Pipedrive 集成 - 验证销售线索和联系人

Pipedrive Webhook
      ↓
您的后端服务器
      ↓
EmailVerify API
      ↓
Pipedrive API (更新联系人)

// 示例：在 Pipedrive 中添加联系人时验证邮箱

const axios = require('axios');

// Pipedrive webhook 处理器
app.post('/webhook/pipedrive-person-added', async (req, res) => {
  const { current } = req.body;
  const { id, email, org_name, name } = current;

  // 如果未提供邮箱则跳过
  if (!email || !email[0]) {
    return res.status(200).send({ success: true, skipped: 'no_email' });
  }

  const personEmail = email[0].value;
  const personId = id;

  try {
    // 步骤 1：使用 EmailVerify 验证邮箱
    const verificationResult = await axios.post(
      'https://api.emailverify.ai/v1/verify',
      { email: personEmail },
      {
        headers: {
          'Authorization': `Bearer ${process.env.EMAILVERIFY_API_KEY}`,
          'Content-Type': 'application/json'
        }
      }
    );

    const { status, risk_level, is_disposable, is_catch_all, is_role } = verificationResult.data;

    // 步骤 2：使用验证结果更新 Pipedrive 中的联系人
    const pipedriveApiToken = process.env.PIPEDRIVE_API_TOKEN;

    // 确定线索质量评分
    let leadQuality = 'Unknown';
    if (status === 'valid' && risk_level === 'low' && !is_disposable && !is_role) {
      leadQuality = 'High Quality';
    } else if (status === 'valid' && (risk_level === 'medium' || is_catch_all)) {
      leadQuality = 'Medium Quality';
    } else if (status === 'invalid') {
      leadQuality = 'Invalid';
    } else {
      leadQuality = 'Low Quality';
    }

    // 更新 Pipedrive 自定义字段
    await axios.put(
      `https://api.pipedrive.com/v1/persons/${personId}`,
      {
        // 自定义字段（替换为您的实际字段键）
        '12345abc': status,                    // 邮箱状态字段
        '67890def': risk_level,                // 风险级别字段
        'abcde123': leadQuality,               // 线索质量评分字段
        'fghij456': is_disposable ? 'Yes' : 'No',  // 临时邮箱字段
        'klmno789': is_catch_all ? 'Yes' : 'No',   // 全接收字段
        'pqrst012': is_role ? 'Yes' : 'No'         // 角色账户字段
      },
      {
        params: {
          api_token: pipedriveApiToken
        }
      }
    );

    // 步骤 3：为联系人添加验证详情备注
    await axios.post(
      'https://api.pipedrive.com/v1/notes',
      {
        content: `邮箱验证结果：
- 状态：${status}
- 风险级别：${risk_level}
- 线索质量：${leadQuality}
- 临时邮箱：${is_disposable ? 'Yes' : 'No'}
- 全接收：${is_catch_all ? 'Yes' : 'No'}
- 角色账户：${is_role ? 'Yes' : 'No'}

由 EmailVerify 验证于 ${new Date().toISOString()}`,
        person_id: personId,
        pinned_to_person_flag: 1
      },
      {
        params: {
          api_token: pipedriveApiToken
        }
      }
    );

    // 步骤 4：根据质量添加标签/标记
    if (leadQuality === 'Invalid') {
      // 将交易标记为失败或归档联系人
      console.log(`检测到无效邮箱：${personEmail} for ${name}`);
    }

    res.status(200).send({ success: true, leadQuality });
  } catch (error) {
    console.error('验证错误:', error);
    res.status(500).send({ error: 'Verification failed' });
  }
});

import requests
from flask import Flask, request

app = Flask(__name__)

EMAILVERIFY_API_KEY = 'your_emailverify_api_key'
PIPEDRIVE_API_TOKEN = 'your_pipedrive_api_token'

@app.route('/webhook/pipedrive-person-added', methods=['POST'])
def verify_pipedrive_person():
    data = request.json
    current = data.get('current', {})
    person_id = current.get('id')
    emails = current.get('email', [])
    name = current.get('name', 'Unknown')

    # 如果没有邮箱则跳过
    if not emails or not emails[0].get('value'):
        return {'success': True, 'skipped': 'no_email'}, 200

    person_email = emails[0]['value']

    try:
        # 步骤 1：使用 EmailVerify 验证邮箱
        verification_response = requests.post(
            'https://api.emailverify.ai/v1/verify',
            json={'email': person_email},
            headers={
                'Authorization': f'Bearer {EMAILVERIFY_API_KEY}',
                'Content-Type': 'application/json'
            }
        )
        result = verification_response.json()

        # 步骤 2：确定线索质量
        status = result['status']
        risk_level = result['risk_level']
        is_disposable = result.get('is_disposable', False)
        is_catch_all = result.get('is_catch_all', False)
        is_role = result.get('is_role', False)

        if status == 'valid' and risk_level == 'low' and not is_disposable and not is_role:
            lead_quality = 'High Quality'
        elif status == 'valid' and (risk_level == 'medium' or is_catch_all):
            lead_quality = 'Medium Quality'
        elif status == 'invalid':
            lead_quality = 'Invalid'
        else:
            lead_quality = 'Low Quality'

        # 步骤 3：更新 Pipedrive 联系人自定义字段
        update_data = {
            '12345abc': status,
            '67890def': risk_level,
            'abcde123': lead_quality,
            'fghij456': 'Yes' if is_disposable else 'No',
            'klmno789': 'Yes' if is_catch_all else 'No',
            'pqrst012': 'Yes' if is_role else 'No'
        }

        requests.put(
            f'https://api.pipedrive.com/v1/persons/{person_id}',
            json=update_data,
            params={'api_token': PIPEDRIVE_API_TOKEN}
        )

        # 步骤 4：添加带验证详情的备注
        note_content = f"""邮箱验证结果：
- 状态：{status}
- 风险级别：{risk_level}
- 线索质量：{lead_quality}
- 临时邮箱：{'Yes' if is_disposable else 'No'}
- 全接收：{'Yes' if is_catch_all else 'No'}
- 角色账户：{'Yes' if is_role else 'No'}

由 EmailVerify 验证"""

        requests.post(
            'https://api.pipedrive.com/v1/notes',
            json={
                'content': note_content,
                'person_id': person_id,
                'pinned_to_person_flag': 1
            },
            params={'api_token': PIPEDRIVE_API_TOKEN}
        )

        return {'success': True, 'lead_quality': lead_quality}, 200

    except Exception as e:
        print(f'验证错误：{e}')
        return {'error': 'Verification failed'}, 500

if __name__ == '__main__':
    app.run(port=5000)