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

Thomas Weber

Assigned to Muster Vorsorge Basel AG for CHF 60.00 · to answer, 6 days left · replaces #379

Email
thomas_weber@bluewin.example
Phone
+41 61 003 32 77
Address
4125 Riehen (BS)
Product
Supplementary (VVG)
Source
Replacement

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss landline (061), normalised to +41 61 003 32 77.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 4125 fits Basel-Stadt (BS).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Vorsorge Basel AG
    Replacement for lead #379 (Not reachable): a new matching lead was delivered to Muster Vorsorge Basel AG. Replacements don't wait for daily capacity.
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #392" 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": "Thomas Weber",
            "email": [
              {
                "label": "home",
                "value": "thomas_weber@bluewin.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41610033277",
                "primary": true
              }
            ],
            "postal_address": "4125 Riehen"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Vorsorge Basel AG",
            "stage": "New lead",
            "title": "VVG lead #392: Thomas Weber (BS)",
            "value": 60,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "BS",
              "source": "Replacement",
              "lead_id": 392,
              "product": "Supplementary (VVG)",
              "postcode": "4125",
              "received_at": "2026-10-27T04:18:17.000Z",
              "replaces_lead": 379
            }
          },
          "method": "POST"
        }
      ]
    }