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

Martin Keller

Assigned to Muster Finanz Zürich GmbH for CHF 35.00

Email
martinkeller@outlook.example
Phone
+41 77 008 86 91
Address
8800 Thalwil (ZH)
Product
Car
Source
Meta Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (077), normalised to +41 77 008 86 91.
    • 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 Finanz Zürich GmbH
    Car in ZH: 1 eligible broker; Muster Finanz Zürich GmbH (1 of 30 used, 29 left).
  4. Sent to CRM

    Pipedrive person and deal "Car lead #367" 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": "Martin Keller",
        "email": [
          {
            "label": "home",
            "value": "martinkeller@outlook.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41770088691",
            "primary": true
          }
        ],
        "postal_address": "8800 Thalwil"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Finanz Zürich GmbH",
        "stage": "New lead",
        "title": "Car lead #367: Martin Keller (ZH)",
        "value": 35,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "ZH",
          "source": "Meta Ads",
          "lead_id": 367,
          "product": "Car",
          "postcode": "8800",
          "received_at": "2026-10-25T11:15:55.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}