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Send email when adding contacts to Close.io leads
This commit is contained in:
Matt Lott
parent
6c0823486f
commit
cd7ec7f8dd
1 changed files with 112 additions and 19 deletions
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@ -1,8 +1,8 @@
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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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if (process.argv.length !== 7) {
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log("Usage: node <script> <Close.io general API key> <Close.io mail API key1> <Close.io mail API key2> <Intercom 'App ID:API key'> <mongo connection Url>");
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process.exit();
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}
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@ -24,14 +24,19 @@ const customFieldsToRemove = [
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];
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// Skip these problematic leads
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const leadsToSkip = ['6 sınıflar', 'fdsafd', 'ashtasht', 'matt+20160404teacher3 school', 'sdfdsf'];
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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 demoRequestEmailTemplates = ['tmpl_s7BZiydyCHOMMeXAcqRZzqn0fOtk0yOFlXSZ412MSGm', 'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf'];
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const createTeacherEmailTemplates = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
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const emailDelayMinutes = 27;
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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 closeIoMailApiKeys = [process.argv[3], process.argv[4]]; // Automatic mails sent as API owners
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const intercomAppIdApiKey = process.argv[5];
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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 mongoConnUrl = process.argv[6];
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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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@ -88,7 +93,12 @@ class Lead {
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}
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addTrialRequest(email, trial) {
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if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
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this.contacts[email.toLowerCase()].name = trial.properties.name;
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if (trial.properties.firstName && trial.properties.lastName) {
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this.contacts[email.toLowerCase()].name = `${trial.properties.firstName} ${trial.properties.lastName}`;
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}
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else if (trial.properties.name) {
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this.contacts[email.toLowerCase()].name = trial.properties.name;
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}
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this.contacts[email.toLowerCase()].trial = trial;
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}
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addUser(email, user) {
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@ -98,11 +108,11 @@ class Lead {
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const postData = {
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display_name: this.name,
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name: this.name,
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status: 'Not Attempted',
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status: 'Auto Attempted',
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contacts: this.getContactsPostData(),
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custom: {
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lastUpdated: new Date(),
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'Lead Origin': 'Demo Request'
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'Lead Origin': this.getLeadOrigin()
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}
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};
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for (const email in this.contacts) {
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@ -121,8 +131,8 @@ class Lead {
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// console.log('DEBUG: getLeadPutData', currentLead.name);
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const putData = {};
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const currentCustom = currentLead.custom || {};
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if (currentCustom['Lead Origin'] !== 'Demo Request') {
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putData['custom.Lead Origin'] = 'Demo Request';
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if (!currentCustom['Lead Origin']) {
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putData['custom.Lead Origin'] = this.getLeadOrigin();
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}
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for (const email in this.contacts) {
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@ -145,6 +155,18 @@ class Lead {
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}
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return putData;
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}
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getLeadOrigin() {
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for (const email in this.contacts) {
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const props = this.contacts[email].trial.properties;
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switch (props.siteOrigin) {
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case 'create teacher':
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return 'Create Teacher';
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case 'convert teacher':
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return 'Convert Teacher';
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}
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}
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return 'Demo Request';
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}
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getContactsPostData(existingLead) {
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const postData = [];
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const existingEmails = {};
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@ -362,7 +384,7 @@ function updateExistingLead(lead, existingLead, done) {
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const tasks = []
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for (const newContact of newContacts) {
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newContact.lead_id = existingLead.id;
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tasks.push(createAddContactFn(newContact));
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tasks.push(createAddContactFn(newContact, lead, existingLead));
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}
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async.parallel(tasks, (err, results) => {
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if (err) return done(err);
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@ -409,12 +431,27 @@ function saveNewLead(lead, done) {
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tasks.push(createAddNoteFn(existingLead.id, newNote));
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}
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async.parallel(tasks, (err, results) => {
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return done(err);
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if (err) return done(err);
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// Send emails to new contacts
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const tasks = [];
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for (const contact of existingLead.contacts) {
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for (const email of contact.emails) {
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if (['create teacher', 'convert teacher'].indexOf(lead.contacts[email.email].trial.properties.siteOrigin) >= 0) {
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tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(createTeacherEmailTemplates)));
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}
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else {
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tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(demoRequestEmailTemplates)));
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}
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}
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}
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async.parallel(tasks, (err, results) => {
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return done(err);
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});
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});
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});
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}
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function createUpdateLeadFn(lead) {
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return (done) => {
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// console.log('DEBUG: updateLead', lead.name);
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@ -441,21 +478,30 @@ function createUpdateLeadFn(lead) {
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};
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}
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function createAddContactFn(postData) {
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function createAddContactFn(postData, internalLead, externalLead) {
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return (done) => {
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// console.log('DEBUG: addContact', postData.lead_id);
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const options = {
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uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/Contact/`,
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uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/contact/`,
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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 Contact POST error for ${leadId}`);
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const newContact = JSON.parse(body);
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if (newContact.errors || newContact['field-errors']) {
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console.error(`New Contact POST error for ${postData.lead_id}`);
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console.error(body);
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return done();
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}
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// Send emails to new contact
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const email = postData.emails[0].email;
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if (['create teacher', 'convert teacher'].indexOf(internalLead.contacts[email].trial.properties.siteOrigin) >= 0) {
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return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(createTeacherEmailTemplates), done);
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}
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else {
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return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(demoRequestEmailTemplates), done);
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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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@ -484,6 +530,53 @@ function createAddNoteFn(leadId, newNote) {
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};
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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 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 createSendEmailFn(email, leadId, contactId, template) {
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return (done) => {
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return sendMail(email, leadId, contactId, template, done);
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};
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}
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function sendMail(toEmail, leadId, contactId, template, done) {
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// console.log('DEBUG: sendMail', toEmail, leadId, contactId, template);
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const dateScheduled = new Date();
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dateScheduled.setUTCMinutes(dateScheduled.getUTCMinutes() + emailDelayMinutes);
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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://${getRandomEmailApiKey()}: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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function updateLeads(leads, done) {
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const tasks = []
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for (const name in leads) {
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