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

Martin Bühler

Assigned to Muster Finanz Zürich GmbH for CHF 45.00 · to answer, 1 day left · replaces #263

Email
martinbuehler71@bluewin.example
Phone
+41 75 005 46 15
Address
8050 Zürich (ZH)
Product
Basic health (KVG)
Source
Replacement

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (075), normalised to +41 75 005 46 15.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 8050 fits Zürich (ZH).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Finanz Zürich GmbH
    Replacement for lead #263 (Wrong number): a new matching lead was delivered to Muster Finanz Zürich GmbH. Replacements don't wait for daily capacity.
  4. Sent to CRM

    Pipedrive person and deal "KVG lead #328" 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": "Martin Bühler",
            "email": [
              {
                "label": "home",
                "value": "martinbuehler71@bluewin.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41750054615",
                "primary": true
              }
            ],
            "postal_address": "8050 Zürich"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Finanz Zürich GmbH",
            "stage": "New lead",
            "title": "KVG lead #328: Martin Bühler (ZH)",
            "value": 45,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "ZH",
              "source": "Replacement",
              "lead_id": 328,
              "product": "Basic health (KVG)",
              "postcode": "8050",
              "received_at": "2026-10-22T10:17:50.000Z",
              "replaces_lead": 263
            }
          },
          "method": "POST"
        }
      ]
    }