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 create_activity_in_pipedrive(lead_id):
"""
Create an activity in Pipedrive.
Data to set is defined in mappings.
:param lead_id: The lead id to synchronize data from
:return: A custom response object containing the synchronized entity status and id
"""
app.logger.info('Fetching lead data from Marketo with id=%s', str(lead_id))
lead = marketo.Lead(get_marketo_client(), lead_id)
if lead.id is not None:
activity = pipedrive.Activity(get_pipedrive_client())
app.logger.info('New activity created')
status = 'created'
for pd_field in mappings.ACTIVITY_TO_LEAD:
update_field(lead, activity, pd_field,
mappings.ACTIVITY_TO_LEAD[pd_field])
app.logger.info('Sending lead data with id=%s to Pipedrive activity',
str(lead_id))
activity.save()
response = {'status': status, 'id': activity.id}
else:
message = 'No lead found in Marketo with id=%s' % str(lead_id)
app.logger.error(message)
response = {'error': message}
return response
def delete_lead_in_marketo(pipedrive_marketo_id):
"""
Delete a lead in Marketo.
:param pipedrive_marketo_id: The person related lead id to delete
:return: A custom response object containing the synchronized entity status and id
"""
app.logger.info('Deleting person in Marketo with id=%s',
str(pipedrive_marketo_id))
lead = marketo.Lead(get_marketo_client(), pipedrive_marketo_id)
if lead.id is not None:
lead.toDelete = True
lead.save()
if lead.id is not None:
response = {'status': 'Ready for deletion', 'id': lead.id}
else:
message = 'Could not prepare lead for deletion with id=%s' % str(
pipedrive_marketo_id)
app.logger.error(message)
response = {'error': message}
else:
message = 'No lead found with id=%s' % str(pipedrive_marketo_id)
app.logger.error(message)
response = {'error': message}
return response
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_activity_in_pipedrive_for_email_sent(lead_id):
"""
Create one or several activities for one or several Email sent in Pipedrive.
Data to set is defined in mappings.
:param lead_id: The lead id to synchronize data from
:return: A custom response object containing the synchronized entity statuses and ids
"""
app.logger.info('Fetching lead data from Marketo with id=%s', str(lead_id))
lead = marketo.Lead(get_marketo_client(), lead_id)
if lead.id is not None:
mkto_activities = lead.get_activities(['Send Email'])
statuses = []
ids = []
for mkto_activity in mkto_activities:
activity = pipedrive.Activity(get_pipedrive_client())
app.logger.info('New activity created')
statuses.append('created')
for pd_field in mappings.ACTIVITY_TO_EMAIL_SENT:
update_field(lead, activity, pd_field,
mappings.ACTIVITY_TO_EMAIL_SENT[pd_field])
activity.subject = mkto_activity['primaryAttributeValue']
email_content = get_marketo_client().get_asset(
'email', mkto_activity['primaryAttributeValueId'], 'content')
if email_content and 'value' in email_content:
content_text = [
value['value'] for value in email_content['value']
if value['type'] == 'Text'
]
if content_text:
activity.note = content_text[0]
app.logger.info(
'Sending lead activities with id=%s to Pipedrive activities',
str(lead_id))
activity.save()
ids.append(activity.id)
response = {'status': statuses, 'id': ids}
else:
message = 'No lead found in Marketo with id=%s' % str(lead_id)
app.logger.error(message)
response = {'error': message}
return response
def create_or_update_lead_in_marketo(person_id):
"""
Create or update a lead in Marketo. Update can be performed if the person is already associated to a lead
(field marketoid is populated). If the lead is already up-to-date with the associated person, does nothing.
Data to set is defined in mappings.
:param person_id: The person id to synchronize data from
:return: A custom response object containing the synchronized entity status and id
"""
app.logger.info('Fetching person data from Pipedrive with id=%s',
str(person_id))
person = pipedrive.Person(get_pipedrive_client(), person_id)
if person.id is not None:
lead = marketo.Lead(get_marketo_client(), person.marketoid)
if lead.id is None:
app.logger.info('New lead created')
status = 'created'
else:
app.logger.info('Lead data fetched from Marketo with id=%s',
str(lead.id))
status = 'updated'
data_changed = False
for mkto_field in mappings.LEAD_TO_PERSON:
data_changed = update_field(
person, lead, mkto_field,
mappings.LEAD_TO_PERSON[mkto_field]) or data_changed
if data_changed:
# Perform the update only if data has actually changed
app.logger.info(
'Sending person data with id=%s to Marketo%s', str(person_id),
' with id=%s' %
str(person.id) if person.id is not None else '')
lead.save()
if not person.marketoid or len(
person.marketoid.split(',')) > 1 or int(
person.marketoid) != lead.id:
app.logger.info(
'Updating marketo_id=%s in Pipedrive%s', lead.id,
' (old=%s)' % person.marketoid if person.marketoid else '')
person.marketoid = lead.id
person.save()
else:
app.logger.info('Nothing to do in Marketo for lead with id=%s',
lead.id)
status = 'skipped'
response = {'status': status, 'id': lead.id}
else:
message = 'No person found with id %s' % str(person_id)
app.logger.error(message)
response = {'error': message}
return response
def create_or_update_person_in_pipedrive(lead_id):
"""
Create or update a person in Pipedrive. Update can be performed if the lead is already associated to a person
(field pipedriveId is populated). If the person is already up-to-date with the associated lead, does nothing.
Data to set is defined in mappings.
:param lead_id: The lead id to synchronize data from
:return: A custom response object containing the synchronized entity status and id
"""
app.logger.info('Fetching lead data from Marketo with id=%s', str(lead_id))
lead = marketo.Lead(get_marketo_client(), lead_id)
if lead.id is not None:
person = pipedrive.Person(get_pipedrive_client(), lead.pipedriveId)
if person.id is None:
app.logger.info('New person created')
status = 'created'
else:
app.logger.info('Person data fetched from Pipedrive with id=%s',
str(person.id))
status = 'updated'
data_changed = False
for pd_field in mappings.PERSON_TO_LEAD:
data_changed = update_field(
lead, person, pd_field,
mappings.PERSON_TO_LEAD[pd_field]) or data_changed
if data_changed:
# Perform the update only if data has actually changed
app.logger.info(
'Sending lead data with id=%s to Pipedrive%s', str(lead_id),
' for person with id=%s' %
str(person.id) if person.id is not None else '')
person.save()
if not lead.pipedriveId or lead.pipedriveId != person.id:
app.logger.info(
'Updating pipedrive_id=%s in Marketo%s', person.id,
' (old=%s)' % lead.pipedriveId if lead.pipedriveId else '')
lead.pipedriveId = person.id
lead.save()
else:
app.logger.info('Nothing to do in Pipedrive for person with id=%s',
person.id)
status = 'skipped'
response = {'status': status, 'id': person.id}
else:
message = 'No lead found in Marketo with id=%s' % str(lead_id)
app.logger.error(message)
response = {'error': message}
return response
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
def create_or_update_opportunity_in_marketo(deal_id):
"""
Create or update an opportunity in Marketo. Update can be performed if the opportunity external id comes from the
deal id. If the opportunity is already up-to-date with the associated deal, does nothing.
Role cannot be updated (the only updateable field would be isPrimary).
Data to set is defined in mappings.
:param deal_id: The deal id to synchronize data from
:return: A custom response object containing the synchronized entity status and id
"""
app.logger.info('Fetching deal data from Pipedrive with id=%s',
str(deal_id))
deal = pipedrive.Deal(get_pipedrive_client(), deal_id)
if deal.id is not None:
# Filter deals
pipeline = pipedrive.Pipeline(get_pipedrive_client(), deal.pipeline_id)
if pipeline.name in mappings.PIPELINE_FILTER_NAMES:
# Opportunity
opportunity_external_id = marketo.compute_external_id(
'deal', deal.id)
opportunity = marketo.Opportunity(get_marketo_client(),
opportunity_external_id,
'externalOpportunityId')
data_changed = False
if opportunity.id is None:
app.logger.info('New opportunity created')
opportunity_status = 'created'
opportunity.externalOpportunityId = opportunity_external_id
data_changed = True
else:
app.logger.info(
'Opportunity data fetched from Marketo with id=%s/external_id=%s',
str(opportunity.id), opportunity_external_id)
opportunity_status = 'updated'
for mkto_field in mappings.OPPORTUNITY_TO_DEAL:
data_changed = update_field(deal, opportunity, mkto_field, mappings.OPPORTUNITY_TO_DEAL[mkto_field]) \
or data_changed
if data_changed:
# Perform the update only if data has actually changed
app.logger.info(
'Sending deal data with id=%s to Marketo%s', str(deal_id),
' for opportunity with id=%s/external_id=%s' %
(str(opportunity.id), opportunity_external_id)
if opportunity.id is not None else '')
opportunity.save()
else:
app.logger.info(
'Nothing to do in Marketo for opportunity with id=%s/external_id=%s',
opportunity.id, opportunity_external_id)
opportunity_status = 'skipped'
response = {
'opportunity': {
'status': opportunity_status,
'id': opportunity.id
}
}
# Role
if deal.contact_person and deal.contact_person.marketoid: # Ensure person has been synced # TODO create if not?
# Role will automatically be created or updated using these 3 fields ("dedupeFields")
role = marketo.Role(get_marketo_client())
role.externalOpportunityId = opportunity.externalOpportunityId
role.leadId = deal.contact_person.marketoid
role.role = deal.champion.title if deal.champion and deal.champion.title else 'Default Role'
role.isPrimary = deal.champion and deal.champion.marketoid == role.leadId
app.logger.info(
'Sending deal data with id=%s to Marketo for role with (externalOpportunityId=%s, leadId=%s, role=%s)',
str(deal_id), role.externalOpportunityId, role.leadId,
role.role)
role.save()
response['role'] = {'id': role.id}
else:
message = 'Deal synchronization with id=%s not enabled for pipeline=%s' % (
deal_id, pipeline.name)
app.logger.info(message)
response = {'status': 'skipped', 'message': message}
else:
message = 'No deal found in Pipedrive with id=%s' % str(deal_id)
app.logger.error(message)
response = {'error': message}
return response
def program_id_to_name(id_):
return sync.get_marketo_client().get_asset('program',
id_)['name'] if id_ else None