close_sub.py

#!/usr/bin/env python3
# Subscribes contacts in a CSV file to a Close campaign
# Requires python3.7 or newer (f-strings)
# Prepare: save this script in close_sub.py and `pip3 install closeio`
# CSV should be two columns with email followed by exact Sequence name on Close
# Usage: KEY=api_yourcloseiokey LIVE=0 python3 close_sub.py leads.csv
import csv
import fileinput
import os
import re
import sys
import traceback
import urllib
import logging
from closeio_api import Client as CloseIO_API

API_KEY = os.getenv('KEY')
LIVE = os.getenv('LIVE') == '1'

g_sender_email = None
g_sender_name = None
g_sender_account_id = None
logger = logging.getLogger(__name__)

def subscribe(client, seq_id, contact_id, contact_email):
    d = client.post('sequence_subscription', data={
        "sequence_id": seq_id,
        "contact_id": contact_id,
        "contact_email": contact_email,
        "sender_account_id": g_sender_account_id,
        "sender_name": g_sender_name,
        "sender_email": g_sender_email,
    })
    print(d)

def main():
    global g_sender_name, g_sender_email, g_sender_account_id
    c = CloseIO_API(API_KEY, development=False)
    logging.basicConfig(level=logging.INFO)
    
    if not API_KEY:
        print("error: supply API key with `KEY=api_xyz python3 close_sub.py`", file=sys.stderr)
        return

    # Find us
    me = c.get('me')
    g_sender_email = me['email']
    g_sender_name = me['first_name'] + ' ' + me['last_name']
    g_sender_account_id = me['email_accounts'][0]['id']

    print(f"Running in {'live' if LIVE else 'dry'} mode as {g_sender_email!r} / {g_sender_name!r}", file=sys.stderr)

    # find sequence IDs for all sequences by name
    d2 = c.get('sequence')
    seq_lookup = {n['name']: n['id'] for n in d2['data']}

    failures = []

    # import the CSV from fileinput
    # expects: (email, campaign_name)
    csvreader = csv.reader(fileinput.input(mode='r'), delimiter=',')
    for row in csvreader:
        if len(row) != 2:
            continue
        email, campaign_name = row

        try:
            # Find the sequence they deserve
            seq_id = seq_lookup.get(campaign_name)
            if seq_id is None:
                print(f"cannot find sequence {campaign_name!r} for email {email!r}", file=sys.stderr)

            # Find the lead
            leads = c.get('lead/?query=' + urllib.parse.quote(email))

            # Find all contacts for the lead
            contacts = [contact for row in leads['data'] for contact in row['contacts']]

            # Find our contact for the lead
            ours = [ct for ct in contacts if any(e['email'].lower() == email.lower() for e in ct['emails'])]
            if len(ours) != 1:
                print(f"weird... email {email} has non-unique contacts {ours}", file=sys.stderr)
                continue
            lead = ours[0]

            # Find which of the exact lead emails matches our inputs - corrects for different email casings
            lead_email = [
                e['email']
                for e in lead['emails']
                if e['email'].lower() == email.lower()
            ][0]

            # Subscribe our contact!
            print(f"would subscribe {email!r} aka {lead['name']!r} {lead['title']!r} with id {lead['id']} to campaign {campaign_name!r} (id {seq_id})", file=sys.stderr)
            if LIVE:
                subscribe(c, seq_id, lead['id'], lead_email)
        except Exception:
            logger.exception("Exception processing email %r", email)
            failures.append(email)

    print("The following contacts failed to subscribe:\n" + "\n".join(failures))

if __name__ == "__main__":
    main()