6370",
          "received_at": "2026-10-17T08:59:38.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}