Simon Meyer

Email: simon.meyer62@bluewin.example
Phone: +41 79 006 46 29
Address: 4051 Basel (BS)
Product: Basic health (KVG)
Source: Website form

Steps

27.10.2026 16:24

Received
6 checks passed
- pass Phone Swiss mobile number (079), normalised to +41 79 006 46 29.
- pass Email Valid email address.
- pass Name Name present.
- pass Consent Consent to be contacted was given.
- pass Postcode Postcode 4051 fits Basel-Stadt (BS).
- pass Duplicate No lead with the same phone or email in the last 30 days.
Assigned to Muster Vorsorge Basel AG

KVG in BS: 1 eligible broker; Muster Vorsorge Basel AG (1 of 15 used, 14 left).

Sent to CRM

Pipedrive person and deal "KVG lead #402" for Muster Vorsorge Basel AG.

{
  "requests": [
    {
      "url": "https://api.pipedrive.com/v1/persons",
      "body": {
        "name": "Simon Meyer",
        "email": [
          {
            "label": "home",
            "value": "simon.meyer62@bluewin.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41790064629",
            "primary": true
          }
        ],
        "postal_address": "4051 Basel"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Vorsorge Basel AG",
        "stage": "New lead",
        "title": "KVG lead #402: Simon Meyer (BS)",
        "value": 45,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "BS",
          "source": "Website form",
          "lead_id": 402,
          "product": "Basic health (KVG)",
          "postcode": "4051",
          "received_at": "2026-10-27T15:24:05.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}

27.10.2026 21:24

Broker: Wrong number
Credit CHF 45.00
Replacement #407