अपनी वेबसाइट से लीड प्राप्त करना

वेबसाइट फ़ॉर्म
    |
    v
साइट backend / server-side proxy
    |  POST /api/leads/create
    v
ReactiveCRM -> leadId
    |  POST /api/dashboard/marketing/events
    v
मार्केटिंग एट्रिब्यूशन और डैशबोर्ड

Authorization: Bearer <CRM_ACCESS_TOKEN>
Content-Type: application/json

CRM_BASE_URL=https://crm.example.com

POST /api/leads/create

curl -X POST "$CRM_BASE_URL/api/leads/create" \
  -H "Authorization: Bearer $CRM_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "message": "Website inquiry: consultation request",
    "ownerId": "11111111-1111-1111-1111-111111111111",
    "authorId": "11111111-1111-1111-1111-111111111111",
    "quality": "WARM"
  }'

{
  "id": "22222222-2222-2222-2222-222222222222",
  "message": "Website inquiry: consultation request",
  "quality": "WARM",
  "dealId": null,
  "createdAt": "2026-09-05T20:00:00Z",
  "updatedAt": "2026-09-05T20:00:00Z",
  "version": 0,
  "author": {
    "id": "11111111-1111-1111-1111-111111111111",
    "firstName": "CRM",
    "lastName": "Bot"
  },
  "owner": {
    "id": "11111111-1111-1111-1111-111111111111",
    "firstName": "CRM",
    "lastName": "Bot"
  }
}

POST /api/dashboard/marketing/events

curl -X POST "$CRM_BASE_URL/api/dashboard/marketing/events" \
  -H "Authorization: Bearer $CRM_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "eventType": "lead_submitted",
    "occurredAt": "2026-09-05T20:00:00Z",
    "visitorId": "visitor-8b7f",
    "sessionId": "session-31ac",
    "leadId": "22222222-2222-2222-2222-222222222222",
    "externalId": "site-form-submit-20260905-000123",
    "source": "website",
    "channel": "paid",
    "utmSource": "google",
    "utmMedium": "cpc",
    "utmCampaign": "summer-consulting",
    "utmContent": "banner-a",
    "utmTerm": "crm consultation",
    "gclid": "EAIaIQobChMI-example",
    "landingUrl": "https://www.example.com/consultation",
    "referrer": "https://www.google.com/",
    "metadata": {
      "formName": "consultation",
      "pageType": "landing"
    }
  }'

{
  "accepted": true,
  "duplicate": false,
  "eventId": "33333333-3333-3333-3333-333333333333"
}

async function createWebsiteLead(form, attribution) {
  const headers = {
    Authorization: `Bearer ${process.env.CRM_ACCESS_TOKEN}`,
    'Content-Type': 'application/json',
  };

  const leadResponse = await fetch(
    `${process.env.CRM_BASE_URL}/api/leads/create`,
    {
      method: 'POST',
      headers,
      body: JSON.stringify({
        message: form.message || `Website inquiry: ${form.subject || 'no subject'}`,
        ownerId: process.env.CRM_LEAD_OWNER_ID,
        authorId: process.env.CRM_LEAD_AUTHOR_ID,
        quality: 'WARM',
      }),
    },
  );

  if (!leadResponse.ok) {
    throw new Error(`CRM lead creation failed: ${leadResponse.status}`);
  }

  const lead = await leadResponse.json();
  const externalId = `website-${form.requestId}`;

  const eventResponse = await fetch(
    `${process.env.CRM_BASE_URL}/api/dashboard/marketing/events`,
    {
      method: 'POST',
      headers,
      body: JSON.stringify({
        eventType: 'lead_submitted',
        occurredAt: new Date().toISOString(),
        visitorId: attribution.visitorId,
        sessionId: attribution.sessionId,
        leadId: lead.id,
        externalId,
        source: 'website',
        channel: attribution.channel || 'direct',
        utmSource: attribution.utmSource,
        utmMedium: attribution.utmMedium,
        utmCampaign: attribution.utmCampaign,
        utmContent: attribution.utmContent,
        utmTerm: attribution.utmTerm,
        gclid: attribution.gclid,
        fbclid: attribution.fbclid,
        landingUrl: attribution.landingUrl,
        referrer: attribution.referrer,
        metadata: { formName: form.formName || 'website' },
      }),
    },
  );

  if (!eventResponse.ok) {
    // लीड पहले ही बन चुकी है। इवेंट को क्यू करें और समान externalId के साथ
    // रीट्राई करें, न कि दूसरी लीड बनाएँ।
    throw new Error(`CRM marketing event failed: ${eventResponse.status}`);
  }

  return { leadId: lead.id, marketingEvent: await eventResponse.json() };
}

curl "$CRM_BASE_URL/api/leads/$LEAD_ID" \
  -H "Authorization: Bearer $CRM_ACCESS_TOKEN"

curl "$CRM_BASE_URL/api/leads/paged?page=0&size=20&createdAtFrom=2026-09-05T00:00:00Z&createdAtTo=2026-09-05T23:59:59Z&sort=createdAt,desc" \
  -H "Authorization: Bearer $CRM_ACCESS_TOKEN"