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

Simon Schneider

Assigned to Muster Broker Zentral GmbH for CHF 60.00 · to answer, 1 day left · replaces #265

Email
simon.schneider@gmail.example
Phone
+41 76 004 62 58
Address
6060 Sarnen (OW)
Product
Supplementary (VVG)
Source
Replacement

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (076), normalised to +41 76 004 62 58.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 6060 fits Obwalden (OW).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Broker Zentral GmbH
    Replacement for lead #265 (Wrong number): a new matching lead was delivered to Muster Broker Zentral GmbH. Replacements don't wait for daily capacity.
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #315" for Muster Broker Zentral 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": "Simon Schneider",
            "email": [
              {
                "label": "home",
                "value": "simon.schneider@gmail.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41760046258",
                "primary": true
              }
            ],
            "postal_address": "6060 Sarnen"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Broker Zentral GmbH",
            "stage": "New lead",
            "title": "VVG lead #315: Simon Schneider (OW)",
            "value": 60,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "OW",
              "source": "Replacement",
              "lead_id": 315,
              "product": "Supplementary (VVG)",
              "postcode": "6060",
              "received_at": "2026-10-21T18:07:43.000Z",
              "replaces_lead": 265
            }
          },
          "method": "POST"
        }
      ]
    }