// Upsert new lead data into Close.io 'use strict'; if (process.argv.length !== 10) { log("Usage: node <script> <Close.io general API key> <Close.io mail API key1> <Close.io mail API key2> <Close.io mail API key3> <Close.io mail API key4> <Close.io EU mail API key> <Intercom 'App ID:API key'> <mongo connection Url>"); process.exit(); } // TODO: Test multiple contacts // TODO: Support multiple emails for the same contact (i.e diff trial and coco emails) // TODO: Update notes with new data (e.g. coco user or intercom url) // TODO: Reduce response data via _fields param // TODO: Assumes 1:1 contact:email relationship (Close.io supports multiple emails for a single contact) // TODO: Cleanup country/status lookup code // TODO: automation states should be driven at contact-level // TODO: unclear when we stop execution for an error vs. print it and continue // Save as custom fields instead of user-specific lead notes (also saving nces_ props) const commonTrialProperties = ['organization', 'district', 'city', 'state', 'country']; // Old properties which are deprecated or moved const customFieldsToRemove = [ 'coco_name', 'coco_firstName', 'coco_lastName', 'coco_gender', 'coco_numClassrooms', 'coco_numStudents', 'coco_role', 'coco_schoolName', 'coco_stats', 'coco_lastLevel', 'email', 'intercom_url', 'name', 'trial_created', 'trial_educationLevel', 'trial_phoneNumber', 'trial_email', 'trial_location', 'trial_name', 'trial_numStudents', 'trial_role', 'trial_userID', 'userID', 'trial_organization', 'trial_city', 'trial_state', 'trial_country', 'demo_request_organization', 'demo_request_city', 'demo_request_state', 'demo_request_country' ]; const createTeacherEmailTemplatesAuto1 = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G']; const demoRequestEmailTemplatesAuto1 = [ 'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf', // (Auto1) Demo Request Short 'tmpl_2hV6OdOXtsObLQK9qlRdpf0C9QKbER06T17ksGYOoUE', // (Auto1) Demo Request With Questions 'tmpl_Q0tweZ5H4xs2E489KwdYj3HET9PpzkQ7jgDQb9hOMTR', // (Auto1) Demo Request Without Questions ]; const createTeacherInternationalEmailTemplateAuto1 = 'tmpl_8vsXwcr6dWefMnAEfPEcdHaxqSfUKUY8UKq6WfReGqG'; const demoRequestInternationalEmailTemplateAuto1 = 'tmpl_nnH1p3II7G7NJYiPOIHphuj4XUaDptrZk1mGQb2d9Xa'; const createTeacherNlEmailTemplatesAuto1 = ['tmpl_yf9tAPasz8KV7L414GhWWIclU8ewclh3Z8lCx2mCoIU', 'tmpl_OgPCV2p59uq0daVuUPF6r1rcQkxJbViyZ1ZMtW45jY8']; const demoRequestNlEmailTemplatesAuto1 = ['tmpl_XGKyZm6gcbqZ5jirt7A54Vu8p68cLxAsKZtb9QBABUE', 'tmpl_xcfgQjUHPa6LLsbPWuPvEUElFXHmIpLa4IZEybJ0b0u']; // Prioritized Close.io lead status match list const closeIoInitialLeadStatuses = [ {status: 'Inbound UK Auto Attempt 1', regex: /^uk$|\.uk$/}, {status: 'Inbound Canada Auto Attempt 1', regex: /^ca$|\.ca$/}, {status: 'Inbound AU Auto Attempt 1', regex: /^au$|\.au$/}, {status: 'Inbound NZ Auto Attempt 1', regex: /^nz$|\.nz$/}, {status: 'New US Schools Auto Attempt 1', regex: /^us$|\.us$|\.gov$|k12|sd/}, {status: 'Inbound International Auto Attempt 1', regex: /^[A-Za-z]{2}$|\.[A-Za-z]{2}$/}, {status: 'Auto Attempt 1', regex: /^[A-Za-z]*$/} ]; const defaultLeadStatus = 'Auto Attempt 1'; const defaultInternationalLeadStatus = 'Inbound International Auto Attempt 1'; const defaultEuLeadStatus = 'Inbound EU Auto Attempt 1'; const usSchoolStatuses = ['Auto Attempt 1', 'New US Schools Auto Attempt 1', 'New US Schools Auto Attempt 1 Low']; const emailDelayMinutes = 27; const closeParallelLimit = 10; const intercomParallelLimit = 100; const scriptStartTime = new Date(); const closeIoApiKey = process.argv[2]; // Matt // Automatic mails sent as API owners, first key assumed to be primary and gets 50% of the leads // Names in comments are for reference, but Source of Truth is updateSalesLeads.sh on the analytics server const closeIoMailApiKeys = [ { apiKey: process.argv[3], // Lisa weight: .8 }, { apiKey: process.argv[4], // Elliot weight: .1 }, { apiKey: process.argv[5], // Nolan weight: .05 }, { apiKey: process.argv[6], // Sean weight: .05 }, ]; const closeIoEuMailApiKey = process.argv[7]; // Jurian const intercomAppIdApiKey = process.argv[8]; const intercomAppId = intercomAppIdApiKey.split(':')[0]; const intercomApiKey = intercomAppIdApiKey.split(':')[1]; const mongoConnUrl = process.argv[9]; const MongoClient = require('mongodb').MongoClient; const async = require('async'); const countryData = require('country-data'); const countryList = require('country-list')(); const parseDomain = require('parse-domain'); const request = require('request'); const earliestDate = new Date(); earliestDate.setUTCDate(earliestDate.getUTCDate() - 10); const apiKeyEmailMap = {}; const emailApiKeyMap = {}; const userApiKeyMap = {}; // ** Main program async.series([ upsertLeads ], (err, results) => { if (err) console.error(err); log("Script runtime: " + (new Date() - scriptStartTime)); } ); function upsertLeads(done) { // log('DEBUG: Finding leads..'); findCocoContacts((err, contacts) => { if (err) return done(err); log(`Num contacts ${Object.keys(contacts).length}`); // log('DEBUG: Adding Intercom data..'); addIntercomData(contacts, (err) => { if (err) return done(err); updateCloseApiKeyMaps((err) => { if (err) return done(err); // log('DEBUG: Updating contacts..'); updateCloseLeads(contacts, (err) => { return done(err); }); }); }); }); } // ** Utilities function getCountryCode(country, emails) { // console.log(`DEBUG: getCountryCode ${country} ${emails.length}`); if (country) { if (country.indexOf('Nederland') >= 0) return 'NL'; let countryCode = countryList.getCode(country); if (countryCode) return countryCode; } for (const email of emails) { const domain = parseDomain(email); if (!domain) continue; const tld = domain.tld; if (tld) { const matches = /^[A-Za-z]*\.?([A-Za-z]{2})$/ig.exec(tld); if (matches && matches.length === 2) { return matches[1].toUpperCase(); } } } } function getInitialLeadStatusViaCountry(country, trialRequests) { // console.log(`DEBUG: getInitialLeadStatusViaCountry ${country} ${trialRequests.length}`); if (/^u\.s\.?(\.a)?\.?$|^us$|usa|america|united states/ig.test(country)) { const status = 'New US Schools Auto Attempt 1' return isLowValueUsLead(status, trialRequests) ? `${status} Low` : status; } const highValueLead = isHighValueLead(trialRequests); if (/^england$|^uk$|^united kingdom$/ig.test(country) && highValueLead) { return 'Inbound UK Auto Attempt 1'; } if (/^ca$|^canada$/ig.test(country)) { return 'Inbound Canada Auto Attempt 1'; } if (/^au$|^australia$/ig.test(country)) { return 'Inbound AU Auto Attempt 1'; } if (/^nz$|^new zealand$/ig.test(country)) { return 'Inbound AU Auto Attempt 1'; } if (/bolivia|iran|korea|macedonia|taiwan|tanzania|^venezuela$/ig.test(country)) { return defaultInternationalLeadStatus; } const countryCode = countryList.getCode(country); if (countryCode) { if (countryCode === 'NL' || countryCode === 'BE') { return defaultEuLeadStatus; } if (isEuCountryCode(countryCode)) { return highValueLead ? 'Inbound EU Auto Attempt 1 High' : defaultEuLeadStatus; } return defaultInternationalLeadStatus; } return null; } function getInitialLeadStatusViaEmails(emails, trialRequests) { // console.log(`DEBUG: getInitialLeadStatusViaEmails ${emails.length} ${trialRequests.length}`); let currentStatus = null; let currentRank = closeIoInitialLeadStatuses.length; for (const email of emails) { let tld = parseDomain(email).tld; tld = tld ? tld.toLowerCase() : ''; for (let rank = 0; rank < currentRank; rank++) { if (closeIoInitialLeadStatuses[rank].regex.test(tld)) { currentStatus = closeIoInitialLeadStatuses[rank].status; currentRank = rank; } } } if (!currentStatus || [defaultLeadStatus, defaultInternationalLeadStatus].indexOf(currentStatus) >= 0) { // Look for a better EU match const countryCode = getCountryCode(null, emails); if (countryCode === 'NL' || countryCode === 'BE') { return defaultEuLeadStatus; } if (isEuCountryCode(countryCode)) { return isHighValueLead(trialRequests) ? 'Inbound EU Auto Attempt 1 High' : defaultEuLeadStatus; } } currentStatus = currentStatus ? currentStatus : defaultLeadStatus; return isLowValueUsLead(currentStatus, trialRequests) ? `${currentStatus} Low` : currentStatus; } function isEuCountryCode(countryCode) { if (countryData.regions.northernEurope.countries.indexOf(countryCode) >= 0) { return true; } if (countryData.regions.southernEurope.countries.indexOf(countryCode) >= 0) { return true; } if (countryData.regions.easternEurope.countries.indexOf(countryCode) >= 0) { return true; } if (countryData.regions.westernEurope.countries.indexOf(countryCode) >= 0) { return true; } return false; } function isLowValueUsLead(status, trialRequests) { if (isUSSchoolStatus(status)) { for (const trialRequest of trialRequests) { if (parseInt(trialRequest.properties.nces_district_students) < 5000) { return true; } else if (parseInt(trialRequest.properties.nces_district_students) >= 5000) { return false; } } for (const trialRequest of trialRequests) { // Must match these values: https://github.com/codecombat/codecombat/blob/master/app/templates/teachers/request-quote-view.jade#L159 if (['1-500', '500-1,000'].indexOf(trialRequest.properties.numStudentsTotal) >= 0) { return true; } } } return false; } function isHighValueLead(trialRequests) { for (const trialRequest of trialRequests) { // Must match these values: https://github.com/codecombat/codecombat/blob/master/app/templates/teachers/request-quote-view.jade#L159 if (['5,000-10,000', '10,000+'].indexOf(trialRequest.properties.numStudentsTotal) >= 0) { return true; } } return false; } function isUSSchoolStatus(status) { return usSchoolStatuses.indexOf(status) >= 0; } function getEmailApiKey(leadStatus) { if (leadStatus === defaultEuLeadStatus) return closeIoEuMailApiKey; if (closeIoMailApiKeys.length < 0) return; const weightedList = []; for (let closeIoMailApiKey of closeIoMailApiKeys) { const multiples = closeIoMailApiKey.weight * 100; for (let i = 0; i < multiples; i++) { weightedList.push(closeIoMailApiKey.apiKey); } } return weightedList[Math.floor(Math.random() * weightedList.length)]; } function getRandomEmailTemplate(templates) { if (templates.length < 0) return ''; return templates[Math.floor(Math.random() * templates.length)]; } function getEmailTemplate(siteOrigin, leadStatus, countryCode) { // console.log(`DEBUG: getEmailTemplate ${siteOrigin} ${leadStatus} ${countryCode}`); if (isUSSchoolStatus(leadStatus)) { if (['create teacher', 'convert teacher'].indexOf(siteOrigin) >= 0) { return getRandomEmailTemplate(createTeacherEmailTemplatesAuto1); } return getRandomEmailTemplate(demoRequestEmailTemplatesAuto1); } if (leadStatus === defaultEuLeadStatus && (countryCode === 'NL' || countryCode === 'BE')) { if (['create teacher', 'convert teacher'].indexOf(siteOrigin) >= 0) { return getRandomEmailTemplate(createTeacherNlEmailTemplatesAuto1); } return getRandomEmailTemplate(demoRequestNlEmailTemplatesAuto1); } if (['create teacher', 'convert teacher'].indexOf(siteOrigin) >= 0) { return createTeacherInternationalEmailTemplateAuto1; } return demoRequestInternationalEmailTemplateAuto1; } function isSameEmailTemplateType(template1, template2) { if (template1 == template2) { return true; } if (createTeacherEmailTemplatesAuto1.indexOf(template1) >= 0 && createTeacherEmailTemplatesAuto1.indexOf(template2) >= 0) { return true; } if (demoRequestEmailTemplatesAuto1.indexOf(template1) >= 0 && demoRequestEmailTemplatesAuto1.indexOf(template2) >= 0) { return true; } return false; } function log(str) { console.log(new Date().toISOString() + " " + str); } // ** Coco data collection methods and class function findCocoContacts(done) { MongoClient.connect(mongoConnUrl, (err, db) => { if (err) return done(err); // Recent trial requests const query = {$and: [{created: {$gte: earliestDate}}, {type: 'course'}]}; db.collection('trial.requests').find(query).toArray((err, trialRequests) => { if (err) { db.close(); return done(err); } const contacts = {}; for (const trialRequest of trialRequests) { if (!trialRequest.properties || !trialRequest.properties.email) continue; const email = trialRequest.properties.email.toLowerCase(); if (contacts[email]) { console.log(`ERROR: found additional course trial requests for email ${email}, skipping.`); continue; } contacts[email] = new CocoContact(email, trialRequest); } // Users for trial requests const query = {$and: [ {emailLower: {$in: Object.keys(contacts)}}, {anonymous: false} ]}; db.collection('users').find(query).toArray((err, users) => { if (err) { db.close(); return done(err); } const userIDs = []; const userContactMap = {}; const userEmailMap = {}; for (const user of users) { const email = user.emailLower; contacts[email].addUser(user); userIDs.push(user._id); userContactMap[user._id.valueOf()] = contacts[email]; userEmailMap[user._id.valueOf()] = email; } // Classrooms for users const query = {ownerID: {$in: userIDs}}; db.collection('classrooms').find(query).toArray((err, classrooms) => { if (err) { db.close(); return done(err); } for (const classroom of classrooms) { userContactMap[classroom.ownerID.valueOf()].addClassroom(classroom); } db.close(); return done(null, contacts); }); }); }); }); } function createAddIntercomDataFn(contact) { return (done) => { const options = { url: `https://api.intercom.io/users?email=${encodeURIComponent(contact.email)}`, auth: { user: intercomAppId, pass: intercomApiKey }, headers: { 'Accept': 'application/json' } }; request.get(options, (error, response, body) => { if (error) return done(error); try { const user = JSON.parse(body); contact.addIntercomUser(user); } catch (err) { console.log(err); console.log(body); } return done(); }); }; } function addIntercomData(contacts, done) { const tasks = [] for (const email in contacts) { tasks.push(createAddIntercomDataFn(contacts[email])); } async.parallelLimit(tasks, intercomParallelLimit, done); } class CocoContact { constructor(email, trialRequest) { this.email = email; this.name = email; this.trialRequest = trialRequest; if (this.trialRequest.properties.firstName && this.trialRequest.properties.lastName) { this.name = `${this.trialRequest.properties.firstName} ${this.trialRequest.properties.lastName}`; } else if (this.trialRequest.properties.name) { this.name = this.trialRequest.properties.name; } this.leadName = trialRequest.properties.nces_name || trialRequest.properties.organization || trialRequest.properties.school || trialRequest.properties.district || trialRequest.properties.nces_district || email; } addClassroom(classroom) { this.numClassrooms = this.numClassrooms ? this.numClassrooms + 1 : 1; if (classroom.members && classroom.members.length) { this.numStudents = this.numStudents ? this.numStudents + classroom.members.length : classroom.members.length; } } addIntercomUser(user) { if (user && user.id) { this.intercomUrl = `https://app.intercom.io/a/apps/${intercomAppId}/users/${user.id}/`; if (user.last_request_at) { this.intercomLastSeen = new Date(parseInt(user.last_request_at) * 1000); } if (user.session_count) { this.intercomSessionCount = parseInt(user.session_count); } } } addUser(user) { this.user = user; } getInitialLeadStatus() { const props = this.trialRequest.properties; if (props && props['country']) { const status = getInitialLeadStatusViaCountry(props['country'], [this.trialRequest]); if (status) return status; } return getInitialLeadStatusViaEmails([this.email], [this.trialRequest]); } getLeadPostData() { const postData = { display_name: this.leadName, name: this.leadName, status: this.getInitialLeadStatus(), contacts: [this.getContactPostData()], custom: { lastUpdated: new Date(), 'Lead Origin': this.getLeadOrigin() } }; const emailApiKey = getEmailApiKey(postData.status); if (apiKeyEmailMap[emailApiKey]) postData.custom['auto_sales_email'] = apiKeyEmailMap[emailApiKey]; const props = this.trialRequest.properties; if (props) { for (const prop in props) { if (commonTrialProperties.indexOf(prop) >= 0 || /nces_/ig.test(prop)) { postData.custom[`demo_${prop}`] = props[prop]; } } } if (this.intercomLastSeen && (this.intercomLastSeen > (postData.custom['intercom_lastSeen'] || 0))) { postData.custom['intercom_lastSeen'] = this.intercomLastSeen; } if (this.intercomSessionCount && (this.intercomSessionCount > (postData.custom['intercom_sessionCount'] || 0))) { postData.custom['intercom_sessionCount'] = this.intercomSessionCount; } return postData; } getLeadPutData(closeLead) { // console.log('DEBUG: getLeadPutData', closeLead.id); const putData = {}; const currentCustom = closeLead.custom || {}; if (!currentCustom['Lead Origin']) { putData['custom.Lead Origin'] = this.getLeadOrigin(); } const props = this.trialRequest.properties; if (props) { for (const prop in props) { if (!currentCustom[`demo_${prop}`] && (commonTrialProperties.indexOf(prop) >= 0 || /nces_/ig.test(prop))) { putData[`custom.demo_${prop}`] = props[prop]; } } } if (this.intercomLastSeen && (this.intercomLastSeen > (currentCustom['intercom_lastSeen'] || 0))) { putData['custom.intercom_lastSeen'] = this.intercomLastSeen; } if (this.intercomSessionCount && (this.intercomSessionCount > (currentCustom['intercom_sessionCount'] || 0))) { putData['custom.intercom_sessionCount'] = this.intercomSessionCount; } for (const field of customFieldsToRemove) { if (currentCustom[field]) { putData[`custom.${field}`] = null; } } if (Object.keys(putData).length > 0) { putData[`custom.lastUpdated`] = new Date(); } return putData; } getLeadOrigin() { const props = this.trialRequest.properties; switch (props.siteOrigin) { case 'create teacher': return 'Create Teacher'; case 'convert teacher': return 'Convert Teacher'; } return 'Demo Request'; } getContactPostData(existingLead) { const data = { emails: [{email: this.email}], name: this.name } if (existingLead) { data.lead_id = existingLead.id; } const props = this.trialRequest.properties; if (props.nces_phone) { data.phones = [{phone: props.nces_phone}]; } else if (props.phoneNumber) { data.phones = [{phone: props.phoneNumber}]; } if (props.role) { data.title = props.role; } else if (this.user && this.user.role) { data.title = this.user.role; } return data; } getNotePostData(currentNotes) { // Post activity notes for each contact for (const note of currentNotes || []) { if (note.note.indexOf(this.email) >= 0) { return []; } } let noteData = ""; if (this.trialRequest.properties) { const props = this.trialRequest.properties; if (props.name) { noteData += `${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: ${this.numStudents}\n` } return noteData; } } // ** Upsert Close.io methods function updateCloseLead(cocoContact, closeLead, done) { // console.log('DEBUG: updateCloseLead', cocoContact.email, closeLead.id); const putData = cocoContact.getLeadPutData(closeLead); const options = { uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/${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 ${cocoContact.leadName}`); return done(); } // 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 ${closeLead.id}`); return done(); } } } // Add Close contact addContact(cocoContact, closeLead, (err, results) => { if (err) return done(err); // Add Close note const url = `https://${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; addNote(cocoContact, closeLead, currentNotes, done); }); }); }); } function saveNewCloseLead(cocoContact, 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 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 contact note addNote(cocoContact, newCloseLead, null, (err, results) => { if (err) return done(err); // Send email to new contact let newContact = null; for (const contact of newCloseLead.contacts) { for (const email of contact.emails) { if (email.email === cocoContact.email) { newContact = contact; break; } } if (newContact) break; } if (!newContact) { console.error(`ERROR: Could not find contact ${cocoContact.email} in new lead ${newCloseLead.id}`); return done(); } const countryCode = getCountryCode(cocoContact.trialRequest.properties.country, [cocoContact.email]); const emailTemplate = getEmailTemplate(cocoContact.trialRequest.properties.siteOrigin, postData.status, countryCode); sendMail(cocoContact.email, newCloseLead, newContact.id, emailTemplate, emailDelayMinutes, done); }); }); } function createFindExistingLeadFn(email, existingLeads) { return (done) => { // console.log('DEBUG: findEmailLead', email); const query = `email_address:"${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[email]) existingLeads[email] = []; for (const lead of data.data) { existingLeads[email].push(lead); } } return done(); } catch (error) { console.log(`ERROR: failed to parse email lead search for ${email}`); console.log(error); return done(error); } }); }; } function createUpdateCloseLeadFn(cocoContact, existingLeads) { // New contact lead matching algorithm: // 1. New contact email exists // 2. New contact NCES school id exists // 3. New contact NCES district id and no NCES school id // 4. New contact school name and no NCES data // 5. New contact district name and no NCES data return (done) => { // console.log('DEBUG: createUpdateCloseLeadFn', cocoContact.email); 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], done); } console.error(`ERROR: ${existingLeads[cocoContact.email].length} email leads found for ${cocoContact.email}`); return done(); } 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; } if (cocoContact.trialRequest.properties.nces_id) { nces_school_id = cocoContact.trialRequest.properties.nces_id; } // console.log(`DEBUG: updateCloseLead district ${nces_district_id} school ${nces_school_id}`); let query = `name:"${cocoContact.leadName}"`; if (nces_school_id) { query = `custom.demo_nces_id:"${nces_school_id}"`; } else if (nces_district_id) { query = `custom.demo_nces_district_id:"${nces_district_id}" custom.demo_nces_id:""`; } 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 > 1) { 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 updateCloseLead(cocoContact, data.data[0], done); } return saveNewCloseLead(cocoContact, done); } catch (error) { console.log(`ERROR: createUpdateCloseLeadFn ${cocoContact.email}`); console.log(error); return done(); } }); }; } function addContact(cocoContact, closeLead, done) { // console.log('DEBUG: addContact', closeLead.id, cocoContact.email); const postData = cocoContact.getContactPostData(closeLead); const options = { uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/contact/`, body: JSON.stringify(postData) }; 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 ${postData.lead_id}`); return done(); } const countryCode = getCountryCode(cocoContact.trialRequest.properties.country, [cocoContact.email]); const emailTemplate = getEmailTemplate(cocoContact.trialRequest.properties.siteOrigin, closeLead.status_label, countryCode); sendMail(cocoContact.email, closeLead, newContact.id, emailTemplate, emailDelayMinutes, done); }); } function addNote(cocoContact, closeLead, currentNotes, done) { // console.log('DEBUG: addNote', cocoContact.email, closeLead.id); const newNote = cocoContact.getNotePostData(currentNotes); const notePostData = { note: newNote, lead_id: closeLead.id }; const options = { uri: `https://${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 ${closeLead.id}`); } return done(); }); } function sendMail(toEmail, closeLead, contactId, template, delayMinutes, done) { // console.log('DEBUG: sendMail', toEmail, leadId, contactId, template, delayMinutes); // Sales contact email precedence: previous email to contact, previous email to lead, lead custom field, lead status default let emailApiKey = null; let emailDiffContactApiKey = null; // Check for previously sent email const url = `https://${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) { // Check for previous email to this contact if (!emailApiKey && userApiKeyMap[emailData.user_id]) { for (const email of emailData.to) { if (email.toLowerCase() === toEmail.toLowerCase()) { emailApiKey = userApiKeyMap[emailData.user_id]; break; } } } // Save previous lead email to this lead if (!emailDiffContactApiKey && !emailApiKey && userApiKeyMap[emailData.user_id]) { emailDiffContactApiKey = userApiKeyMap[emailData.user_id]; } // Never send this email template to this contact again if (isSameEmailTemplateType(emailData.template_id, template)) { for (const email of emailData.to) { if (email.toLowerCase() === toEmail.toLowerCase()) { 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} ${closeLead.id}`); console.log(err); return done(); } if (!emailApiKey && emailDiffContactApiKey) emailApiKey = emailDiffContactApiKey; if (!emailApiKey) { if (closeLead.custom && closeLead.custom['auto_sales_email'] && emailApiKeyMap[closeLead.custom['auto_sales_email']]) { emailApiKey = emailApiKeyMap[closeLead.custom['auto_sales_email']]; } else { emailApiKey = getEmailApiKey(closeLead.status_label); } } // Send mail const dateScheduled = new Date(); dateScheduled.setUTCMinutes(dateScheduled.getUTCMinutes() + delayMinutes); const postData = { to: [toEmail], contact_id: contactId, lead_id: closeLead.id, template_id: template, status: 'scheduled', date_scheduled: dateScheduled }; const options = { uri: `https://${emailApiKey}:X@app.close.io/api/v1/activity/email/`, body: JSON.stringify(postData) }; request.post(options, (error, response, body) => { if (error) return done(error); const result = JSON.parse(body); if (result.errors || result['field-errors']) { const errorMessage = `Send email POST error for ${toEmail} ${closeLead.id} ${contactId}`; console.error(errorMessage); return done(errorMessage); } return done(); }); }); } function updateCloseLeads(cocoContacts, done) { // Lookup existing leads via email to protect against direct lead name querying later // Querying via lead name is unreliable const existingLeads = {}; const tasks = []; for (const email in cocoContacts) { tasks.push(createFindExistingLeadFn(email, existingLeads)); } async.parallelLimit(tasks, closeParallelLimit, (err, results) => { if (err) return done(err); const tasks = []; for (const email in cocoContacts) { tasks.push(createUpdateCloseLeadFn(cocoContacts[email], existingLeads)); } async.series(tasks, done); }); } function updateCloseApiKeyMaps(done) { let createGetUserFn = (apiKey) => { return (done) => { const url = `https://${apiKey}:X@app.close.io/api/v1/me/?_fields=id,email`; request.get(url, (error, response, body) => { if (error) return done(); const results = JSON.parse(body); apiKeyEmailMap[apiKey] = results.email; emailApiKeyMap[results.email] = apiKey; userApiKeyMap[results.id] = apiKey; return done(); }); }; } const tasks = [createGetUserFn(closeIoEuMailApiKey)]; for (const closeIoMailApiKey of closeIoMailApiKeys) { tasks.push(createGetUserFn(closeIoMailApiKey.apiKey)); } async.parallelLimit(tasks, closeParallelLimit, done); }