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

Nina Baumann

Assigned to Muster Beratung Ostschweiz AG for CHF 60.00

Email
nina.baumann@bluewin.example
Phone
+41 55 004 75 01
Address
8640 Rapperswil (SG)
Product
Supplementary (VVG)
Source
Meta Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss landline (055), normalised to +41 55 004 75 01.
    • 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
    VVG in SG: 2 eligible brokers; Muster Beratung Ostschweiz AG had the fewest leads today (0 of 15 used, 15 left); tied with Muster Leben Zürichsee AG, lower broker id wins.
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #335" 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": "Nina Baumann",
        "email": [
          {
            "label": "home",
            "value": "nina.baumann@bluewin.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41550047501",
            "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": "VVG lead #335: Nina Baumann (SG)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "SG",
          "source": "Meta Ads",
          "lead_id": 335,
          "product": "Supplementary (VVG)",
          "postcode": "8640",
          "received_at": "2026-10-22T18:55:27.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}