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Website: Update contact creation and enrichment in deliver-talk-to-us-form-submission (#36320)

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Related to: https://github.com/fleetdm/confidential/issues/13219

Changes:
- Updated the `deliver-talk-to-us-form-submission` action to only use
the email domain for contact creation and enrichment, and to include the
provided organization name in contact descriptions.
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Eric 2025-11-25 17:57:10 -06:00 committed by GitHub
parent db2b645655
commit f743f6210c
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1 changed files with 4 additions and 6 deletions
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10
website/api/controllers/deliver-talk-to-us-form-submission.js vendored
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@ -83,7 +83,7 @@ module.exports = {
emailAddress: emailAddress,
firstName: firstName,
lastName: lastName,
organization: organization,
// organization: organization, // Note: the user-provided organization is not used here because we're relying on the enrichment helper below to find the correct organization for this person.
primaryBuyingSituation: primaryBuyingSituation === 'security-misc' ? 'Endpoint operations - Security' : primaryBuyingSituation === 'it-misc' ? 'Endpoint operations - IT' : primaryBuyingSituation === 'it-major-mdm' ? 'Device management (MDM)' : primaryBuyingSituation === 'it-gap-filler-mdm' ? 'IT - Gap-filler MDM' : primaryBuyingSituation === 'security-vm' ? 'Vulnerability management' : undefined,
contactSource: 'Website - Contact forms',
psychologicalStage: '4 - Has use case',
@ -92,7 +92,7 @@ module.exports = {
// If the user said they have 700+ hosts, Update/create a contact and account, and send them to the "Talk to us" Calendly event.
if(numberOfHosts >= 700){
contactInformation.description = `Submitted the "Talk to us" form and was taken to the Calendly page for the "Talk to us" event. Number of hosts: ${numberOfHosts}`;
contactInformation.description = `Submitted the "Talk to us" form and was taken to the Calendly page for the "Talk to us" event. Provided organization name: ${organization}, Number of hosts: ${numberOfHosts}`;
sails.helpers.salesforce.updateOrCreateContactAndAccount.with(contactInformation).exec((err)=>{
if(err) {
sails.log.warn(`Background task failed: When a user submitted the "Talk to us" form, a lead/contact could not be updated in the CRM for this email address: ${emailAddress}.`, err);
@ -105,7 +105,6 @@ module.exports = {
emailAddress,
firstName,
lastName,
organization,
}).tolerate((err)=>{
sails.log.warn(`When a user (${emailAddress}) submitted the "Talk to us form", an error occured while getting enrichment information for this user. Error from get-enriched helper: ${require('util').inspect(err)}`);
return {};
@ -113,7 +112,7 @@ module.exports = {
// If we got a employer.numberOfEmployees value from the getEnriched helper, send the user to the "talk to us" calendly event if it is 700+.
if(enrichmentInformation.employer && enrichmentInformation.employer.numberOfEmployees && enrichmentInformation.employer.numberOfEmployees >= 700) {
contactInformation.description = `Submitted the "Talk to us" form and was taken to the Calendly page for the "Talk to us" event because of the number of employees (${enrichmentInformation.employer.numberOfEmployees}) returned by Coresignal. Number of hosts: ${numberOfHosts}`;
contactInformation.description = `Submitted the "Talk to us" form and was taken to the Calendly page for the "Talk to us" event because of the number of employees (${enrichmentInformation.employer.numberOfEmployees}) returned by Coresignal. Provided organization name: ${organization}, Number of hosts: ${numberOfHosts}`;
sails.helpers.salesforce.updateOrCreateContactAndAccount.with(contactInformation).exec((err)=>{
if(err) {
sails.log.warn(`Background task failed: When a user submitted the "Talk to us" form, a lead/contact could not be updated in the CRM for this email address: ${emailAddress}.`, err);
@ -122,14 +121,13 @@ module.exports = {
return `https://calendly.com/fleetdm/talk-to-us?email=${encodeURIComponent(emailAddress)}&name=${encodeURIComponent(firstName+' '+lastName)}`;
} else {
// If the enrichment helper didn't return a employer.numberOfEmployees value and this user has <700 hosts, send them to the "Let's get you set up!" Calendly event
contactInformation.description = `Submitted the "Talk to us" form and was taken to the Calendly page for the "Let\'s get you set up!" event. Number of hosts: ${numberOfHosts}`;
contactInformation.description = `Submitted the "Talk to us" form and was taken to the Calendly page for the "Let\'s get you set up!" event. Provided organization name: ${organization}, Number of hosts: ${numberOfHosts}`;
sails.helpers.salesforce.updateOrCreateContactAndAccount.with(contactInformation).exec((err)=>{
if(err) {
sails.log.warn(`Background task failed: When a user submitted the "Talk to us" form, a lead/contact could not be updated in the CRM for this email address: ${emailAddress}.`, err);
}
});
return `https://calendly.com/fleetdm/chat?email=${encodeURIComponent(emailAddress)}&name=${encodeURIComponent(firstName+' '+lastName)}`;
// FUTURE: create POV here
}
}
}