Thomas Roth

Assigned to Muster Vorsorge Bern AG for CHF 60.00 · to answer, 3 days left

Email: thomas.roth@sunrise.example
Phone: +41 78 008 63 72
Address: 5400 Baden (AG)
Product: Supplementary (VVG)
Source: Website form

Steps

23.10.2026 22:39

Received
6 checks passed
- pass Phone Swiss mobile number (078), normalised to +41 78 008 63 72.
- pass Email Valid email address.
- pass Name Name present.
- pass Consent Consent to be contacted was given.
- pass Postcode Postcode 5400 fits Aargau (AG).
- pass Duplicate No lead with the same phone or email in the last 30 days.
Assigned to Muster Vorsorge Bern AG

VVG in AG: 3 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (2 of 25 used, 23 left); tied with Muster Finanz Zürich GmbH, Muster Vorsorge Basel AG, lower broker id wins.

Sent to CRM

Pipedrive person and deal "VVG lead #350" for Muster Vorsorge Bern AG.

{
  "requests": [
    {
      "url": "https://api.pipedrive.com/v1/persons",
      "body": {
        "name": "Thomas Roth",
        "email": [
          {
            "label": "home",
            "value": "thomas.roth@sunrise.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41780086372",
            "primary": true
          }
        ],
        "postal_address": "5400 Baden"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Vorsorge Bern AG",
        "stage": "New lead",
        "title": "VVG lead #350: Thomas Roth (AG)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "AG",
          "source": "Website form",
          "lead_id": 350,
          "product": "Supplementary (VVG)",
          "postcode": "5400",
          "received_at": "2026-10-23T20:39:31.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}