Anna Huber

Email

anna_huber@bluewin.example

Phone

+41 78 005 47 13

Address

6340 Baar (ZG)

Product

Supplementary (VVG)

Source

Website form

Steps

1. 17.10.2026 14:51
   Received
2. 6 checks passed

   • pass Phone Swiss mobile number (078), normalised to +41 78 005 47 13.
   • pass Email Valid email address.
   • pass Name Name present.
   • pass Consent Consent to be contacted was given.
   • pass Postcode Postcode 6340 fits Zug (ZG).
   • pass Duplicate No lead with the same phone or email in the last 30 days.
3. Assigned to Muster Finanz Zürich GmbH
   VVG in ZG: 3 eligible brokers; Muster Finanz Zürich GmbH had the fewest leads today (0 of 30 used, 30 left); tied with Muster Broker Zentral GmbH, Muster Leben Zürichsee AG, lower broker id wins.
4. Sent to CRM

   Pipedrive person and deal "VVG lead #255" for Muster Finanz Zürich GmbH. Simulated: no real Pipedrive is connected. This is the request that would be sent.

   {
     "requests": [
       {
         "url": "https://api.pipedrive.com/v1/persons",
         "body": {
           "name": "Anna Huber",
           "email": [
             {
               "label": "home",
               "value": "anna_huber@bluewin.example",
               "primary": true
             }
           ],
           "phone": [
             {
               "label": "mobile",
               "value": "+41780054713",
               "primary": true
             }
           ],
           "postal_address": "6340 Baar"
         },
         "method": "POST"
       },
       {
         "url": "https://api.pipedrive.com/v1/deals",
         "body": {
           "owner": "Muster Finanz Zürich GmbH",
           "stage": "New lead",
           "title": "VVG lead #255: Anna Huber (ZG)",
           "value": 60,
           "currency": "CHF",
           "pipeline": "Broker leads",
           "person_id": "{id from the persons call}",
           "custom_fields": {
             "canton": "ZG",
             "source": "Website form",
             "lead_id": 255,
             "product": "Supplementary (VVG)",
             "postcode": "6340",
             "received_at": "2026-10-17T12:51:39.000Z",
             "replaces_lead": null
           }
         },
         "method": "POST"
       }
     ]
   }