crm.leads.getById & crm.leads.update #

// Fetch lead by numerical ID
crm.leads.getById(id: number): Promise<Lead>;

// Mutate writable lead fields
crm.leads.update(
  id: number,
  data: {
    name?: string;
    email?: string | null;
    phone?: string | null;
    countryCode?: string | null;
    meta?: Record<string, unknown>;
  }
): Promise<Lead>;

async function run(context: Context, dolfin: DolfinApi): Promise<void> {
  const { lead } = context;
  const crm = await dolfin.crm.module(lead.moduleId);

  // Update custom metadata field
  await crm.leads.update(lead.id, {
    meta: {
      account_status: "verified",
      onboarding_score: 85
    }
  });
}

async function run(context: Context, dolfin: DolfinApi): Promise<void> {
  const { lead } = context;
  const crm = await dolfin.crm.module(lead.moduleId);

  console.log(`Starting automated enrichment for Lead ID: ${lead.id} (${lead.name})`);

  try {
    // 1. Fetch fresh record from database
    const currentLead = await crm.leads.getById(lead.id);

    // 2. Compute dynamic qualification score
    let score = 0;
    const email = currentLead.email || "";

    // Domain check: Target enterprise accounts
    if (email.endsWith("@fortune500.com") || email.endsWith("@enterprise.org")) {
      score += 50;
    } else if (email && !email.includes("gmail.com") && !email.includes("yahoo.com")) {
      score += 25;
    }

    // Revenue check: High-value opportunities
    const annualRevenue = Number(currentLead.meta?.annual_revenue || 0);
    if (annualRevenue >= 1_000_000) {
      score += 35;
    } else if (annualRevenue >= 250_000) {
      score += 15;
    }

    const tier = score >= 70 ? "Tier 1 — High Value" : score >= 40 ? "Tier 2 — Standard" : "Tier 3 — Nurture";

    // 3. Persist score & tier back into custom meta
    const updated = await crm.leads.update(lead.id, {
      meta: {
        ...currentLead.meta,
        lead_score: score,
        qualification_tier: tier,
        last_scored_at: new Date().toISOString()
      }
    });

    // 4. Log audit note to timeline
    await crm.leads.notes.add(
      lead.id,
      `🎯 Lead automatically scored: ${score}/100 (${tier}).`
    );

    console.log(`Enrichment complete. Lead #${lead.id} assigned score ${score}.`);
  } catch (error: any) {
    console.error(`Failed to enrich lead #${lead.id}: ${error.message}`);
    throw error;
  }
}