Pipedrive 整合 - 驗證銷售潛在客戶和聯絡人

Pipedrive Webhook
      ↓
您的後端伺服器
      ↓
BillionVerify API
      ↓
Pipedrive API（更新聯絡人）

// 範例：當人員新增到 Pipedrive 時驗證信箱

const axios = require('axios');

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

  // 如果未提供信箱，則跳過
  if (!email || !email[0]) {
    return res.status(200).send({ success: true, skipped: 'no_email' });
  }

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

  try {
    // 步驟 1：使用 BillionVerify 驗證信箱
    const verificationResult = await axios.post(
      'https://api.billionverify.com/v1/verify',
      { email: personEmail },
      {
        headers: {
          'Authorization': `Bearer ${process.env.BILLIONVERIFY_API_KEY}`,
          'Content-Type': 'application/json'
        }
      }
    );

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

    // 步驟 2：使用驗證結果更新 Pipedrive 中的人員
    const pipedriveApiToken = process.env.PIPEDRIVE_API_TOKEN;

    // 確定潛在客戶品質分數
    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 自訂欄位
    await axios.put(
      `https://api.pipedrive.com/v1/persons/${personId}`,
      {
        // 自訂欄位（替換為您的實際欄位鍵）
        '12345abc': status,                    // 信箱狀態欄位
        '67890def': risk_level,                // 風險等級欄位
        'abcde123': leadQuality,               // 潛在客戶品質分數欄位
        'fghij456': is_disposable ? 'Yes' : 'No',  // 臨時欄位
        'klmno789': is_catch_all ? 'Yes' : 'No',   // 全接收欄位
        'pqrst012': is_role ? 'Yes' : 'No'         // 角色帳戶欄位
      },
      {
        params: {
          api_token: pipedriveApiToken
        }
      }
    );

    // 步驟 3：將帶有驗證詳細資訊的備註新增到人員
    await axios.post(
      'https://api.pipedrive.com/v1/notes',
      {
        content: `信箱驗證結果：
- 狀態：${status}
- 風險等級：${risk_level}
- 潛在客戶品質：${leadQuality}
- 臨時：${is_disposable ? 'Yes' : 'No'}
- 全接收：${is_catch_all ? 'Yes' : 'No'}
- 角色帳戶：${is_role ? 'Yes' : 'No'}

由 BillionVerify 於 ${new Date().toISOString()} 驗證`,
        person_id: personId,
        pinned_to_person_flag: 1
      },
      {
        params: {
          api_token: pipedriveApiToken
        }
      }
    );

    // 步驟 4：根據品質新增標籤/標記
    if (leadQuality === 'Invalid') {
      // 將交易標記為失敗或歸檔人員
      console.log(`偵測到無效信箱：${personEmail} for ${name}`);
    }

    res.status(200).send({ success: true, leadQuality });
  } catch (error) {
    console.error('驗證錯誤：', error);
    res.status(500).send({ error: '驗證失敗' });
  }
});

import requests
from flask import Flask, request

app = Flask(__name__)

BILLIONVERIFY_API_KEY = 'your_billionverify_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')

    # 如果沒有信箱則跳過
    if not emails or not emails[0].get('value'):
        return {'success': True, 'skipped': 'no_email'}, 200

    person_email = emails[0]['value']

    try:
        # 步驟 1：使用 BillionVerify 驗證信箱
        verification_response = requests.post(
            'https://api.billionverify.com/v1/verify',
            json={'email': person_email},
            headers={
                'Authorization': f'Bearer {BILLIONVERIFY_API_KEY}',
                'Content-Type': 'application/json'
            }
        )
        result = verification_response.json()

        # 步驟 2：確定潛在客戶品質
        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'

        # 步驟 3：更新 Pipedrive 人員自訂欄位
        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}
        )

        # 步驟 4：新增帶有驗證詳細資訊的備註
        note_content = f"""信箱驗證結果：
- 狀態：{status}
- 風險等級：{risk_level}
- 潛在客戶品質：{lead_quality}
- 臨時：{'Yes' if is_disposable else 'No'}
- 全接收：{'Yes' if is_catch_all else 'No'}
- 角色帳戶：{'Yes' if is_role else 'No'}

由 BillionVerify 驗證"""

        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'驗證錯誤：{e}')
        return {'error': '驗證失敗'}, 500

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