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

Urs Weber

Replaced by lead #77

Email
urs.weber@gmial.example
Phone
+41 79 006 63 88
Address
7320 Sargans (SG)
Product
Basic health (KVG)
Source
Website form

Steps

  1. Received
  2. 1 warning
    • pass Phone Swiss mobile number (079), normalised to +41 79 006 63 88.
    • warning Email Possible typo in "gmial.example". Did you mean urs.weber@gmail.example?
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 7320 fits St. Gallen (SG).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Beratung Ostschweiz AG
    KVG in SG: 1 eligible broker; Muster Beratung Ostschweiz AG (1 of 15 used, 14 left).
  4. Sent to CRM

    Pipedrive person and deal "KVG lead #41" for Muster Beratung Ostschweiz 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": "Urs Weber",
            "email": [
              {
                "label": "home",
                "value": "urs.weber@gmial.example",
                "primary": true
              }
            ],
            "phone": [
              {
                "label": "mobile",
                "value": "+41790066388",
                "primary": true
              }
            ],
            "postal_address": "7320 Sargans"
          },
          "method": "POST"
        },
        {
          "url": "https://api.pipedrive.com/v1/deals",
          "body": {
            "owner": "Muster Beratung Ostschweiz AG",
            "stage": "New lead",
            "title": "KVG lead #41: Urs Weber (SG)",
            "value": 45,
            "currency": "CHF",
            "pipeline": "Broker leads",
            "person_id": "{id from the persons call}",
            "custom_fields": {
              "canton": "SG",
              "source": "Website form",
              "lead_id": 41,
              "product": "Basic health (KVG)",
              "postcode": "7320",
              "received_at": "2026-10-01T16:07:53.000Z",
              "replaces_lead": null
            }
          },
          "method": "POST"
        }
      ]
    }
  5. Credit CHF 45.00
  6. Replacement #77