From f743f6210c44408c70f7d6b95b0b969950f77b95 Mon Sep 17 00:00:00 2001
From: Eric <eashaw@sailsjs.com>
Date: Tue, 25 Nov 2025 17:57:10 -0600
Subject: [PATCH] Website: Update contact creation and enrichment in
 deliver-talk-to-us-form-submission (#36320)

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.
---
 .../controllers/deliver-talk-to-us-form-submission.js  | 10 ++++------
 1 file changed, 4 insertions(+), 6 deletions(-)

diff --git a/website/api/controllers/deliver-talk-to-us-form-submission.js b/website/api/controllers/deliver-talk-to-us-form-submission.js
index 07ec1254bf..076b9977f1 100644
--- a/website/api/controllers/deliver-talk-to-us-form-submission.js
+++ b/website/api/controllers/deliver-talk-to-us-form-submission.js
@@ -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
       }
     }
   }