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 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_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
