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

Simon Kälin

Assigned to Muster Finanz Zürich GmbH for CHF 35.00

Email
simon.kaelin55@bluewin.example
Phone
+41 79 002 34 22
Address
8853 Lachen (SZ)
Product
Car
Source
Meta Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (079), normalised to +41 79 002 34 22.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 8853 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
    Car in SZ: 1 eligible broker; Muster Finanz Zürich GmbH (0 of 30 used, 30 left).
  4. Sent to CRM

    Pipedrive person and deal "Car lead #4" 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": "Simon Kälin",
        "email": [
          {
            "label": "home",
            "value": "simon.kaelin55@bluewin.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41790023422",
            "primary": true
          }
        ],
        "postal_address": "8853 Lachen"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Finanz Zürich GmbH",
        "stage": "New lead",
        "title": "Car lead #4: Simon Kälin (SZ)",
        "value": 35,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "SZ",
          "source": "Meta Ads",
          "lead_id": 4,
          "product": "Car",
          "postcode": "8853",
          "received_at": "2026-09-29T10:53:59.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}