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

Martin Müller

Assigned to Muster Vorsorge Basel AG for CHF 45.00 · to answer, 3 days left

Email
martin_mueller@gmail.example
Phone
+41 61 001 93 36
Address
4410 Liestal (BL)
Product
Basic health (KVG)
Source
Google Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss landline (061), normalised to +41 61 001 93 36.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 4410 fits Basel-Landschaft (BL).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Basel AG
    KVG in BL: 1 eligible broker; Muster Vorsorge Basel AG (1 of 15 used, 14 left).
  4. Sent to CRM

    Pipedrive person and deal "KVG lead #346" for Muster Vorsorge Basel 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": "Martin Müller",
            "email": [
              {
                "label": "home",
                "value": "martin_mueller@gmail.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41610019336",
                "primary": true
              }
            ],
            "postal_address": "4410 Liestal"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Vorsorge Basel AG",
            "stage": "New lead",
            "title": "KVG lead #346: Martin Müller (BL)",
            "value": 45,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "BL",
              "source": "Google Ads",
              "lead_id": 346,
              "product": "Basic health (KVG)",
              "postcode": "4410",
              "received_at": "2026-10-23T18:44:00.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }