mirror of
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2nd automatic email follow up on Close.io imported leads
async.parallel needs better error handling before we can use it on current lead quantities, and would improve performance drastically.
This commit is contained in:
Matt Lott
parent
5af695494c
commit
884b1e6a4a
2 changed files with 402 additions and 38 deletions
359
scripts/followupCloseIoLeads.js
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359
scripts/followupCloseIoLeads.js
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@ -0,0 +1,359 @@
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// Follow up on Close.io leads
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'use strict';
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if (process.argv.length !== 6) {
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log("Usage: node <script> <Close.io general API key> <Close.io mail API key1> <Close.io mail API key2> <mongo connection Url>");
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process.exit();
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}
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// TODO: Assumes 1:1 contact:email relationship (Close.io supports multiple emails for a single contact)
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// TODO: Duplicate lead lookups when checking per-email (e.g. existing tasks)
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// TODO: 2nd follow up email activity does not handle paged activity results
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// TODO: sendMail copied from updateCloseIoLeads.js
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// TODO: template values copied from updateCloseIoLeads.js
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const createTeacherEmailTemplatesAuto1 = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
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const demoRequestEmailTemplatesAuto1 = ['tmpl_s7BZiydyCHOMMeXAcqRZzqn0fOtk0yOFlXSZ412MSGm', 'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf'];
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const createTeacherEmailTemplatesAuto2 = ['tmpl_pGPtKa07ioISupdSc1MAzNC57K40XoA4k0PI1igi8Ec', 'tmpl_AYAcviU8NQGLbMGKSp3EmcBLha0gQw4cHSOR55Fmoha'];
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const demoRequestEmailTemplatesAuto2 = ['tmpl_HJ5zebh1SqC1QydDto05VPUMu4F7i5M35Llq7bzgfTw', 'tmpl_dmnK7IVpkyYfPYAl1rChhm9lClH5lJ9pQAZoPr7cvLt'];
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const scriptStartTime = new Date();
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const closeIoApiKey = process.argv[2];
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const closeIoMailApiKeys = [process.argv[3], process.argv[4]]; // Automatic mails sent as API owners
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const mongoConnUrl = process.argv[5];
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const MongoClient = require('mongodb').MongoClient;
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const async = require('async');
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const request = require('request');
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const earliestDate = new Date();
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earliestDate.setUTCDate(earliestDate.getUTCDate() - 10);
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// ** Main program
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async.series([
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sendSecondFollowupMails
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],
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(err, results) => {
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if (err) console.error(err);
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log("Script runtime: " + (new Date() - scriptStartTime));
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}
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);
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// ** Utilities
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function getRandomEmailApiKey() {
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if (closeIoMailApiKeys.length < 0) return;
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return closeIoMailApiKeys[Math.floor(Math.random() * closeIoMailApiKeys.length)];
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}
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function getRandomEmailTemplate(templates) {
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if (templates.length < 0) return '';
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return templates[Math.floor(Math.random() * templates.length)];
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}
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function isSameEmailTemplateType(template1, template2) {
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if (createTeacherEmailTemplatesAuto1.indexOf(template1) >= 0 && createTeacherEmailTemplatesAuto1.indexOf(template2) >= 0) {
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return true;
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}
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if (demoRequestEmailTemplatesAuto1.indexOf(template1) >= 0 && demoRequestEmailTemplatesAuto1.indexOf(template2) >= 0) {
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return true;
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}
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return false;
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}
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function isDemoRequestTemplateAuto1(template) {
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return demoRequestEmailTemplatesAuto1.indexOf(template) >= 0;
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}
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function isCreateTeacherTemplateAuto1(template) {
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return createTeacherEmailTemplatesAuto1.indexOf(template) >= 0;
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}
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function log(str) {
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console.log(new Date().toISOString() + " " + str);
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}
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// ** Close.io methods
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function sendMail(toEmail, leadId, contactId, template, emailApiKey, delayMinutes, done) {
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// console.log('DEBUG: sendMail', toEmail, leadId, contactId, template, emailApiKey, delayMinutes);
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// Check for previously sent email
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const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/email/?lead_id=${leadId}`;
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request.get(url, (error, response, body) => {
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if (error) return done(error);
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try {
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const data = JSON.parse(body);
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for (const emailData of data.data) {
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if (!isSameEmailTemplateType(emailData.template_id, template)) continue;
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for (const email of emailData.to) {
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if (email.toLowerCase() === toEmail.toLowerCase()) {
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console.log("ERROR: sending duplicate email:", toEmail, leadId, contactId, template, emailData.contact_id);
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return done();
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}
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}
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}
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}
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catch (err) {
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console.log(err);
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console.log(body);
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return done();
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}
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// Send mail
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const dateScheduled = new Date();
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dateScheduled.setUTCMinutes(dateScheduled.getUTCMinutes() + delayMinutes);
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const postData = {
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to: [toEmail],
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contact_id: contactId,
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lead_id: leadId,
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template_id: template,
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status: 'scheduled',
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date_scheduled: dateScheduled
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};
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const options = {
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uri: `https://${emailApiKey}:X@app.close.io/api/v1/activity/email/`,
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body: JSON.stringify(postData)
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};
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request.post(options, (error, response, body) => {
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if (error) return done(error);
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const result = JSON.parse(body);
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if (result.errors || result['field-errors']) {
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const errorMessage = `Send email POST error for ${toEmail} ${leadId} ${contactId}`;
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console.error(errorMessage);
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console.error(body);
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// console.error(postData);
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return done(errorMessage);
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}
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return done();
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});
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});
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}
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function updateLeadStatus(lead, status, done) {
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// console.log("DEBUG: updateLeadStatus", lead.id, status);
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const putData = {status: status};
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const options = {
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uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/${lead.id}/`,
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body: JSON.stringify(putData)
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};
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request.put(options, (error, response, body) => {
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if (error) return done(error);
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try {
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const result = JSON.parse(body);
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if (result.errors || result['field-errors']) {
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console.log(`Update existing lead status PUT error for ${lead.id}`);
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console.log(body);
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return done(result.errors || result['field-errors']);
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}
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return done();
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}
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catch (err) {
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console.log(body);
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return done(err);
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}
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});
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}
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function createSendFollowupMailFn(userApiKeyMap, latestDate, lead, email) {
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// Find first auto mail
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// Find activity since first auto mail
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// Send send auto mail of same template type (create or demo) from same user who sent first email
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// Update status to Auto Attempt 2 or New US Schools Auto Attempt 2
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return (done) => {
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// console.log("DEBUG: sendFollowupMail", lead.id);
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// Skip leads with tasks
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const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/task/?lead_id=${lead.id}`;
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request.get(url, (error, response, body) => {
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if (error) {
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console.log(error);
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return done();
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}
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try {
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const results = JSON.parse(body);
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if (results.total_results > 0) {
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// console.log(`${lead.id} has ${results.total_results} tasks`);
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return done();
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}
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}
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catch (err) {
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return done(err);
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}
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// Find all lead activities
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const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/?lead_id=${lead.id}`;
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request.get(url, (error, response, body) => {
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if (error) {
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console.log(error);
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return done();
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}
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try {
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const results = JSON.parse(body);
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if (results.has_more) {
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console.log(`ERROR: ${lead.id} has more activities than returned!`);
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return done();
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}
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// Find first auto mail
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let sentFirstCreateTeacherEmail = false;
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let sentFirstDemoRequestEmail = false;
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let firstMailActivity;
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for (const activity of results.data) {
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if (activity._type === 'Email' && activity.to[0] === email) {
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if (isCreateTeacherTemplateAuto1(activity.template_id)) {
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if (sentFirstCreateTeacherEmail || sentFirstDemoRequestEmail) {
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console.log(`ERROR: ${lead.id} sent multiple auto1 emails!? ${sentFirstCreateTeacherEmail} ${sentFirstDemoRequestEmail}`);
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return done();
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}
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sentFirstCreateTeacherEmail = true;
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firstMailActivity = activity;
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}
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else if (isDemoRequestTemplateAuto1(activity.template_id)) {
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if (sentFirstCreateTeacherEmail || sentFirstDemoRequestEmail) {
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console.log(`ERROR: ${lead.id} sent multiple auto1 emails!? ${sentFirstCreateTeacherEmail} ${sentFirstDemoRequestEmail}`);
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return done();
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}
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sentFirstDemoRequestEmail = true;
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firstMailActivity = activity;
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}
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}
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}
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if (!firstMailActivity) {
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console.log(`ERROR: No first auto mail sent for ${lead.id}`);
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return done();
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}
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if (new Date(firstMailActivity.date_created) > latestDate) {
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// console.log(`First auto mail too recent ${firstMailActivity.date_created} ${lead.id}`);
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return done();
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}
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if (sentFirstCreateTeacherEmail && sentFirstDemoRequestEmail) {
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console.log(`ERROR: ${lead.id} sent multiple auto1 emails!? ${sentFirstCreateTeacherEmail} ${sentFirstDemoRequestEmail}`);
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return done();
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}
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// Find activity since first auto mail, that's not email to a different contact's email
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let recentActivity;
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for (const activity of results.data) {
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if (activity.id === firstMailActivity.id) continue;
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if (new Date(firstMailActivity.date_created) > new Date(activity.date_created)) continue;
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if (activity._type === 'Email' && activity.to[0] !== email) continue;
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recentActivity = activity;
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break;
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}
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if (!recentActivity) {
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let template;
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if (sentFirstCreateTeacherEmail) {
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// console.log(`Create teacher auto 1 sent: ${lead.id} ${firstMailUserId} ${userApiKeyMap[firstMailUserId]}`);
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template = getRandomEmailTemplate(createTeacherEmailTemplatesAuto2);
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}
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else if (sentFirstDemoRequestEmail) {
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// console.log(`Demo request auto 1 sent: ${lead.id} ${firstMailUserId} ${userApiKeyMap[firstMailUserId]}`);
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template = getRandomEmailTemplate(demoRequestEmailTemplatesAuto2);
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}
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if (!template) {
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console.log(`ERROR: no template selected ${lead.id}`);
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return done();
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}
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// console.log(`TODO: ${firstMailActivity.to[0]} ${lead.id} ${firstMailActivity.contact_id} ${template} ${userApiKeyMap[firstMailActivity.user_id]}`);
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// console.log(`TODO: ${firstMailActivity.to[0]} ${lead.id}`);
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sendMail(firstMailActivity.to[0], lead.id, firstMailActivity.contact_id, template, userApiKeyMap[firstMailActivity.user_id], 0, (err) => {
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if (err) return done(err);
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// TODO: some sort of callback problem that stops the series here
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if (lead.status_label === "Auto Attempt 1") {
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return updateLeadStatus(lead, "Auto Attempt 2", done);
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}
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else if (lead.status_label === "New US Schools Auto Attempt 1") {
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return updateLeadStatus(lead, "New US Schools Auto Attempt 2", done);
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}
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else {
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console.log(`ERROR: unknown lead status ${lead.id} ${lead.status_label}`)
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return done();
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}
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});
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}
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else {
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// console.log(`Found recent activity after auto1 mail for ${lead.id}`);
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// console.log(firstMailActivity.template_id, recentActivity.template_id);
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return done();
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}
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}
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catch (err) {
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console.log(err);
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console.log(body);
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return done();
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}
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});
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});
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};
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}
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function sendSecondFollowupMails(done) {
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// Find all leads with auto 1 status, created since earliestDate
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// console.log("DEBUG: sendSecondFollowupMails");
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const userApiKeyMap = {};
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let createGetUserFn = (apiKey) => {
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return (done) => {
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const url = `https://${apiKey}:X@app.close.io/api/v1/me/`;
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request.get(url, (error, response, body) => {
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if (error) return done();
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const results = JSON.parse(body);
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userApiKeyMap[results.id] = apiKey;
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return done();
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});
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};
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}
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const tasks = [];
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for (const apiKey of closeIoMailApiKeys) {
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tasks.push(createGetUserFn(apiKey));
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}
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async.parallel(tasks, (err, results) => {
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if (err) console.log(err);
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const latestDate = new Date();
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latestDate.setUTCDate(latestDate.getUTCDate() - 3);
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const query = `date_created > ${earliestDate.toISOString().substring(0, 19)} (lead_status:"Auto Attempt 1" or lead_status:"New US Schools Auto Attempt 1")"`;
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const limit = 100;
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const nextPage = (skip) => {
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let has_more = false;
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const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/?_skip=${skip}&_limit=${limit}&query=${encodeURIComponent(query)}/`;
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request.get(url, (error, response, body) => {
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if (error) return done(error);
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try {
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const results = JSON.parse(body);
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console.log(`sendSecondFollowupMails total num leads ${results.total_results} has_more=${results.has_more}`);
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has_more = results.has_more;
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const tasks = [];
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for (const lead of results.data) {
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// console.log(`${lead.id}\t${lead.status_label}\t${lead.name}`);
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// if (lead.id !== 'lead_KYuI2HVOiUdJANvkOe1uLJBuuQVaaGSRveklhTWbHv2') continue;
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const existingContacts = lead.contacts || [];
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for (const contact of existingContacts) {
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if (contact.emails && contact.emails.length > 0) {
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tasks.push(createSendFollowupMailFn(userApiKeyMap, latestDate, lead, contact.emails[0].email.toLowerCase()));
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}
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else {
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console.log(`ERROR: lead ${lead.id} contact has non-1 emails`);
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}
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}
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}
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async.series(tasks, (err, results) => {
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if (err) return done(err);
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if (has_more) {
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return nextPage(skip + limit);
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}
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return done(err);
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});
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}
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catch (err) {
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return done(err);
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}
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});
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};
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nextPage(0);
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});
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}
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@ -12,6 +12,7 @@ if (process.argv.length !== 7) {
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// TODO: Find/fix case-sensitive bugs
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// TODO: Use generators and promises
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// TODO: Reduce response data via _fields param
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// TODO: Assumes 1:1 contact:email relationship (Close.io supports multiple emails for a single contact)
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// Save as custom fields instead of user-specific lead notes
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const commonTrialProperties = ['organization', 'city', 'state', 'country'];
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@ -27,8 +28,8 @@ const customFieldsToRemove = [
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// Skip these problematic leads
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const leadsToSkip = ['6 sınıflar', 'fdsafd', 'ashtasht', 'matt+20160404teacher3 school', 'sdfdsf', 'ddddd', 'dsfadsaf', "Nolan's School of Wonders"];
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const demoRequestCloseIoEmailTemplates = ['tmpl_s7BZiydyCHOMMeXAcqRZzqn0fOtk0yOFlXSZ412MSGm', 'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf'];
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const createTeacherCloseIoEmailTemplates = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
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const createTeacherEmailTemplatesAuto1 = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
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const demoRequestEmailTemplatesAuto1 = ['tmpl_s7BZiydyCHOMMeXAcqRZzqn0fOtk0yOFlXSZ412MSGm', 'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf'];
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// Prioritized Close.io lead status match list
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const closeIoInitialLeadStatuses = [
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@ -60,29 +61,32 @@ earliestDate.setUTCDate(earliestDate.getUTCDate() - 10);
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// ** Main program
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// log('DEBUG: Finding leads..');
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findCocoLeads((err, leads) => {
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if (err) {
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console.error(err);
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return;
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}
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log(`Num leads ${Object.keys(leads).length}`);
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// log('DEBUG: Adding Intercom data..');
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addIntercomData(leads, (err) => {
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if (err) {
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console.error(err);
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return;
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}
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// log('DEBUG: Updating leads..');
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updateLeads(leads, (err) => {
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if (err) {
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console.error(err);
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return;
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}
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log("Script runtime: " + (new Date() - scriptStartTime));
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async.series([
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upsertLeads
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],
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(err, results) => {
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if (err) console.error(err);
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log("Script runtime: " + (new Date() - scriptStartTime));
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}
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);
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function upsertLeads(done) {
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// log('DEBUG: Finding leads..');
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findCocoLeads((err, leads) => {
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if (err) return done(err);
|
||||
log(`Num leads ${Object.keys(leads).length}`);
|
||||
|
||||
// log('DEBUG: Adding Intercom data..');
|
||||
addIntercomData(leads, (err) => {
|
||||
if (err) return done(err);
|
||||
|
||||
// log('DEBUG: Updating leads..');
|
||||
updateLeads(leads, (err) => {
|
||||
return done(err);
|
||||
});
|
||||
});
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
// ** Utilities
|
||||
|
||||
|
|
@ -119,10 +123,10 @@ function getRandomEmailTemplate(templates) {
|
|||
}
|
||||
|
||||
function isSameEmailTemplateType(template1, template2) {
|
||||
if (createTeacherCloseIoEmailTemplates.indexOf(template1) >= 0 && createTeacherCloseIoEmailTemplates.indexOf(template2) >= 0) {
|
||||
if (createTeacherEmailTemplatesAuto1.indexOf(template1) >= 0 && createTeacherEmailTemplatesAuto1.indexOf(template2) >= 0) {
|
||||
return true;
|
||||
}
|
||||
if (demoRequestCloseIoEmailTemplates.indexOf(template1) >= 0 && demoRequestCloseIoEmailTemplates.indexOf(template2) >= 0) {
|
||||
if (demoRequestEmailTemplatesAuto1.indexOf(template1) >= 0 && demoRequestEmailTemplatesAuto1.indexOf(template2) >= 0) {
|
||||
return true;
|
||||
}
|
||||
return false;
|
||||
|
|
@ -519,10 +523,10 @@ function saveNewLead(lead, done) {
|
|||
for (const contact of existingLead.contacts) {
|
||||
for (const email of contact.emails) {
|
||||
if (['create teacher', 'convert teacher'].indexOf(lead.contacts[email.email].trial.properties.siteOrigin) >= 0) {
|
||||
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(createTeacherCloseIoEmailTemplates)));
|
||||
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(createTeacherEmailTemplatesAuto1)));
|
||||
}
|
||||
else {
|
||||
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(demoRequestCloseIoEmailTemplates)));
|
||||
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(demoRequestEmailTemplatesAuto1)));
|
||||
}
|
||||
}
|
||||
}
|
||||
|
|
@ -551,9 +555,9 @@ function createFindExistingLeadFn(email, name, existingLeads) {
|
|||
return done();
|
||||
} catch (error) {
|
||||
// console.log(url);
|
||||
// console.log(error);
|
||||
console.log(error);
|
||||
// console.log(body);
|
||||
return done();
|
||||
return done(error);
|
||||
}
|
||||
});
|
||||
};
|
||||
|
|
@ -613,10 +617,10 @@ function createAddContactFn(postData, internalLead, externalLead) {
|
|||
// Send emails to new contact
|
||||
const email = postData.emails[0].email;
|
||||
if (['create teacher', 'convert teacher'].indexOf(internalLead.contacts[email].trial.properties.siteOrigin) >= 0) {
|
||||
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(createTeacherCloseIoEmailTemplates), done);
|
||||
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(createTeacherEmailTemplatesAuto1), getRandomEmailApiKey(), emailDelayMinutes, done);
|
||||
}
|
||||
else {
|
||||
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(demoRequestCloseIoEmailTemplates), done);
|
||||
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(demoRequestEmailTemplatesAuto1), getRandomEmailApiKey(), emailDelayMinutes, done);
|
||||
}
|
||||
});
|
||||
};
|
||||
|
|
@ -648,12 +652,12 @@ function createAddNoteFn(leadId, newNote) {
|
|||
|
||||
function createSendEmailFn(email, leadId, contactId, template) {
|
||||
return (done) => {
|
||||
return sendMail(email, leadId, contactId, template, done);
|
||||
return sendMail(email, leadId, contactId, template, getRandomEmailApiKey(), emailDelayMinutes, done);
|
||||
};
|
||||
}
|
||||
|
||||
function sendMail(toEmail, leadId, contactId, template, done) {
|
||||
// console.log('DEBUG: sendMail', toEmail, leadId, contactId, template);
|
||||
function sendMail(toEmail, leadId, contactId, template, emailApiKey, delayMinutes, done) {
|
||||
// console.log('DEBUG: sendMail', toEmail, leadId, contactId, template, emailApiKey, delayMinutes);
|
||||
|
||||
// Check for previously sent email
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/email/?lead_id=${leadId}`;
|
||||
|
|
@ -679,7 +683,7 @@ function sendMail(toEmail, leadId, contactId, template, done) {
|
|||
|
||||
// Send mail
|
||||
const dateScheduled = new Date();
|
||||
dateScheduled.setUTCMinutes(dateScheduled.getUTCMinutes() + emailDelayMinutes);
|
||||
dateScheduled.setUTCMinutes(dateScheduled.getUTCMinutes() + delayMinutes);
|
||||
const postData = {
|
||||
to: [toEmail],
|
||||
contact_id: contactId,
|
||||
|
|
@ -689,7 +693,7 @@ function sendMail(toEmail, leadId, contactId, template, done) {
|
|||
date_scheduled: dateScheduled
|
||||
};
|
||||
const options = {
|
||||
uri: `https://${getRandomEmailApiKey()}:X@app.close.io/api/v1/activity/email/`,
|
||||
uri: `https://${emailApiKey}:X@app.close.io/api/v1/activity/email/`,
|
||||
body: JSON.stringify(postData)
|
||||
};
|
||||
request.post(options, (error, response, body) => {
|
||||
|
|
@ -718,13 +722,14 @@ function updateLeads(leads, done) {
|
|||
tasks.push(createFindExistingLeadFn(email.toLowerCase(), name.toLowerCase(), existingLeads));
|
||||
}
|
||||
}
|
||||
async.parallel(tasks, (err, results) => {
|
||||
async.series(tasks, (err, results) => {
|
||||
if (err) return done(err);
|
||||
const tasks = [];
|
||||
for (const name in leads) {
|
||||
if (leadsToSkip.indexOf(name) >= 0) continue;
|
||||
tasks.push(createUpdateLeadFn(leads[name], existingLeads));
|
||||
}
|
||||
async.parallel(tasks, (err, results) => {
|
||||
async.series(tasks, (err, results) => {
|
||||
return done(err);
|
||||
});
|
||||
});
|
||||
|
|
|
|||
Loading…
Reference in a new issue