def find_company_in_marketo(organization):
# Search for the company in Marketo
# Try id
app.logger.debug('Trying to fetch company data from Marketo with id=%s', organization.marketoid)
company = marketo.Company(get_marketo_client(), organization.marketoid)
if company.id is None: # Then external id # TODO remove because useless?
company_external_id = marketo.compute_external_id('organization', organization.id)
app.logger.debug('Trying to fetch company data from Marketo with external_id=%s', company_external_id)
company = marketo.Company(get_marketo_client(), company_external_id, 'externalCompanyId')
if company.id is None: # Finally name
app.logger.debug('Trying to fetch company data from Marketo with name=%s', organization.name)
company = marketo.Company(get_marketo_client(), organization.name, 'company')
return company
def company_name_to_org_id(lead):
org_id = None
if lead.company:
import tasks
rv = tasks.create_or_update_organization_in_pipedrive(
lead.externalCompanyId)
if rv and 'id' in rv: # Case Company object
org_id = rv['id']
else: # Case company form fields
company = marketo.Company(sync.get_marketo_client())
company.externalCompanyId = marketo.compute_external_id(
'lead-company', lead.id, 'mkto')
company.company = lead.company
company.billingStreet = lead.street
company.billingCity = lead.city
company.billingState = lead.state
company.billingPostalCode = lead.postalCode
company.billingCountry = lead.country
company.mainPhone = lead.mainPhone
company.industry = lead.industry
company.annualRevenue = lead.annualRevenue
company.numberOfEmployees = lead.numberOfEmployees
company.save()
lead.externalCompanyId = company.externalCompanyId
lead.save()
rv = tasks.create_or_update_organization_in_pipedrive(
company.externalCompanyId)
org_id = rv['id'] if rv and 'id' in rv else org_id
return org_id
def create_or_update_organization_in_pipedrive(company_external_id):
"""
Create or update an organization in Pipedrive. Update can be performed if the organization is already associated to
a company (field marketoid is populated) or if they share the same name or the same email domain. If the
organization is already up-to-date with the associated company, does nothing.
Data to set is defined in mappings.
:param company_external_id: The company external id to synchronize data from
:return: A custom response object containing the synchronized entity status and id
"""
app.logger.info('Fetching company data from Marketo with external_id=%s',
str(company_external_id))
company = marketo.Company(get_marketo_client(), company_external_id,
'externalCompanyId')
if company.id is not None:
organization = find_organization_in_pipedrive(company)
if organization.id is None:
app.logger.info('New organization created')
status = 'created'
else:
app.logger.info(
'Organization data fetched from Pipedrive with id=%s',
str(organization.id))
status = 'updated'
data_changed = False
for pd_field in mappings.ORGANIZATION_TO_COMPANY:
data_changed = update_field(company, organization, pd_field, mappings.ORGANIZATION_TO_COMPANY[pd_field]) \
or data_changed
if data_changed:
# Perform the update only if data has actually changed
app.logger.info(
'Sending company data with external_id=%s to Pipedrive%s',
str(company_external_id), ' for organization with id=%s' %
str(organization.id) if organization.id is not None else '')
organization.save()
else:
app.logger.info(
'Nothing to do in Pipedrive for organization with id=%s',
organization.id)
status = 'skipped'
response = {'status': status, 'id': organization.id}
else:
message = 'No company found in Marketo with external_id=%s' % str(
company_external_id)
app.logger.error(message)
response = {'error': message}
return response