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

Fabian Frei

Assigned to Muster Beratung Ostschweiz AG for CHF 35.00

Email
fabian.frei35@outlook.example
Phone
+41 77 005 72 47
Address
8640 Rapperswil (SG)
Product
Car
Source
Website form

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (077), normalised to +41 77 005 72 47.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 8640 fits St. Gallen (SG).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Beratung Ostschweiz AG
    Car in SG: 1 eligible broker; Muster Beratung Ostschweiz AG (1 of 15 used, 14 left).
  4. Sent to CRM

    Pipedrive person and deal "Car lead #268" for Muster Beratung Ostschweiz 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": "Fabian Frei",
        "email": [
          {
            "label": "home",
            "value": "fabian.frei35@outlook.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41770057247",
            "primary": true
          }
        ],
        "postal_address": "8640 Rapperswil"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Beratung Ostschweiz AG",
        "stage": "New lead",
        "title": "Car lead #268: Fabian Frei (SG)",
        "value": 35,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "SG",
          "source": "Website form",
          "lead_id": 268,
          "product": "Car",
          "postcode": "8640",
          "received_at": "2026-10-19T07:56:30.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}