Lukas Gerber

Email: lukas.gerber@gmail.example
Phone: +41 77 004 80 72
Address: 8853 Lachen (SZ)
Product: Basic health (KVG)
Source: Website form

Steps

21.10.2026 08:41

Received
6 checks passed
- pass Phone Swiss mobile number (077), normalised to +41 77 004 80 72.
- pass Email Valid email address.
- pass Name Name present.
- pass Consent Consent to be contacted was given.
- pass Postcode Postcode 8853 fits Schwyz (SZ).
- pass Duplicate No lead with the same phone or email in the last 30 days.
Assigned to Muster Finanz Zürich GmbH

KVG in SZ: 2 eligible brokers; Muster Finanz Zürich GmbH had the fewest leads today (0 of 30 used, 30 left); tied with Muster Broker Zentral GmbH, lower broker id wins.

Sent to CRM

Pipedrive person and deal "KVG lead #304" for Muster Finanz Zürich GmbH.

{
  "requests": [
    {
      "url": "https://api.pipedrive.com/v1/persons",
      "body": {
        "name": "Lukas Gerber",
        "email": [
          {
            "label": "home",
            "value": "lukas.gerber@gmail.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41770048072",
            "primary": true
          }
        ],
        "postal_address": "8853 Lachen"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Finanz Zürich GmbH",
        "stage": "New lead",
        "title": "KVG lead #304: Lukas Gerber (SZ)",
        "value": 45,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "SZ",
          "source": "Website form",
          "lead_id": 304,
          "product": "Basic health (KVG)",
          "postcode": "8853",
          "received_at": "2026-10-21T06:41:55.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}

24.10.2026 22:41

Broker: Wrong number
Credit CHF 45.00
Replacement #360