class Sukremore::Modules::Lead
Constants
- MODULE_NAME
Public Instance Methods
get_lead_by_email(email_id)
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GET lead id and desc searching by email
# File lib/sukremore/modules/lead.rb, line 33 def get_lead_by_email email_id query = %Q{leads.id in (select email_addr_bean_rel.bean_id from email_addr_bean_rel where email_addr_bean_rel.bean_module = 'Leads' and email_addr_bean_rel.email_address_id = '#{email_id}' ) } sugar_resp = @client.get_entry_list(MODULE_NAME, { :query => query, :order_by => '', # the SQL ORDER BY clause without the phrase “order by”. :offset => '0', # the record offset from which to start. :select_fields => ['id', 'description'], :max_results => '1', :deleted => 0, # exclude deleted records :favorites => false # if only records marked as favorites should be returned. }) return {:lead_id => nil, :lead_desc => ""} if sugar_resp["entry_list"].length == 0 {:lead_id => sugar_resp["entry_list"][0]["id"], :lead_desc => sugar_resp["entry_list"][0]["name_value_list"]["description"]["value"]} end
set_lead(lead={})
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Inserts a new lead into the SugarCRM.
Accepted params (symbol keys) are:
-
:lead_id <- may be null on create.
-
:lead_desc
-
:name
-
:email1
Returns the id of the lead on success, otherwise returns nil.
# File lib/sukremore/modules/lead.rb, line 16 def set_lead lead={} raise "really? add new a new empty lead?" if lead.empty? if lead[:description].nil? or lead[:description].empty? lead[:description]= "Lead generated from #{@client.endpoint_name}-> [(#{Time.now})- #{lead[:text]}]" end if lead[:lead_source].nil? || lead[:lead_source].empty? lead[:lead_source]= @client.endpoint_name end if lead[:status].nil? || lead[:status].empty? lead[:lead_source]= 'New' end @client.set_entry Lead::MODULE_NAME, lead end