mirror of
https://github.com/codeninjasllc/codecombat.git
synced 2025-03-14 07:00:01 -04:00
Switch inbound sales automation to be contact-based
Instead of lead-based. I.e. process trial request emails individually, in serial. This should fix a number of bugs we’ve seen recently. Find previous via email query should be more accurate. Send new contact email should be more accurate. Process coco contacts in series to avoid race condition bugs when two contacts belong on the same eventual Close lead.
This commit is contained in:
Matt Lott
parent
1ac40a94e7
commit
db4cc18dcd
2 changed files with 279 additions and 362 deletions
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@ -11,7 +11,7 @@ if (process.argv.length !== 7) {
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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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// TODO: status change is not related to specific lead contacts
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// TODO: status change is not related to specific lead contacts, e.g. lead_7fQAZKtX7tPYe352JpaUULVaVA99Ppq4HlsHXrRkpA9
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// TODO: update status after adding a call task
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const createTeacherEmailTemplatesAuto1 = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
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@ -9,12 +9,11 @@ if (process.argv.length !== 10) {
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// TODO: Test multiple contacts
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// TODO: Support multiple emails for the same contact (i.e diff trial and coco emails)
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// TODO: Update notes with new data (e.g. coco user or intercom url)
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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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// TODO: Cleanup country/status lookup code
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// TODO: Handle trial requests as individual contacts to be imported, instead of batching them into leads immediately via CocoLead objects
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// TODO: automation states should be driven at contact-level
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// TODO: unclear when we stop execution for an error vs. print it and continue
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// Save as custom fields instead of user-specific lead notes (also saving nces_ props)
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const commonTrialProperties = ['organization', 'district', 'city', 'state', 'country'];
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@ -27,9 +26,6 @@ const customFieldsToRemove = [
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'demo_request_organization', 'demo_request_city', 'demo_request_state', 'demo_request_country'
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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', 'ddddd', 'dsfadsaf', "Nolan's School of Wonders", 'asdfsadf'];
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const createTeacherEmailTemplatesAuto1 = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
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const demoRequestEmailTemplatesAuto1 = [
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'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf', // (Auto1) Demo Request Short
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@ -60,6 +56,7 @@ const usSchoolStatuses = ['Auto Attempt 1', 'New US Schools Auto Attempt 1', 'Ne
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const emailDelayMinutes = 27;
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const closeParallelLimit = 10;
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const intercomParallelLimit = 100;
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const scriptStartTime = new Date();
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const closeIoApiKey = process.argv[2]; // Matt
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@ -111,16 +108,16 @@ async.series([
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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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findCocoContacts((err, contacts) => {
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if (err) return done(err);
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log(`Num leads ${Object.keys(leads).length}`);
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log(`Num contacts ${Object.keys(contacts).length}`);
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// log('DEBUG: Adding Intercom data..');
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addIntercomData(leads, (err) => {
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addIntercomData(contacts, (err) => {
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if (err) return done(err);
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// log('DEBUG: Updating leads..');
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updateLeads(leads, (err) => {
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// log('DEBUG: Updating contacts..');
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updateCloseLeads(contacts, (err) => {
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return done(err);
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});
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});
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@ -319,7 +316,7 @@ function log(str) {
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// ** Coco data collection methods and class
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function findCocoLeads(done) {
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function findCocoContacts(done) {
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MongoClient.connect(mongoConnUrl, (err, db) => {
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if (err) return done(err);
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@ -330,22 +327,20 @@ function findCocoLeads(done) {
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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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const emailLeadMap = {};
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const emails = [];
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const contacts = {};
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for (const trialRequest of trialRequests) {
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if (!trialRequest.properties || !trialRequest.properties.email) continue;
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const email = trialRequest.properties.email.toLowerCase();
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emails.push(email);
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const name = trialRequest.properties.nces_name || trialRequest.properties.organization || trialRequest.properties.school || trialRequest.properties.district || trialRequest.properties.nces_district || email;
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if (!leads[name]) leads[name] = new CocoLead(name);
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leads[name].addTrialRequest(email, trialRequest);
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emailLeadMap[email] = leads[name];
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if (contacts[email]) {
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console.log(`ERROR: found additional course trial requests for email ${email}, skipping.`);
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continue;
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}
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contacts[email] = new CocoContact(email, trialRequest);
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}
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// Users for trial requests
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const query = {$and: [
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{emailLower: {$in: emails}},
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{emailLower: {$in: Object.keys(contacts)}},
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{anonymous: false}
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]};
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db.collection('users').find(query).toArray((err, users) => {
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@ -354,13 +349,13 @@ function findCocoLeads(done) {
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return done(err);
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}
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const userIDs = [];
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const userLeadMap = {};
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const userContactMap = {};
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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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emailLeadMap[email].addUser(email, user);
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contacts[email].addUser(user);
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userIDs.push(user._id);
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userLeadMap[user._id.valueOf()] = emailLeadMap[email];
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userContactMap[user._id.valueOf()] = contacts[email];
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userEmailMap[user._id.valueOf()] = email;
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}
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@ -373,20 +368,20 @@ function findCocoLeads(done) {
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}
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for (const classroom of classrooms) {
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userLeadMap[classroom.ownerID.valueOf()].addClassroom(userEmailMap[classroom.ownerID.valueOf()], classroom);
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userContactMap[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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return done(null, contacts);
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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 createAddIntercomDataFn(cocoLead, email) {
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function createAddIntercomDataFn(contact) {
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return (done) => {
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const options = {
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url: `https://api.intercom.io/users?email=${encodeURIComponent(email)}`,
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url: `https://api.intercom.io/users?email=${encodeURIComponent(contact.email)}`,
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auth: {
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user: intercomAppId,
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pass: intercomApiKey
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@ -399,7 +394,7 @@ function createAddIntercomDataFn(cocoLead, email) {
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if (error) return done(error);
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try {
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const user = JSON.parse(body);
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cocoLead.addIntercomUser(email, user);
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contact.addIntercomUser(user);
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}
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catch (err) {
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console.log(err);
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@ -410,120 +405,104 @@ function createAddIntercomDataFn(cocoLead, email) {
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};
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}
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function addIntercomData(leads, done) {
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function addIntercomData(contacts, done) {
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const tasks = []
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for (const name in leads) {
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for (const email in leads[name].contacts) {
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tasks.push(createAddIntercomDataFn(leads[name], email));
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}
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for (const email in contacts) {
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tasks.push(createAddIntercomDataFn(contacts[email]));
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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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async.parallelLimit(tasks, intercomParallelLimit, done);
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}
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class CocoLead {
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constructor(name) {
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this.contacts = {};
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this.custom = {};
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this.name = name;
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this.trialRequests = [];
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class CocoContact {
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constructor(email, trialRequest) {
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this.email = email;
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this.name = email;
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this.trialRequest = trialRequest;
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if (this.trialRequest.properties.firstName && this.trialRequest.properties.lastName) {
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this.name = `${this.trialRequest.properties.firstName} ${this.trialRequest.properties.lastName}`;
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}
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else if (this.trialRequest.properties.name) {
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this.name = this.trialRequest.properties.name;
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}
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this.leadName = trialRequest.properties.nces_name || trialRequest.properties.organization
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|| trialRequest.properties.school || trialRequest.properties.district
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|| trialRequest.properties.nces_district || email;
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}
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addClassroom(email, classroom) {
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if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
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const contact = this.contacts[email.toLowerCase()];
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contact.numClassrooms = contact.numClassrooms ? contact.numClassrooms + 1 : 1;
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addClassroom(classroom) {
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this.numClassrooms = this.numClassrooms ? this.numClassrooms + 1 : 1;
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if (classroom.members && classroom.members.length) {
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contact.numStudents = contact.numStudents ? contact.numStudents + classroom.members.length : classroom.members.length;
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this.numStudents = this.numStudents ? this.numStudents + classroom.members.length : classroom.members.length;
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}
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}
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addIntercomUser(email, user) {
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addIntercomUser(user) {
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if (user && user.id) {
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if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
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this.contacts[email.toLowerCase()].intercomUrl = `https://app.intercom.io/a/apps/${intercomAppId}/users/${user.id}/`;
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this.intercomUrl = `https://app.intercom.io/a/apps/${intercomAppId}/users/${user.id}/`;
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if (user.last_request_at) {
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this.contacts[email.toLowerCase()].intercomLastSeen = new Date(parseInt(user.last_request_at) * 1000);
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this.intercomLastSeen = new Date(parseInt(user.last_request_at) * 1000);
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}
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if (user.session_count) {
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this.contacts[email.toLowerCase()].intercomSessionCount = parseInt(user.session_count);
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this.intercomSessionCount = parseInt(user.session_count);
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}
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}
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}
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addTrialRequest(email, trial) {
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if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
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if (trial.properties.firstName && trial.properties.lastName) {
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this.contacts[email.toLowerCase()].name = `${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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this.trialRequests.push(trial);
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}
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addUser(email, user) {
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this.contacts[email.toLowerCase()].user = user;
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addUser(user) {
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this.user = user;
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}
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getInitialLeadStatus() {
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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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if (props && props['country']) {
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const status = getInitialLeadStatusViaCountry(props['country'], this.trialRequests);
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if (status) return status;
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}
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const props = this.trialRequest.properties;
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if (props && props['country']) {
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const status = getInitialLeadStatusViaCountry(props['country'], [this.trialRequest]);
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if (status) return status;
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}
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return getInitialLeadStatusViaEmails(Object.keys(this.contacts), this.trialRequests);
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return getInitialLeadStatusViaEmails([this.email], [this.trialRequest]);
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}
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getLeadPostData() {
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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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display_name: this.leadName,
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name: this.leadName,
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status: this.getInitialLeadStatus(),
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contacts: this.getContactsPostData(),
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contacts: [this.getContactPostData()],
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custom: {
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lastUpdated: new Date(),
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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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const props = this.contacts[email].trial.properties;
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if (props) {
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for (const prop in props) {
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if (commonTrialProperties.indexOf(prop) >= 0 || /nces_/ig.test(prop)) {
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postData.custom[`demo_${prop}`] = props[prop];
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}
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const props = this.trialRequest.properties;
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if (props) {
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for (const prop in props) {
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if (commonTrialProperties.indexOf(prop) >= 0 || /nces_/ig.test(prop)) {
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postData.custom[`demo_${prop}`] = props[prop];
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}
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}
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if (this.contacts[email].intercomLastSeen && (this.contacts[email].intercomLastSeen > (postData.custom['intercom_lastSeen'] || 0))) {
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postData.custom['intercom_lastSeen'] = this.contacts[email].intercomLastSeen;
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}
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if (this.contacts[email].intercomSessionCount && (this.contacts[email].intercomSessionCount > (postData.custom['intercom_sessionCount'] || 0))) {
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postData.custom['intercom_sessionCount'] = this.contacts[email].intercomSessionCount;
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}
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}
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if (this.intercomLastSeen && (this.intercomLastSeen > (postData.custom['intercom_lastSeen'] || 0))) {
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postData.custom['intercom_lastSeen'] = this.intercomLastSeen;
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}
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if (this.intercomSessionCount && (this.intercomSessionCount > (postData.custom['intercom_sessionCount'] || 0))) {
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postData.custom['intercom_sessionCount'] = this.intercomSessionCount;
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}
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return postData;
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}
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getLeadPutData(currentLead) {
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// console.log('DEBUG: getLeadPutData', currentLead.name);
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getLeadPutData(closeLead) {
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// console.log('DEBUG: getLeadPutData', closeLead.id);
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const putData = {};
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const currentCustom = currentLead.custom || {};
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const currentCustom = closeLead.custom || {};
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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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const props = this.contacts[email].trial.properties;
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if (props) {
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for (const prop in props) {
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if (!currentCustom[`demo_${prop}`] && (commonTrialProperties.indexOf(prop) >= 0 || /nces_/ig.test(prop))) {
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putData[`custom.demo_${prop}`] = props[prop];
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}
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const props = this.trialRequest.properties;
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if (props) {
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for (const prop in props) {
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if (!currentCustom[`demo_${prop}`] && (commonTrialProperties.indexOf(prop) >= 0 || /nces_/ig.test(prop))) {
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putData[`custom.demo_${prop}`] = props[prop];
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}
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}
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if (this.contacts[email].intercomLastSeen && (this.contacts[email].intercomLastSeen > (currentCustom['intercom_lastSeen'] || 0))) {
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putData['custom.intercom_lastSeen'] = this.contacts[email].intercomLastSeen;
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}
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if (this.contacts[email].intercomSessionCount && (this.contacts[email].intercomSessionCount > (currentCustom['intercom_sessionCount'] || 0))) {
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putData['custom.intercom_sessionCount'] = this.contacts[email].intercomSessionCount;
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}
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}
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if (this.intercomLastSeen && (this.intercomLastSeen > (currentCustom['intercom_lastSeen'] || 0))) {
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putData['custom.intercom_lastSeen'] = this.intercomLastSeen;
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}
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if (this.intercomSessionCount && (this.intercomSessionCount > (currentCustom['intercom_sessionCount'] || 0))) {
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putData['custom.intercom_sessionCount'] = this.intercomSessionCount;
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}
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for (const field of customFieldsToRemove) {
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if (currentCustom[field]) {
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@ -536,233 +515,205 @@ class CocoLead {
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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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const props = this.trialRequest.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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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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getContactPostData(existingLead) {
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const data = {
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emails: [{email: this.email}],
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name: this.name
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}
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if (existingLead) {
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const existingContacts = existingLead.contacts || [];
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for (const contact of existingContacts) {
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const emails = contact.emails || [];
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for (const email of emails) {
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existingEmails[email.email.toLowerCase()] = true;
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}
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}
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data.lead_id = existingLead.id;
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}
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for (const email in this.contacts) {
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if (existingEmails[email]) continue;
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const contact = this.contacts[email];
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const data = {
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emails: [{email: email}],
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name: contact.name
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}
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const props = contact.trial.properties;
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if (props.phoneNumber) {
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data.phones = [{phone: props.phoneNumber}];
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}
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if (props.role) {
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data.title = props.role;
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}
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else if (contact.user || contact.user.role) {
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data.title = contact.user.role;
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}
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postData.push(data);
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const props = this.trialRequest.properties;
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if (props.nces_phone) {
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data.phones = [{phone: props.nces_phone}];
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}
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return postData;
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else if (props.phoneNumber) {
|
||||
data.phones = [{phone: props.phoneNumber}];
|
||||
}
|
||||
if (props.role) {
|
||||
data.title = props.role;
|
||||
}
|
||||
else if (this.user && this.user.role) {
|
||||
data.title = this.user.role;
|
||||
}
|
||||
return data;
|
||||
}
|
||||
getNotesPostData(currentNotes) {
|
||||
getNotePostData(currentNotes) {
|
||||
// Post activity notes for each contact
|
||||
function noteExists(email) {
|
||||
if (currentNotes) {
|
||||
for (const note of currentNotes) {
|
||||
if (note.note.indexOf(email) >= 0) {
|
||||
return true;
|
||||
}
|
||||
}
|
||||
}
|
||||
return false;
|
||||
}
|
||||
const notes = [];
|
||||
for (const email in this.contacts) {
|
||||
if (!noteExists(email)) {
|
||||
const contact = this.contacts[email];
|
||||
let noteData = "";
|
||||
const trial = contact.trial
|
||||
if (trial.properties) {
|
||||
const props = trial.properties;
|
||||
if (props.name) {
|
||||
noteData += `${props.name}\n`;
|
||||
}
|
||||
if (props.email) {
|
||||
noteData += `demo_email: ${props.email.toLowerCase()}\n`;
|
||||
}
|
||||
if (trial.created) {
|
||||
noteData += `demo_request: ${trial.created}\n`;
|
||||
}
|
||||
if (props.educationLevel) {
|
||||
noteData += `demo_educationLevel: ${props.educationLevel.join(', ')}\n`;
|
||||
}
|
||||
for (const prop in props) {
|
||||
if (['email', 'educationLevel', 'created'].indexOf(prop) >= 0 || commonTrialProperties.indexOf(prop) >= 0) continue;
|
||||
noteData += `demo_${prop}: ${props[prop]}\n`;
|
||||
}
|
||||
}
|
||||
if (contact.intercomUrl) noteData += `intercom_url: ${contact.intercomUrl}\n`;
|
||||
if (contact.intercomLastSeen) noteData += `intercom_lastSeen: ${contact.intercomLastSeen}\n`;
|
||||
if (contact.intercomSessionCount) noteData += `intercom_sessionCount: ${contact.intercomSessionCount}\n`;
|
||||
if (contact.user) {
|
||||
const user = contact.user
|
||||
noteData += `coco_userID: ${user._id}\n`;
|
||||
if (user.firstName) noteData += `coco_firstName: ${user.firstName}\n`;
|
||||
if (user.lastName) noteData += `coco_lastName: ${user.lastName}\n`;
|
||||
if (user.name) noteData += `coco_name: ${user.name}\n`;
|
||||
if (user.emaillower) noteData += `coco_email: ${user.emailLower}\n`;
|
||||
if (user.gender) noteData += `coco_gender: ${user.gender}\n`;
|
||||
if (user.lastLevel) noteData += `coco_lastLevel: ${user.lastLevel}\n`;
|
||||
if (user.role) noteData += `coco_role: ${user.role}\n`;
|
||||
if (user.schoolName) noteData += `coco_schoolName: ${user.schoolName}\n`;
|
||||
if (user.stats && user.stats.gamesCompleted) noteData += `coco_gamesCompleted: ${user.stats.gamesCompleted}\n`;
|
||||
noteData += `coco_preferredLanguage: ${user.preferredLanguage || 'en-US'}\n`;
|
||||
}
|
||||
if (contact.numClassrooms) {
|
||||
noteData += `coco_numClassrooms: ${contact.numClassrooms}\n`
|
||||
}
|
||||
if (contact.numStudents) {
|
||||
noteData += `coco_numStudents: ${contact.numStudents}\n`
|
||||
}
|
||||
notes.push(noteData);
|
||||
for (const note of currentNotes || []) {
|
||||
if (note.note.indexOf(this.email) >= 0) {
|
||||
return [];
|
||||
}
|
||||
}
|
||||
return notes;
|
||||
let noteData = "";
|
||||
if (this.trialRequest.properties) {
|
||||
const props = this.trialRequest.properties;
|
||||
if (props.name) {
|
||||
noteData += `${props.name}\n`;
|
||||
}
|
||||
if (props.email) {
|
||||
noteData += `demo_email: ${props.email.toLowerCase()}\n`;
|
||||
}
|
||||
if (this.trialRequest.created) {
|
||||
noteData += `demo_request: ${this.trialRequest.created}\n`;
|
||||
}
|
||||
if (props.educationLevel) {
|
||||
noteData += `demo_educationLevel: ${props.educationLevel.join(', ')}\n`;
|
||||
}
|
||||
for (const prop in props) {
|
||||
if (['email', 'educationLevel', 'created'].indexOf(prop) >= 0) continue;
|
||||
noteData += `demo_${prop}: ${props[prop]}\n`;
|
||||
}
|
||||
}
|
||||
if (this.intercomUrl) noteData += `intercom_url: ${this.intercomUrl}\n`;
|
||||
if (this.intercomLastSeen) noteData += `intercom_lastSeen: ${this.intercomLastSeen}\n`;
|
||||
if (this.intercomSessionCount) noteData += `intercom_sessionCount: ${this.intercomSessionCount}\n`;
|
||||
if (this.user) {
|
||||
const user = this.user
|
||||
noteData += `coco_userID: ${user._id}\n`;
|
||||
if (user.firstName) noteData += `coco_firstName: ${user.firstName}\n`;
|
||||
if (user.lastName) noteData += `coco_lastName: ${user.lastName}\n`;
|
||||
if (user.name) noteData += `coco_name: ${user.name}\n`;
|
||||
if (user.emaillower) noteData += `coco_email: ${user.emailLower}\n`;
|
||||
if (user.gender) noteData += `coco_gender: ${user.gender}\n`;
|
||||
if (user.lastLevel) noteData += `coco_lastLevel: ${user.lastLevel}\n`;
|
||||
if (user.role) noteData += `coco_role: ${user.role}\n`;
|
||||
if (user.schoolName) noteData += `coco_schoolName: ${user.schoolName}\n`;
|
||||
if (user.stats && user.stats.gamesCompleted) noteData += `coco_gamesCompleted: ${user.stats.gamesCompleted}\n`;
|
||||
noteData += `coco_preferredLanguage: ${user.preferredLanguage || 'en-US'}\n`;
|
||||
}
|
||||
if (this.numClassrooms) {
|
||||
noteData += `coco_numClassrooms: ${this.numClassrooms}\n`
|
||||
}
|
||||
if (this.numStudents) {
|
||||
noteData += `coco_numStudents: ${this.numStudents}\n`
|
||||
}
|
||||
return noteData;
|
||||
}
|
||||
}
|
||||
|
||||
// ** Upsert Close.io methods
|
||||
|
||||
function updateExistingLead(lead, existingLead, userApiKeyMap, done) {
|
||||
// console.log('DEBUG: updateExistingLead', existingLead.id);
|
||||
const putData = lead.getLeadPutData(existingLead);
|
||||
function updateCloseLead(cocoContact, closeLead, userApiKeyMap, done) {
|
||||
// console.log('DEBUG: updateCloseLead', cocoContact.email, closeLead.id);
|
||||
|
||||
const putData = cocoContact.getLeadPutData(closeLead);
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/${existingLead.id}/`,
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/${closeLead.id}/`,
|
||||
body: JSON.stringify(putData)
|
||||
};
|
||||
request.put(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const result = JSON.parse(body);
|
||||
if (result.errors || result['field-errors']) {
|
||||
console.error(`Update existing lead PUT error for ${lead.name}`);
|
||||
console.error(body);
|
||||
// console.log(putData);
|
||||
console.error(`Update existing lead PUT error for ${cocoContact.leadName}`);
|
||||
return done();
|
||||
}
|
||||
|
||||
// Add contacts
|
||||
const newContacts = lead.getContactsPostData(existingLead);
|
||||
const tasks = []
|
||||
for (const newContact of newContacts) {
|
||||
newContact.lead_id = existingLead.id;
|
||||
tasks.push(createAddContactFn(newContact, lead, existingLead, userApiKeyMap));
|
||||
// Check for existing contact
|
||||
const existingContacts = closeLead.contacts || [];
|
||||
for (const contact of existingContacts) {
|
||||
const emails = contact.emails || [];
|
||||
for (const email of emails) {
|
||||
if (email.email.toLowerCase() === cocoContact.email) {
|
||||
// console.log(`DEBUG: contact ${cocoContact.email} already exists on ${closeLead.id}`);
|
||||
return done();
|
||||
}
|
||||
}
|
||||
}
|
||||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||||
|
||||
// Add Close contact
|
||||
addContact(cocoContact, closeLead, userApiKeyMap, (err, results) => {
|
||||
if (err) return done(err);
|
||||
|
||||
// Add notes
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/note/?lead_id=${existingLead.id}`;
|
||||
// Add Close note
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/note/?lead_id=${closeLead.id}`;
|
||||
request.get(url, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const currentNotes = JSON.parse(body).data;
|
||||
const newNotes = lead.getNotesPostData(currentNotes);
|
||||
const tasks = []
|
||||
for (const newNote of newNotes) {
|
||||
tasks.push(createAddNoteFn(existingLead.id, newNote));
|
||||
}
|
||||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||||
return done(err);
|
||||
});
|
||||
addNote(cocoContact, closeLead, currentNotes, done);
|
||||
});
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
function saveNewLead(lead, done) {
|
||||
const postData = lead.getLeadPostData();
|
||||
// console.log(`DEBUG: saveNewLead ${lead.name} ${postData.status}`);
|
||||
function saveNewCloseLead(cocoContact, userApiKeyMap, done) {
|
||||
const postData = cocoContact.getLeadPostData();
|
||||
// console.log(`DEBUG: saveNewCloseLead ${cocoContact.email} ${postData.status}`);
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/`,
|
||||
body: JSON.stringify(postData)
|
||||
};
|
||||
request.post(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const existingLead = JSON.parse(body);
|
||||
if (existingLead.errors || existingLead['field-errors']) {
|
||||
console.error(`New lead POST error for ${lead.name}`);
|
||||
console.error(body);
|
||||
// console.error(JSON.stringify(postData, null, 2));
|
||||
const newCloseLead = JSON.parse(body);
|
||||
if (newCloseLead.errors || newCloseLead['field-errors']) {
|
||||
console.error(`New lead POST error for ${cocoContact.email}`);
|
||||
console.error(newCloseLead.errors || newCloseLead['field-errors']);
|
||||
return done();
|
||||
}
|
||||
|
||||
// Add notes
|
||||
const newNotes = lead.getNotesPostData();
|
||||
const tasks = []
|
||||
for (const newNote of newNotes) {
|
||||
tasks.push(createAddNoteFn(existingLead.id, newNote));
|
||||
}
|
||||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||||
// Add contact note
|
||||
addNote(cocoContact, newCloseLead, null, (err, results) => {
|
||||
if (err) return done(err);
|
||||
|
||||
// Send emails to new contacts
|
||||
const tasks = [];
|
||||
for (const contact of existingLead.contacts) {
|
||||
// Send email to new contact
|
||||
let newContact = null;
|
||||
for (const contact of newCloseLead.contacts) {
|
||||
for (const email of contact.emails) {
|
||||
const countryCode = getCountryCode(lead.contacts[email.email].trial.properties.country, [email.email]);
|
||||
const emailTemplate = getEmailTemplate(lead.contacts[email.email].trial.properties.siteOrigin, postData.status, countryCode);
|
||||
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, emailTemplate, postData.status));
|
||||
if (email.email === cocoContact.email) {
|
||||
newContact = contact;
|
||||
break;
|
||||
}
|
||||
}
|
||||
if (newContact) break;
|
||||
}
|
||||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||||
return done(err);
|
||||
});
|
||||
if (!newContact) {
|
||||
console.error(`ERROR: Could not find contact ${cocoContact.email} in new lead ${newCloseLead.id}`);
|
||||
return done();
|
||||
}
|
||||
const countryCode = getCountryCode(cocoContact.trialRequest.properties.country, [cocoContact.email]);
|
||||
const emailTemplate = getEmailTemplate(cocoContact.trialRequest.properties.siteOrigin, postData.status, countryCode);
|
||||
sendMail(cocoContact.email, newCloseLead, newContact.id, emailTemplate, userApiKeyMap, emailDelayMinutes, done);
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
function createFindExistingLeadFn(email, name, existingLeads) {
|
||||
function createFindExistingLeadFn(email, existingLeads) {
|
||||
return (done) => {
|
||||
// console.log('DEBUG: findEmailLead', email);
|
||||
const query = `recipient:"${email}"`;
|
||||
const query = `email_address:"${email}"`;
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/?query=${encodeURIComponent(query)}`;
|
||||
request.get(url, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
try {
|
||||
const data = JSON.parse(body);
|
||||
if (data.total_results > 0) {
|
||||
if (!existingLeads[name]) existingLeads[name] = [];
|
||||
if (!existingLeads[email]) existingLeads[email] = [];
|
||||
for (const lead of data.data) {
|
||||
existingLeads[name].push(lead);
|
||||
existingLeads[email].push(lead);
|
||||
}
|
||||
}
|
||||
return done();
|
||||
} catch (error) {
|
||||
// console.log(url);
|
||||
console.log(`ERROR: failed to parse email lead search for ${email}`);
|
||||
console.log(error);
|
||||
// console.log(body);
|
||||
return done(error);
|
||||
}
|
||||
});
|
||||
};
|
||||
}
|
||||
|
||||
function createUpdateLeadFn(lead, existingLeads, userApiKeyMap) {
|
||||
function createUpdateCloseLeadFn(cocoContact, existingLeads, userApiKeyMap) {
|
||||
// New contact lead matching algorithm:
|
||||
// 1. New contact email exists
|
||||
// 2. New contact NCES school id exists
|
||||
|
|
@ -770,33 +721,27 @@ function createUpdateLeadFn(lead, existingLeads, userApiKeyMap) {
|
|||
// 4. New contact school name and no NCES data
|
||||
// 5. New contact district name and no NCES data
|
||||
return (done) => {
|
||||
// console.log('DEBUG: updateLead', lead.name);
|
||||
// console.log('DEBUG: createUpdateCloseLeadFn', cocoContact.email);
|
||||
|
||||
if (existingLeads[lead.name.toLowerCase()]) {
|
||||
if (existingLeads[lead.name.toLowerCase()].length === 1) {
|
||||
// console.log(`DEBUG: Using lead from email lookup: ${lead.name}`);
|
||||
return updateExistingLead(lead, existingLeads[lead.name.toLowerCase()][0], userApiKeyMap, done);
|
||||
if (existingLeads[cocoContact.email]) {
|
||||
if (existingLeads[cocoContact.email].length === 1) {
|
||||
// console.log(`DEBUG: Using lead from email lookup: ${cocoContact.email}`);
|
||||
return updateCloseLead(cocoContact, existingLeads[cocoContact.email][0], userApiKeyMap, done);
|
||||
}
|
||||
console.error(`ERROR: ${existingLeads[lead.name.toLowerCase()].length} email leads found for ${lead.name}`);
|
||||
console.error(`ERROR: ${existingLeads[cocoContact.email].length} email leads found for ${cocoContact.email}`);
|
||||
return done();
|
||||
}
|
||||
|
||||
let nces_district_id;
|
||||
let nces_school_id;
|
||||
for (const trial of lead.trialRequests) {
|
||||
if (!trial.properties) continue;
|
||||
if (trial.properties.nces_district_id) {
|
||||
nces_district_id = trial.properties.nces_district_id;
|
||||
if (trial.properties.nces_id) {
|
||||
nces_district_id = trial.properties.nces_district_id;
|
||||
nces_school_id = trial.properties.nces_id;
|
||||
break;
|
||||
}
|
||||
}
|
||||
let nces_district_id = null, nces_school_id = null;
|
||||
if (cocoContact.trialRequest.properties.nces_district_id) {
|
||||
nces_district_id = cocoContact.trialRequest.properties.nces_district_id;
|
||||
}
|
||||
// console.log(`DEBUG: updateLead district ${nces_district_id} school ${nces_school_id}`);
|
||||
if (cocoContact.trialRequest.properties.nces_id) {
|
||||
nces_school_id = cocoContact.trialRequest.properties.nces_id;
|
||||
}
|
||||
// console.log(`DEBUG: updateCloseLead district ${nces_district_id} school ${nces_school_id}`);
|
||||
|
||||
let query = `name:"${lead.name}"`;
|
||||
let query = `name:"${cocoContact.leadName}"`;
|
||||
if (nces_school_id) {
|
||||
query = `custom.demo_nces_id:"${nces_school_id}"`;
|
||||
}
|
||||
|
|
@ -809,109 +754,89 @@ function createUpdateLeadFn(lead, existingLeads, userApiKeyMap) {
|
|||
try {
|
||||
const data = JSON.parse(body);
|
||||
if (data.total_results > 1) {
|
||||
console.error(`ERROR: ${data.total_results} leads found for ${lead.name} nces_district_id=${nces_district_id} nces_school_id=${nces_school_id}`);
|
||||
console.error(`ERROR: ${data.total_results} leads found for ${cocoContact.email} nces_district_id=${nces_district_id} nces_school_id=${nces_school_id}`);
|
||||
return done();
|
||||
}
|
||||
if (data.total_results === 1) {
|
||||
return updateExistingLead(lead, data.data[0], userApiKeyMap, done);
|
||||
return updateCloseLead(cocoContact, data.data[0], userApiKeyMap, done);
|
||||
}
|
||||
return saveNewLead(lead, done);
|
||||
return saveNewCloseLead(cocoContact, userApiKeyMap, done);
|
||||
} catch (error) {
|
||||
console.log(`ERROR: updateLead ${error}`);
|
||||
console.log(`ERROR: createUpdateCloseLeadFn ${cocoContact.email}`);
|
||||
console.log(error);
|
||||
return done();
|
||||
}
|
||||
});
|
||||
};
|
||||
}
|
||||
|
||||
function createAddContactFn(postData, internalLead, closeIoLead, userApiKeyMap) {
|
||||
return (done) => {
|
||||
// console.log('DEBUG: addContact', postData.lead_id);
|
||||
|
||||
// Create new contact
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/contact/`,
|
||||
body: JSON.stringify(postData)
|
||||
};
|
||||
request.post(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const newContact = JSON.parse(body);
|
||||
if (newContact.errors || newContact['field-errors']) {
|
||||
console.error(`New Contact POST error for ${postData.lead_id}`);
|
||||
console.error(body);
|
||||
return done();
|
||||
}
|
||||
|
||||
// Find previous internal user for new contact correspondence
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/email/?lead_id=${closeIoLead.id}`;
|
||||
request.get(url, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const data = JSON.parse(body);
|
||||
let emailApiKey = data.data && data.data.length > 0 ? userApiKeyMap[data.data[0].user_id] : getEmailApiKey(closeIoLead.status_label);
|
||||
if (!emailApiKey) emailApiKey = getEmailApiKey(closeIoLead.status_label);
|
||||
|
||||
// Send email to new contact
|
||||
const email = postData.emails[0].email;
|
||||
const countryCode = getCountryCode(internalLead.contacts[email].trial.properties.country, [email]);
|
||||
const emailTemplate = getEmailTemplate(internalLead.contacts[email].trial.properties.siteOrigin, closeIoLead.status_label, countryCode);
|
||||
sendMail(email, closeIoLead.id, newContact.id, emailTemplate, emailApiKey, emailDelayMinutes, done);
|
||||
});
|
||||
});
|
||||
function addContact(cocoContact, closeLead, userApiKeyMap, done) {
|
||||
// console.log('DEBUG: addContact', closeLead.id, cocoContact.email);
|
||||
const postData = cocoContact.getContactPostData(closeLead);
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/contact/`,
|
||||
body: JSON.stringify(postData)
|
||||
};
|
||||
}
|
||||
|
||||
function createAddNoteFn(leadId, newNote) {
|
||||
return (done) => {
|
||||
// console.log('DEBUG: addNote', leadId);
|
||||
const notePostData = {
|
||||
note: newNote,
|
||||
lead_id: leadId
|
||||
};
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/note/`,
|
||||
body: JSON.stringify(notePostData)
|
||||
};
|
||||
request.post(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const result = JSON.parse(body);
|
||||
if (result.errors || result['field-errors']) {
|
||||
console.error(`New note POST error for ${leadId}`);
|
||||
console.error(body);
|
||||
// console.error(notePostData);
|
||||
}
|
||||
request.post(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const newContact = JSON.parse(body);
|
||||
if (newContact.errors || newContact['field-errors']) {
|
||||
console.error(`New Contact POST error for ${postData.lead_id}`);
|
||||
return done();
|
||||
});
|
||||
};
|
||||
}
|
||||
|
||||
const countryCode = getCountryCode(cocoContact.trialRequest.properties.country, [cocoContact.email]);
|
||||
const emailTemplate = getEmailTemplate(cocoContact.trialRequest.properties.siteOrigin, closeLead.status_label, countryCode);
|
||||
sendMail(cocoContact.email, closeLead, newContact.id, emailTemplate, userApiKeyMap, emailDelayMinutes, done);
|
||||
});
|
||||
}
|
||||
|
||||
function createSendEmailFn(email, leadId, contactId, template, leadStatus) {
|
||||
return (done) => {
|
||||
return sendMail(email, leadId, contactId, template, getEmailApiKey(leadStatus), emailDelayMinutes, done);
|
||||
function addNote(cocoContact, closeLead, currentNotes, done) {
|
||||
// console.log('DEBUG: addNote', cocoContact.email, closeLead.id);
|
||||
const newNote = cocoContact.getNotePostData(currentNotes);
|
||||
const notePostData = {
|
||||
note: newNote,
|
||||
lead_id: closeLead.id
|
||||
};
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/note/`,
|
||||
body: JSON.stringify(notePostData)
|
||||
};
|
||||
request.post(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const result = JSON.parse(body);
|
||||
if (result.errors || result['field-errors']) {
|
||||
console.error(`New note POST error for ${closeLead.id}`);
|
||||
}
|
||||
return done();
|
||||
});
|
||||
}
|
||||
|
||||
function sendMail(toEmail, leadId, contactId, template, emailApiKey, delayMinutes, done) {
|
||||
function sendMail(toEmail, closeLead, contactId, template, userApiKeyMap, delayMinutes, done) {
|
||||
// console.log('DEBUG: sendMail', toEmail, leadId, contactId, template, emailApiKey, delayMinutes);
|
||||
|
||||
let emailApiKey = getEmailApiKey(closeLead.status_label);
|
||||
|
||||
// Check for previously sent email
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/email/?lead_id=${leadId}`;
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/email/?lead_id=${closeLead.id}`;
|
||||
request.get(url, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
try {
|
||||
const data = JSON.parse(body);
|
||||
for (const emailData of data.data) {
|
||||
emailApiKey = userApiKeyMap[emailData.user_id] || emailApiKey;
|
||||
if (!isSameEmailTemplateType(emailData.template_id, template)) continue;
|
||||
for (const email of emailData.to) {
|
||||
if (email.toLowerCase() === toEmail.toLowerCase()) {
|
||||
console.error("ERROR: sending duplicate email:", toEmail, leadId, contactId, template, emailData.contact_id);
|
||||
console.error("ERROR: sending duplicate email:", toEmail, closeLead.id, contactId, template, emailData.contact_id);
|
||||
return done();
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
catch (err) {
|
||||
console.error(`ERROR: parsing previous email sent GET for ${toEmail} ${closeLead.id}`);
|
||||
console.log(err);
|
||||
console.log(body);
|
||||
return done();
|
||||
}
|
||||
|
||||
|
|
@ -921,7 +846,7 @@ function sendMail(toEmail, leadId, contactId, template, emailApiKey, delayMinute
|
|||
const postData = {
|
||||
to: [toEmail],
|
||||
contact_id: contactId,
|
||||
lead_id: leadId,
|
||||
lead_id: closeLead.id,
|
||||
template_id: template,
|
||||
status: 'scheduled',
|
||||
date_scheduled: dateScheduled
|
||||
|
|
@ -934,10 +859,8 @@ function sendMail(toEmail, leadId, contactId, template, emailApiKey, delayMinute
|
|||
if (error) return done(error);
|
||||
const result = JSON.parse(body);
|
||||
if (result.errors || result['field-errors']) {
|
||||
const errorMessage = `Send email POST error for ${toEmail} ${leadId} ${contactId}`;
|
||||
const errorMessage = `Send email POST error for ${toEmail} ${closeLead.id} ${contactId}`;
|
||||
console.error(errorMessage);
|
||||
console.error(body);
|
||||
// console.error(postData);
|
||||
return done(errorMessage);
|
||||
}
|
||||
return done();
|
||||
|
|
@ -945,7 +868,7 @@ function sendMail(toEmail, leadId, contactId, template, emailApiKey, delayMinute
|
|||
});
|
||||
}
|
||||
|
||||
function updateLeads(leads, done) {
|
||||
function updateCloseLeads(cocoContacts, done) {
|
||||
const userApiKeyMap = {};
|
||||
let createGetUserFn = (apiKey) => {
|
||||
return (done) => {
|
||||
|
|
@ -968,22 +891,16 @@ function updateLeads(leads, done) {
|
|||
// Querying via lead name is unreliable
|
||||
const existingLeads = {};
|
||||
const tasks = [];
|
||||
for (const name in leads) {
|
||||
if (leadsToSkip.indexOf(name) >= 0) continue;
|
||||
for (const email in leads[name].contacts) {
|
||||
tasks.push(createFindExistingLeadFn(email.toLowerCase(), name.toLowerCase(), existingLeads));
|
||||
}
|
||||
for (const email in cocoContacts) {
|
||||
tasks.push(createFindExistingLeadFn(email, existingLeads));
|
||||
}
|
||||
async.parallelLimit(tasks, closeParallelLimit, (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, userApiKeyMap));
|
||||
for (const email in cocoContacts) {
|
||||
tasks.push(createUpdateCloseLeadFn(cocoContacts[email], existingLeads, userApiKeyMap));
|
||||
}
|
||||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||||
return done(err);
|
||||
});
|
||||
async.series(tasks, done);
|
||||
});
|
||||
});
|
||||
}
|
||||
|
|
|
|||
Loading…
Reference in a new issue