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

Monika Moser

Assigned to Muster Finanz Zürich GmbH for CHF 60.00

Email
monika.moser18@gmail.example
Phone
+41 79 008 78 26
Address
8001 Zürich (ZH)
Product
Supplementary (VVG)
Source
Meta Ads

Steps

  1. Received
  2. 6 checks passed
    • pass Phone Swiss mobile number (079), normalised to +41 79 008 78 26.
    • pass Email Valid email address.
    • pass Name Name present.
    • pass Consent Consent to be contacted was given.
    • pass Postcode Postcode 8001 fits Zürich (ZH).
    • pass Duplicate No lead with the same phone or email in the last 30 days.
  3. Assigned to Muster Finanz Zürich GmbH
    VVG in ZH: 2 eligible brokers; Muster Finanz Zürich GmbH had the fewest leads today (0 of 30 used, 30 left); tied with Muster Leben Zürichsee AG, lower broker id wins.
  4. Sent to CRM

    Pipedrive person and deal "VVG lead #82" 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": "Monika Moser",
        "email": [
          {
            "label": "home",
            "value": "monika.moser18@gmail.example",
            "primary": true
          }
        ],
        "phone": [
          {
            "label": "mobile",
            "value": "+41790087826",
            "primary": true
          }
        ],
        "postal_address": "8001 Zürich"
      },
      "method": "POST"
    },
    {
      "url": "https://api.pipedrive.com/v1/deals",
      "body": {
        "owner": "Muster Finanz Zürich GmbH",
        "stage": "New lead",
        "title": "VVG lead #82: Monika Moser (ZH)",
        "value": 60,
        "currency": "CHF",
        "pipeline": "Broker leads",
        "person_id": "{id from the persons call}",
        "custom_fields": {
          "canton": "ZH",
          "source": "Meta Ads",
          "lead_id": 82,
          "product": "Supplementary (VVG)",
          "postcode": "8001",
          "received_at": "2026-10-05T09:30:32.000Z",
          "replaces_lead": null
        }
      },
      "method": "POST"
    }
  ]
}