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https://github.com/codeninjasllc/codecombat.git
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Update Close.io sales lead creation
Moving lead upserting to background script
This commit is contained in:
Matt Lott
parent
b7ce3dfc8e
commit
97f7026a4f
2 changed files with 276 additions and 11 deletions
276
scripts/updateCloseIoLeads.js
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276
scripts/updateCloseIoLeads.js
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@ -0,0 +1,276 @@
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// Upsert new lead data into Close.io
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'use strict';
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if (process.argv.length !== 5) {
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log("Usage: node <script> <Close.io API key> <Intercom 'App ID:API key'> <mongo connection Url>");
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process.exit();
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}
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// TODO: update existing leads
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// TODO: support multiple contacts per organization
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const scriptStartTime = new Date();
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const closeIoApiKey = process.argv[2];
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const intercomAppIdApiKey = process.argv[3];
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const intercomAppId = intercomAppIdApiKey.split(':')[0];
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const intercomApiKey = intercomAppIdApiKey.split(':')[1];
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const mongoConnUrl = process.argv[4];
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const MongoClient = require('mongodb').MongoClient;
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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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log('Finding leads..');
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findLeads((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('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('Updating leads..');
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updateLeads(leads, (err, numLeadsCreated) => {
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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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// TEMP
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// for (const email in leads) {
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// if (leads[email].coco_schoolName) {
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// console.log(email);
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// console.log(leads[email]);
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// // break;
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// }
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// }
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// TEMP
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log(`Num leads created ${numLeadsCreated}`);
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log("Script runtime: " + (new Date() - scriptStartTime));
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});
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});
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});
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/* Helpers */
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class Lead {
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constructor(email) {
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this.email = email;
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}
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addClassroom(classroom) {
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this.coco_numClassrooms = this.coco_numClassrooms ? this.coco_numClassrooms + 1 : 1;
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if (classroom.members && classroom.members.length) {
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this.coco_numStudents = this.coco_numStudents ? this.coco_numStudents + classroom.members.length : classroom.members.length;
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}
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}
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addIntercomUser(user) {
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if (user && user.id) {
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this.intercom_url = `https://app.intercom.io/a/apps/${intercomAppId}/users/${user.id}/`;
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}
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}
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addTrialRequest(trialRequest) {
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if (trialRequest.properties) {
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let location = '';
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if (trialRequest.properties.city) location = trialRequest.properties.city;
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if (trialRequest.properties.state) location += `${location ? ', ' : ''}${trialRequest.properties.state}`;
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if (trialRequest.properties.country) location += `${location ? ', ' : ''}${trialRequest.properties.country}`;
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if (location) this['trial_location'] = location;
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if (trialRequest.properties.educationLevel) {
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this['trial_educationLevel'] = trialRequest.properties.educationLevel.join(', ');
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}
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for (const prop in trialRequest.properties) {
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if (['educationLevel', 'city', 'state', 'country'].indexOf(prop) >= 0) continue;
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this[`trial_${prop}`] = trialRequest.properties[prop];
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}
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}
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this.trial_created = trialRequest.created;
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this.trial_userID = trialRequest.applicant;
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this.userID = trialRequest.applicant;
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}
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addUser(user) {
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// if (this.userID && !this.userID.equals(user._id)) {
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// // console.log(`Trial request user ID mismatch for ${this.email} replacing ${this.userID} with ${user._id}`);
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// this.trialUserID = this.userID;
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// }
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this.userID = user._id;
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if (!this.name) {
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if (user.firstName && user.lastName) {
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this.name = `${user.firstName} ${user.lastName}`;
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}
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else if (user.name) {
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this.name = user.name;
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}
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}
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if (user.firstName) this.coco_firstName = user.firstName;
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if (user.lastName) this.coco_lastName = user.lastName;
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if (user.name) this.coco_name = user.name;
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if (user.gender) this.coco_gender = user.gender;
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if (user.lastLevel) this.coco_lastLevel = user.lastLevel;
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if (user.role) this.coco_role = user.role;
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if (user.schoolName) this.coco_schoolName = user.schoolName;
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if (user.stats) this.coco_stats = JSON.stringify(user.stats);
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}
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}
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function findLeads(done) {
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// Recent trial requests
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// Recent users with teacher role
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MongoClient.connect(mongoConnUrl, (err, db) => {
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if (err) return done(err);
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const query = {$and: [{created: {$gte: earliestDate}}, {type: 'course'}]};
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db.collection('trial.requests').find(query).toArray((err, trialRequests) => {
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if (err) {
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db.close();
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return done(err);
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}
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const leads = {};
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for (const trialRequest of trialRequests) {
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const email = trialRequest.properties.email;
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if (!leads[email]) leads[email] = new Lead(email);
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leads[email].addTrialRequest(trialRequest);
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}
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const query = {$and: [
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{dateCreated: {$gte: earliestDate}},
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{anonymous: false},
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{role: {$in: ['teacher', 'technology coordinator', 'advisor', 'principal', 'superintendent']}}
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]};
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db.collection('users').find(query).toArray((err, users) => {
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if (err) {
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db.close();
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return done(err);
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}
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const userIDs = [];
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const userEmailMap = {};
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for (const user of users) {
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const email = user.emailLower;
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if (!leads[email]) leads[email] = new Lead(email);
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leads[email].addUser(user);
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userIDs.push(user._id);
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userEmailMap[user._id.valueOf()] = email;
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}
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const query = {ownerID: {$in: userIDs}};
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db.collection('classrooms').find(query).toArray((err, classrooms) => {
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if (err) {
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db.close();
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return done(err);
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}
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for (const classroom of classrooms) {
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leads[userEmailMap[classroom.ownerID.valueOf()]].addClassroom(classroom);
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}
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db.close();
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return done(null, leads);
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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 addIntercomData(leads, done) {
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const leadEmails = Object.keys(leads);
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let leadIndex = 0;
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function nextUser() {
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if (leadIndex < leadEmails.length) {
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return getUser(leadEmails[leadIndex++]);
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}
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return done();
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}
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function getUser(email) {
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const options = {
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url: `https://api.intercom.io/users?email=${email}`,
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auth: {
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user: intercomAppId,
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pass: intercomApiKey
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},
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headers: {
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'Accept': 'application/json'
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}
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};
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request.get(options, (error, response, body) => {
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if (error) return done(error);
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const user = JSON.parse(body);
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leads[email].addIntercomUser(user);
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return nextUser();
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});
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}
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getUser(leadEmails[leadIndex++]);
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}
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function updateLeads(leads, done) {
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const leadEmails = Object.keys(leads);
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let leadIndex = 0;
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let numLeadsCreated = 0;
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function nextLead() {
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if (leadIndex < leadEmails.length) {
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return updateLead(leadEmails[leadIndex++]);
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}
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return done(null, numLeadsCreated);
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}
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function saveNewLead(email) {
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const newLeadData = leads[email];
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const name = newLeadData.name || email;
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const postData = {
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display_name: newLeadData.trial_organization || newLeadData.coco_schoolName ||name,
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name: newLeadData.trial_organization || newLeadData.coco_schoolName || name,
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contacts: [{
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emails: [{email: email}],
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name: name
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}],
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custom: {
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lastUpdated: new Date()
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}
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};
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if (newLeadData.trialData && newLeadData.trial_phoneNumber) {
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postData.contacts[0].phones = [{phone: newLeadData.trial_phoneNumber}];
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}
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for (const key in newLeadData) {
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postData.custom[key] = newLeadData[key];
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}
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const options = {
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uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/`,
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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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console.error(`New lead POST error for ${email}`);
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console.error(body);
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}
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else {
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numLeadsCreated++;
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}
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return nextLead();
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});
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}
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function updateLead(email) {
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const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/?query=email_address:${email}`;
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request.get(url, (error, response, body) => {
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if (error) return done(error);
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const data = JSON.parse(body);
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if (data.total_results === 0) {
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return saveNewLead(email);
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}
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return nextLead();
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});
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}
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updateLead(leadEmails[leadIndex++]);
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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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@ -58,17 +58,6 @@ TrialRequestSchema.post 'save', (doc) ->
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sendwithus.api.send emailParams, (err, result) =>
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log.error "sendwithus trial request approved error: #{err}, result: #{result}" if err
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closeIO.createSalesLead(user, email,
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name: trialProperties.name
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organization: trialProperties.organization
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location: _.filter(_.at(trialProperties, 'city', 'state', 'country')).join(' ')
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educationLevel: (trialProperties.educationLevel or []).join(', ')
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numStudents: trialProperties.numStudents
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role: trialProperties.role
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phone: trialProperties.phoneNumber
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notes: trialProperties.notes
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)
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# Subscribe to teacher news group
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emails = _.cloneDeep(user.get('emails') ? {})
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emails.teacherNews ?= {}
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