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

Sandra Roth

Assigned to Muster Vorsorge Basel AG for CHF 45.00 · to answer, 5 days left

Email
sandra.roth@gmx.example
Phone
+41 79 003 56 44
Address
4102 Binningen (BL)
Product
Basic health (KVG)
Source
Website form

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (079), normalised to +41 79 003 56 44.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 4102 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 #381" 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": "Sandra Roth",
            "email": [
              {
                "label": "home",
                "value": "sandra.roth@gmx.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41790035644",
                "primary": true
              }
            ],
            "postal_address": "4102 Binningen"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Vorsorge Basel AG",
            "stage": "New lead",
            "title": "KVG lead #381: Sandra Roth (BL)",
            "value": 45,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "BL",
              "source": "Website form",
              "lead_id": 381,
              "product": "Basic health (KVG)",
              "postcode": "4102",
              "received_at": "2026-10-26T15:12:53.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }