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

Monika Frei

Assigned to Muster Leben Zürichsee AG for CHF 60.00

Email
monikafrei@gmail.example
Phone
+41 76 001 18 60
Address
8800 Thalwil (ZH)
Product
Supplementary (VVG)
Source
Google Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (076), normalised to +41 76 001 18 60.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 8800 fits Zürich (ZH).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Leben Zürichsee AG
    VVG in ZH: 2 eligible brokers; Muster Leben Zürichsee AG had the fewest leads today (0 of 15 used, 15 left).
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #358" for Muster Leben Zürichsee 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": "Monika Frei",
        "email": [
          {
            "label": "home",
            "value": "monikafrei@gmail.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41760011860",
            "primary": true
          }
        ],
        "postal_address": "8800 Thalwil"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Leben Zürichsee AG",
        "stage": "New lead",
        "title": "VVG lead #358: Monika Frei (ZH)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "ZH",
          "source": "Google Ads",
          "lead_id": 358,
          "product": "Supplementary (VVG)",
          "postcode": "8800",
          "received_at": "2026-10-24T16:43:31.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}