feat: Added zoho marketting automation (#1104)

Author: thisismayuresh

apps/api/src/app/auth/usecases/onboard-user/onboard-user.usecase.ts

@@ -47,10 +47,10 @@ export class OnboardUser {
           'First Name': updatedUser.firstName,
           'Last Name': updatedUser.lastName,
           'Lead Email': updatedUser.email,
-          'Lead Source': updatedUser.source,
-          'Mentioned Role': updatedUser.role,
+          'CRM Source': updatedUser.source,
+          Role: updatedUser.role,
           'Signup Method': updatedUser.signupMethod as LEAD_SIGNUP_USING,
-          'Company Size': updatedUser.companySize,
+          'Est. Employees': updatedUser.companySize,
         });
       } catch (error) {
         captureException(error);

apps/api/src/app/shared/services/lead.service.ts

@@ -8,26 +8,85 @@ interface ILeadInformation {
   'Last Name': string;
   'Lead Email': string;
   'Signup Method': LEAD_SIGNUP_USING;
-  'Mentioned Role': string;
-  'Lead Source': string;
-  'Company Size': string;
+  Role: string;
+  'CRM Source': string;
+  'Est. Employees': string;
 }
 
 @Injectable()
 export class LeadService {
   private log = process.env.NODE_ENV === 'local';
+  private maAccessTokenDate: Date;
+  private maAccessToken: string;
+
+  private async getMaAccessToken(): Promise<string> {
+    if (
+      this.maAccessToken &&
+      this.maAccessTokenDate &&
+      new Date().getTime() - this.maAccessTokenDate.getTime() < 3500000
+    ) {
+      if (this.log) console.log('Using cached ma access token');
+
+      // 3500000 = 58 minutes
+      return this.maAccessToken;
+    }
+    if (process.env.LEAD_REFRESH_TOKEN && process.env.LEAD_CLIENT_ID && process.env.LEAD_CLIENT_SECRET) {
+      // eslint-disable-next-line max-len
+      const url = `https://accounts.zoho.com/oauth/v2/token?client_id=${process.env.LEAD_CLIENT_ID}&grant_type=refresh_token&client_secret=${process.env.LEAD_CLIENT_SECRET}&refresh_token=${process.env.LEAD_REFRESH_TOKEN}`;
+      if (this.log) console.log('Lead URL', url);
+
+      const response = await axios.post(url);
+      this.maAccessTokenDate = new Date();
+      this.maAccessToken = response.data.access_token;
+      if (this.log) console.log('New access token generated', this.maAccessToken);
+
+      return response.data.access_token;
+    }
+
+    return undefined;
+  }
 
   public async createLead(data: ILeadInformation): Promise<void> {
+    const maAccessToken = await this.getMaAccessToken();
+    if (maAccessToken) {
+      const leadData = JSON.stringify({
+        'First Name': data['First Name'],
+        'Last Name': data['Last Name'],
+        'Lead Email': data['Lead Email'],
+        Role: data.Role,
+        'Est. Employees': data['Est. Employees'],
+        'CRM Source': data['CRM Source'],
+      });
+      // Add Lead to marketing automation
+      // eslint-disable-next-line max-len
+      const maUrl = `https://marketingautomation.zoho.com/api/v1/json/listsubscribe?listkey=${process.env.LEAD_LIST_KEY}&leadinfo=${leadData}&topic_id=${process.env.LEAD_TOPIC_ID}`;
+      if (this.log) console.log(maUrl);
+
+      try {
+        const maResponse = await axios.post(
+          maUrl,
+          {},
+          {
+            headers: {
+              Authorization: `Zoho-oauthtoken ${maAccessToken}`,
+            },
+          }
+        );
+        if (this.log) console.log('Lead created', maResponse.data);
+      } catch (error) {
+        captureException(error);
+      }
+    }
     if (process.env.LEAD_MAKE_WEBHOOK_URL) {
       try {
         await axios.post(process.env.LEAD_MAKE_WEBHOOK_URL, {
           firstName: data['First Name'],
           lastName: data['Last Name'],
           email: data['Lead Email'],
           signupMethod: data['Signup Method'],
-          mentionedRole: data['Mentioned Role'],
-          leadSource: data['Lead Source'],
-          companySize: data['Company Size'],
+          mentionedRole: data.Role,
+          leadSource: data['CRM Source'],
+          companySize: data['Est. Employees'],
           createdAt: new Date(),
         });
         if (this.log) console.log('Lead data sent to Make.com webhook');

apps/api/src/app/team/usecase/accept-invitation/accept-invitation.usecase.ts

@@ -108,10 +108,10 @@ export class AcceptInvitation {
         'First Name': user.firstName,
         'Last Name': user.lastName,
         'Lead Email': user.email,
-        'Lead Source': 'Invitation',
-        'Mentioned Role': user.role,
+        'CRM Source': 'Invitation',
+        Role: user.role,
         'Signup Method': LEAD_SIGNUP_USING.EMAIL,
-        'Company Size': user.companySize,
+        'Est. Employees': user.companySize,
       });
     } catch (error) {
       captureException(error);

apps/web/config/constants.config.ts

@@ -443,7 +443,7 @@ export const HOW_HEARD_ABOUT_US = [
   { value: 'Google Search', label: 'Google Search' },
   { value: 'Bubble.io', label: 'Bubble.io' },
   { value: 'Colleague', label: 'Colleague' },
-  { value: 'Linkdin', label: 'Linkdin' },
+  { value: 'Linkedin', label: 'Linkedin' },
   { value: 'Invitation', label: 'Invitation' },
   { value: 'AI (ChatGPT, Perplexity, Claude ...)', label: 'AI (ChatGPT, Perplexity, Claude ...)' },
 ];