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

Stefan Schmid

Assigned to Muster Finanz Zürich GmbH for CHF 45.00 · replaces #304

Email
stefan.schmid@example.org
Phone
+41 77 005 99 59
Address
8808 Pfäffikon SZ (SZ)
Product
Basic health (KVG)
Source
Replacement

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (077), normalised to +41 77 005 99 59.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 8808 fits Schwyz (SZ).
    • 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 #304 (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 #360" 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": "Stefan Schmid",
        "email": [
          {
            "label": "home",
            "value": "stefan.schmid@example.org",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41770059959",
            "primary": true
          }
        ],
        "postal_address": "8808 Pfäffikon SZ"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Finanz Zürich GmbH",
        "stage": "New lead",
        "title": "KVG lead #360: Stefan Schmid (SZ)",
        "value": 45,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "SZ",
          "source": "Replacement",
          "lead_id": 360,
          "product": "Basic health (KVG)",
          "postcode": "8808",
          "received_at": "2026-10-24T20:41:55.000Z",
          "replaces_lead": 304
        }
      },
      "method": "POST"
    }
  ]
}