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

Nina Meyer

Assigned to Muster Leben Zürichsee AG for CHF 60.00 · replaces #292

Email
nina.meyer24@hotmail.example
Phone
+41 43 001 24 50
Address
8004 Zürich (ZH)
Product
Supplementary (VVG)
Source
Replacement

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss landline (043), normalised to +41 43 001 24 50.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 8004 fits Zürich (ZH).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Leben Zürichsee AG
    Replacement for lead #292 (Not reachable): a new matching lead was delivered to Muster Leben Zürichsee AG. Replacements don't wait for daily capacity.
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #297" for Muster Leben Zürichsee 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": "Nina Meyer",
        "email": [
          {
            "label": "home",
            "value": "nina.meyer24@hotmail.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41430012450",
            "primary": true
          }
        ],
        "postal_address": "8004 Zürich"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Leben Zürichsee AG",
        "stage": "New lead",
        "title": "VVG lead #297: Nina Meyer (ZH)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "ZH",
          "source": "Replacement",
          "lead_id": 297,
          "product": "Supplementary (VVG)",
          "postcode": "8004",
          "received_at": "2026-10-20T16:19:31.000Z",
          "replaces_lead": 292
        }
      },
      "method": "POST"
    }
  ]
}