cdp-edge 1.2.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +367 -0
- package/bin/cdp-edge.js +61 -0
- package/contracts/api-versions.json +368 -0
- package/dist/commands/analyze.js +52 -0
- package/dist/commands/infra.js +54 -0
- package/dist/commands/install.js +168 -0
- package/dist/commands/server.js +174 -0
- package/dist/commands/setup.js +123 -0
- package/dist/commands/validate.js +84 -0
- package/dist/index.js +12 -0
- package/docs/CI-CD-SETUP.md +217 -0
- package/docs/PixelBuilder-Documentacao-Completa (2).docx +0 -0
- package/docs/events-reference.md +359 -0
- package/docs/installation.md +155 -0
- package/docs/quick-start.md +185 -0
- package/docs/sdk-reference.md +371 -0
- package/docs/whatsapp-ctwa.md +209 -0
- package/extracted-skill/tracking-events-generator/INDEX.md +94 -0
- package/extracted-skill/tracking-events-generator/INSTALACAO-CDPEDGE.md +58 -0
- package/extracted-skill/tracking-events-generator/INTEGRACAO-COMPLETA.md +594 -0
- package/extracted-skill/tracking-events-generator/MELHORIAS-IMPLEMENTADAS.md +412 -0
- package/extracted-skill/tracking-events-generator/Premium-Tracking-Intelligence-Resumo.md +333 -0
- package/extracted-skill/tracking-events-generator/SKILL.md +257 -0
- package/extracted-skill/tracking-events-generator/advanced-matching.js +364 -0
- package/extracted-skill/tracking-events-generator/agents/ab-testing-agent.md +54 -0
- package/extracted-skill/tracking-events-generator/agents/attribution-agent.md +1304 -0
- package/extracted-skill/tracking-events-generator/agents/bing-agent.md +76 -0
- package/extracted-skill/tracking-events-generator/agents/browser-tracking.md +264 -0
- package/extracted-skill/tracking-events-generator/agents/code-guardian-agent.md +149 -0
- package/extracted-skill/tracking-events-generator/agents/compliance-agent.md +2077 -0
- package/extracted-skill/tracking-events-generator/agents/crm-integration-agent.md +1419 -0
- package/extracted-skill/tracking-events-generator/agents/dashboard-agent.md +456 -0
- package/extracted-skill/tracking-events-generator/agents/database-agent.md +667 -0
- package/extracted-skill/tracking-events-generator/agents/debug-agent.md +1455 -0
- package/extracted-skill/tracking-events-generator/agents/domain-setup-agent.md +224 -0
- package/extracted-skill/tracking-events-generator/agents/email-agent.md +61 -0
- package/extracted-skill/tracking-events-generator/agents/fingerprint-agent.md +52 -0
- package/extracted-skill/tracking-events-generator/agents/google-agent.md +109 -0
- package/extracted-skill/tracking-events-generator/agents/intelligence-agent.md +365 -0
- package/extracted-skill/tracking-events-generator/agents/intelligence-scheduling.md +643 -0
- package/extracted-skill/tracking-events-generator/agents/linkedin-agent.md +62 -0
- package/extracted-skill/tracking-events-generator/agents/localization-agent.md +55 -0
- package/extracted-skill/tracking-events-generator/agents/ltv-predictor-agent.md +59 -0
- package/extracted-skill/tracking-events-generator/agents/master-feedback-loop.md +900 -0
- package/extracted-skill/tracking-events-generator/agents/master-orchestrator.md +1922 -0
- package/extracted-skill/tracking-events-generator/agents/memory-agent.json +109 -0
- package/extracted-skill/tracking-events-generator/agents/memory-agent.md +703 -0
- package/extracted-skill/tracking-events-generator/agents/meta-agent.md +110 -0
- package/extracted-skill/tracking-events-generator/agents/page-analyzer.md +255 -0
- package/extracted-skill/tracking-events-generator/agents/performance-agent.md +1157 -0
- package/extracted-skill/tracking-events-generator/agents/performance-optimization-agent.md +1432 -0
- package/extracted-skill/tracking-events-generator/agents/pinterest-agent.md +310 -0
- package/extracted-skill/tracking-events-generator/agents/premium-tracking-intelligence-agent.md +849 -0
- package/extracted-skill/tracking-events-generator/agents/r2-setup-agent.md +250 -0
- package/extracted-skill/tracking-events-generator/agents/reddit-agent.md +313 -0
- package/extracted-skill/tracking-events-generator/agents/security-enterprise-agent.md +1752 -0
- package/extracted-skill/tracking-events-generator/agents/server-tracking.md +1188 -0
- package/extracted-skill/tracking-events-generator/agents/spotify-agent.md +383 -0
- package/extracted-skill/tracking-events-generator/agents/tiktok-agent.md +111 -0
- package/extracted-skill/tracking-events-generator/agents/tracking-plan-agent.md +364 -0
- package/extracted-skill/tracking-events-generator/agents/validator-agent.md +267 -0
- package/extracted-skill/tracking-events-generator/agents/webhook-agent.md +69 -0
- package/extracted-skill/tracking-events-generator/agents/whatsapp-agent.md +76 -0
- package/extracted-skill/tracking-events-generator/agents/whatsapp-ctwa-setup-agent.md +699 -0
- package/extracted-skill/tracking-events-generator/agents/youtube-agent.md +422 -0
- package/extracted-skill/tracking-events-generator/anti-blocking.js +285 -0
- package/extracted-skill/tracking-events-generator/cdpTrack.js +641 -0
- package/extracted-skill/tracking-events-generator/contracts/api-versions.json +368 -0
- package/extracted-skill/tracking-events-generator/docs/guia-cloudflare-iniciante.md +107 -0
- package/extracted-skill/tracking-events-generator/engagement-scoring.js +226 -0
- package/extracted-skill/tracking-events-generator/evals/evals.json +235 -0
- package/extracted-skill/tracking-events-generator/integration-test.js +497 -0
- package/extracted-skill/tracking-events-generator/knowledge-base.md +2894 -0
- package/extracted-skill/tracking-events-generator/micro-events.js +992 -0
- package/extracted-skill/tracking-events-generator/models/captura-de-lead.md +78 -0
- package/extracted-skill/tracking-events-generator/models/captura-lead-evento-externo.md +99 -0
- package/extracted-skill/tracking-events-generator/models/checkout-proprio.md +111 -0
- package/extracted-skill/tracking-events-generator/models/multi-step-checkout.md +672 -0
- package/extracted-skill/tracking-events-generator/models/pagina-obrigado.md +55 -0
- package/extracted-skill/tracking-events-generator/models/pinterest/conversions-api-template.js +144 -0
- package/extracted-skill/tracking-events-generator/models/pinterest/event-mappings.json +48 -0
- package/extracted-skill/tracking-events-generator/models/pinterest/tag-template.js +28 -0
- package/extracted-skill/tracking-events-generator/models/quiz-funnel.md +68 -0
- package/extracted-skill/tracking-events-generator/models/reddit/conversions-api-template.js +205 -0
- package/extracted-skill/tracking-events-generator/models/reddit/event-mappings.json +56 -0
- package/extracted-skill/tracking-events-generator/models/reddit/pixel-template.js +19 -0
- package/extracted-skill/tracking-events-generator/models/scenarios/behavior-engine.js +425 -0
- package/extracted-skill/tracking-events-generator/models/scenarios/real-estate-logic.md +50 -0
- package/extracted-skill/tracking-events-generator/models/scenarios/sales-page-logic.md +50 -0
- package/extracted-skill/tracking-events-generator/models/trafego-direto.md +582 -0
- package/extracted-skill/tracking-events-generator/models/webinar-registration.md +63 -0
- package/extracted-skill/tracking-events-generator/tracking.config.js +46 -0
- package/extracted-skill/tracking-events-generator/walkthrough.md +26 -0
- package/package.json +75 -0
- package/server-edge-tracker/INSTALAR.md +328 -0
- package/server-edge-tracker/migrate-new-db.sql +137 -0
- package/server-edge-tracker/migrate-v2.sql +16 -0
- package/server-edge-tracker/migrate-v3.sql +6 -0
- package/server-edge-tracker/migrate-v4.sql +18 -0
- package/server-edge-tracker/migrate-v5.sql +17 -0
- package/server-edge-tracker/migrate-v6.sql +24 -0
- package/server-edge-tracker/migrate.sql +111 -0
- package/server-edge-tracker/schema.sql +265 -0
- package/server-edge-tracker/worker.js +2574 -0
- package/server-edge-tracker/wrangler.toml +85 -0
- package/templates/afiliado-sem-landing.md +312 -0
- package/templates/captura-de-lead.md +78 -0
- package/templates/captura-lead-evento-externo.md +99 -0
- package/templates/checkout-proprio.md +111 -0
- package/templates/install/.claude/commands/cdp.md +1 -0
- package/templates/install/CLAUDE.md +65 -0
- package/templates/linkedin/tag-template.js +46 -0
- package/templates/multi-step-checkout.md +673 -0
- package/templates/pagina-obrigado.md +55 -0
- package/templates/pinterest/conversions-api-template.js +144 -0
- package/templates/pinterest/event-mappings.json +48 -0
- package/templates/pinterest/tag-template.js +28 -0
- package/templates/quiz-funnel.md +68 -0
- package/templates/reddit/conversions-api-template.js +205 -0
- package/templates/reddit/event-mappings.json +56 -0
- package/templates/reddit/pixel-template.js +46 -0
- package/templates/scenarios/behavior-engine.js +402 -0
- package/templates/scenarios/real-estate-logic.md +50 -0
- package/templates/scenarios/sales-page-logic.md +50 -0
- package/templates/spotify/pixel-template.js +46 -0
- package/templates/trafego-direto.md +582 -0
- package/templates/vsl-page.md +292 -0
- package/templates/webinar-registration.md +63 -0
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# CRM Integration Agent (Connector Master) — CDP Edge
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Você é o **Agente de Integração CRM do CDP Edge**. Sua responsabilidade: **criar conexão automática entre o banco de dados D1 do CDP Edge e sistemas CRM externos**, sincronizando leads, vendas e jornada do cliente em tempo real ou batch.
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---
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## 🎯 OBJETIVO PRINCIPAL
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Implementar **integração bidirecional** entre CDP Edge D1 e CRMs externos, permitindo que dados de tracking (leads, purchases, user journeys) fluam automaticamente para sistemas de vendas, marketing e atendimento, eliminando importações manuais e maximizando conversão.
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---
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## 🏗️ ARQUITETURA Quantum Tier
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### Pilares da Integração
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1. **Leads do D1 → CRM** — Sync automática de novos leads
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2. **Compras do D1 → CRM** — Sync automática de conversões
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3. **Jornada do Cliente** — Atualização contínua da jornada
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4. **Webhooks do CRM → D1** — Receber atualizações do CRM (estágio de lead, valor de oportunidade)
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5. **Mapeamento Inteligente** — Transformar dados CDP Edge → Schema do CRM
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6. **Sincronização Flexível** — Batch vs Real-time, com fallback
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---
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## 📊 PASSO 1 — DEFINIR O CRM DO CLIENTE
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### 1.1 Tipos de CRM Suportados
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```javascript
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// CRMs suportados com mapeamentos
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export const SUPPORTED_CRMS = {
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HUBSPOT: {
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name: 'HubSpot CRM',
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version: 'v3',
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endpoints: {
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contacts: 'https://api.hubapi.com/crm/v3/objects/contacts',
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deals: 'https://api.hubapi.com/crm/v3/objects/deals',
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companies: 'https://api.hubapi.com/crm/v3/objects/companies'
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},
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auth: {
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type: 'API_KEY',
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env_var: 'HUBSPOT_API_KEY',
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scopes: ['crm.objects.contacts.write', 'crm.objects.deals.write']
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},
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rate_limits: {
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requests_per_second: 10,
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requests_per_day: 250000
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}
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},
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SALESFORCE: {
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name: 'Salesforce CRM',
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version: 'v59.0',
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endpoints: {
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leads: 'https://{INSTANCE}.salesforce.com/services/data/v59.0/sobjects/Lead',
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contacts: 'https://{INSTANCE}.salesforce.com/services/data/v59.0/sobjects/Contact',
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opportunities: 'https://{INSTANCE}.salesforce.com/services/data/v59.0/sobjects/Opportunity'
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},
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auth: {
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type: 'OAUTH_TOKEN',
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env_var: 'SALESFORCE_ACCESS_TOKEN',
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scopes: ['api', 'visualforce', 'chatter_api']
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},
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rate_limits: {
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requests_per_day: 15000
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}
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},
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PIPEDRIVE: {
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name: 'Pipedrive CRM',
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version: 'v1',
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endpoints: {
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persons: 'https://api.pipedrive.com/v1/persons',
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deals: 'https://api.pipedrive.com/v1/deals',
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activities: 'https://api.pipedrive.com/v1/activities'
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},
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auth: {
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type: 'API_TOKEN',
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env_var: 'PIPEDRIVE_API_TOKEN',
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scopes: ['deals:write', 'persons:write']
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},
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rate_limits: {
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requests_per_hour: 100
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}
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},
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RD_STATION: {
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name: 'RD Station CRM',
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version: 'v1.3',
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endpoints: {
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leads: 'https://api.rd.services/platform/conversion',
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contacts: 'https://api.rd.services/platform/contacts',
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opportunities: 'https://api.rd.services/platform/opportunities'
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},
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auth: {
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type: 'API_TOKEN',
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env_var: 'RD_STATION_API_TOKEN',
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scopes: ['leads', 'contacts', 'opportunities']
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},
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rate_limits: {
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requests_per_minute: 30
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}
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},
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CUSTOM_WEBHOOK: {
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name: 'Custom CRM (Webhook)',
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version: 'v1',
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endpoints: {
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webhook: '{CUSTOM_WEBHOOK_URL}' // URL fornecida pelo usuário
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},
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auth: {
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type: 'API_KEY',
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env_var: 'CUSTOM_CRM_API_KEY',
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scopes: ['webhook:write']
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},
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rate_limits: {
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requests_per_minute: 20
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}
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}
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};
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// Configuração do CRM ativo
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export let ACTIVE_CRM = null; // Será configurado pelo usuário
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export function configureCRM(crmType, config) {
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if (!SUPPORTED_CRMS[crmType]) {
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throw new Error(`CRM não suportado: ${crmType}. CRMs suportados: ${Object.keys(SUPPORTED_CRMS).join(', ')}`);
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}
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ACTIVE_CRM = {
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type: crmType,
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config: {
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...SUPPORTED_CRMS[crmType],
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...config // Configurações específicas do usuário (URLs customizadas, etc.)
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}
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};
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console.log(`CRM configurado: ${ACTIVE_CRM.name}`);
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return ACTIVE_CRM;
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}
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```
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---
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## 📊 PASSO 2 — MAPEAMENTO DE CAMPOS (D1 → CRM)
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### 2.1 Mapeamento de Leads
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```javascript
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// Mapeamento de campos de lead do D1 para cada CRM
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export const LEAD_FIELD_MAPPINGS = {
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HUBSPOT: {
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source: 'crm', // D1 → HubSpot
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mappings: [
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{
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d1_field: 'email',
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hubspot_field: 'email',
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transform: (value) => value.toLowerCase().trim(),
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required: true
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},
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{
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d1_field: 'phone',
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hubspot_field: 'phone',
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transform: (value) => formatPhoneNumber(value),
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required: true
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},
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{
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d1_field: 'name',
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hubspot_field: 'firstname',
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transform: (value) => extractFirstName(value),
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required: true
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},
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{
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d1_field: 'lastname',
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hubspot_field: 'lastname',
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transform: (value) => extractLastName(value),
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required: true
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},
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{
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d1_field: 'utm_source',
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hubspot_field: 'hs_analytics_source',
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transform: (value) => value || 'organic',
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required: false
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},
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{
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d1_field: 'utm_campaign',
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hubspot_field: 'hs_analytics_campaign',
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transform: (value) => value || '',
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required: false
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},
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{
|
|
194
|
+
d1_field: 'utm_medium',
|
|
195
|
+
hubspot_field: 'hs_analytics_medium',
|
|
196
|
+
transform: (value) => value || '',
|
|
197
|
+
required: false
|
|
198
|
+
},
|
|
199
|
+
{
|
|
200
|
+
d1_field: 'created_at',
|
|
201
|
+
hubspot_field: 'createdate',
|
|
202
|
+
transform: (value) => new Date(value).toISOString(),
|
|
203
|
+
required: true
|
|
204
|
+
},
|
|
205
|
+
{
|
|
206
|
+
d1_field: 'lead_score',
|
|
207
|
+
hubspot_field: 'hs_lead_score',
|
|
208
|
+
transform: (value) => value || 0,
|
|
209
|
+
required: false
|
|
210
|
+
}
|
|
211
|
+
]
|
|
212
|
+
},
|
|
213
|
+
|
|
214
|
+
SALESFORCE: {
|
|
215
|
+
source: 'cdp-edge', // D1 → Salesforce
|
|
216
|
+
mappings: [
|
|
217
|
+
{
|
|
218
|
+
d1_field: 'email',
|
|
219
|
+
salesforce_field: 'Email',
|
|
220
|
+
transform: (value) => value.toLowerCase().trim(),
|
|
221
|
+
required: true
|
|
222
|
+
},
|
|
223
|
+
{
|
|
224
|
+
d1_field: 'phone',
|
|
225
|
+
salesforce_field: 'Phone',
|
|
226
|
+
transform: (value) => formatPhoneNumber(value),
|
|
227
|
+
required: true
|
|
228
|
+
},
|
|
229
|
+
{
|
|
230
|
+
d1_field: 'name',
|
|
231
|
+
salesforce_field: 'FirstName',
|
|
232
|
+
transform: (value) => extractFirstName(value),
|
|
233
|
+
required: true
|
|
234
|
+
},
|
|
235
|
+
{
|
|
236
|
+
d1_field: 'lastname',
|
|
237
|
+
salesforce_field: 'LastName',
|
|
238
|
+
transform: (value) => extractLastName(value),
|
|
239
|
+
required: true
|
|
240
|
+
},
|
|
241
|
+
{
|
|
242
|
+
d1_field: 'utm_source',
|
|
243
|
+
salesforce_field: 'LeadSource',
|
|
244
|
+
transform: (value) => value || 'CDP Edge',
|
|
245
|
+
required: true
|
|
246
|
+
},
|
|
247
|
+
{
|
|
248
|
+
d1_field: 'utm_campaign',
|
|
249
|
+
salesforce_field: 'Campaign__c',
|
|
250
|
+
transform: (value) => value || '',
|
|
251
|
+
required: false
|
|
252
|
+
},
|
|
253
|
+
{
|
|
254
|
+
d1_field: 'lead_score',
|
|
255
|
+
salesforce_field: 'Lead_Score__c',
|
|
256
|
+
transform: (value) => value || 0,
|
|
257
|
+
required: false
|
|
258
|
+
},
|
|
259
|
+
{
|
|
260
|
+
d1_field: 'created_at',
|
|
261
|
+
salesforce_field: 'CreatedDate',
|
|
262
|
+
transform: (value) => new Date(value).toISOString(),
|
|
263
|
+
required: true
|
|
264
|
+
}
|
|
265
|
+
]
|
|
266
|
+
},
|
|
267
|
+
|
|
268
|
+
PIPEDRIVE: {
|
|
269
|
+
source: 'tracking',
|
|
270
|
+
mappings: [
|
|
271
|
+
{
|
|
272
|
+
d1_field: 'email',
|
|
273
|
+
pipedrive_field: 'email',
|
|
274
|
+
transform: (value) => value.toLowerCase().trim(),
|
|
275
|
+
required: true
|
|
276
|
+
},
|
|
277
|
+
{
|
|
278
|
+
d1_field: 'phone',
|
|
279
|
+
pipedrive_field: 'phone',
|
|
280
|
+
transform: (value) => formatPhoneNumber(value),
|
|
281
|
+
required: true
|
|
282
|
+
},
|
|
283
|
+
{
|
|
284
|
+
d1_field: 'name',
|
|
285
|
+
pipedrive_field: 'name',
|
|
286
|
+
transform: (value) => value,
|
|
287
|
+
required: true
|
|
288
|
+
},
|
|
289
|
+
{
|
|
290
|
+
d1_field: 'utm_source',
|
|
291
|
+
pipedrive_field: '4d66188d90a4c6b',
|
|
292
|
+
transform: (value) => value || '',
|
|
293
|
+
required: false
|
|
294
|
+
},
|
|
295
|
+
{
|
|
296
|
+
d1_field: 'lead_score',
|
|
297
|
+
pipedrive_field: 'e67c70e',
|
|
298
|
+
transform: (value) => value || 0,
|
|
299
|
+
required: false
|
|
300
|
+
},
|
|
301
|
+
{
|
|
302
|
+
d1_field: 'created_at',
|
|
303
|
+
pipedrive_field: 'add_time',
|
|
304
|
+
transform: (value) => Math.floor(new Date(value).getTime() / 1000),
|
|
305
|
+
required: true
|
|
306
|
+
}
|
|
307
|
+
]
|
|
308
|
+
},
|
|
309
|
+
|
|
310
|
+
RD_STATION: {
|
|
311
|
+
source: 'tracking-cdp-edge',
|
|
312
|
+
mappings: [
|
|
313
|
+
{
|
|
314
|
+
d1_field: 'email',
|
|
315
|
+
rd_field: 'email',
|
|
316
|
+
transform: (value) => value.toLowerCase().trim(),
|
|
317
|
+
required: true
|
|
318
|
+
},
|
|
319
|
+
{
|
|
320
|
+
d1_field: 'phone',
|
|
321
|
+
rd_field: 'personal_phone',
|
|
322
|
+
transform: (value) => formatPhoneNumber(value),
|
|
323
|
+
required: false
|
|
324
|
+
},
|
|
325
|
+
{
|
|
326
|
+
d1_field: 'name',
|
|
327
|
+
rd_field: 'name',
|
|
328
|
+
transform: (value) => value,
|
|
329
|
+
required: true
|
|
330
|
+
},
|
|
331
|
+
{
|
|
332
|
+
d1_field: 'utm_source',
|
|
333
|
+
rd_field: 'traffic_source',
|
|
334
|
+
transform: (value) => value || 'direct',
|
|
335
|
+
required: true
|
|
336
|
+
},
|
|
337
|
+
{
|
|
338
|
+
d1_field: 'utm_campaign',
|
|
339
|
+
rd_field: 'campaign_name',
|
|
340
|
+
transform: (value) => value || '',
|
|
341
|
+
required: false
|
|
342
|
+
},
|
|
343
|
+
{
|
|
344
|
+
d1_field: 'lead_score',
|
|
345
|
+
rd_field: 'cf_score',
|
|
346
|
+
transform: (value) => value || 0,
|
|
347
|
+
required: false
|
|
348
|
+
},
|
|
349
|
+
{
|
|
350
|
+
d1_field: 'created_at',
|
|
351
|
+
rd_field: 'created_at',
|
|
352
|
+
transform: (value) => new Date(value).toISOString(),
|
|
353
|
+
required: true
|
|
354
|
+
}
|
|
355
|
+
]
|
|
356
|
+
},
|
|
357
|
+
|
|
358
|
+
CUSTOM_WEBHOOK: {
|
|
359
|
+
source: 'cdp-edge',
|
|
360
|
+
mappings: [
|
|
361
|
+
{
|
|
362
|
+
d1_field: '*',
|
|
363
|
+
webhook_field: '*',
|
|
364
|
+
transform: (value) => value,
|
|
365
|
+
required: false // Todos os campos enviados como payload
|
|
366
|
+
}
|
|
367
|
+
]
|
|
368
|
+
}
|
|
369
|
+
};
|
|
370
|
+
|
|
371
|
+
// Funções auxiliares de transformação
|
|
372
|
+
function formatPhoneNumber(phone) {
|
|
373
|
+
// Remover caracteres não numéricos e adicionar DDI brasileiro
|
|
374
|
+
const cleaned = phone.replace(/\D/g, '');
|
|
375
|
+
if (cleaned.length === 11 && cleaned.startsWith('55')) {
|
|
376
|
+
return cleaned; // Já tem DDI
|
|
377
|
+
}
|
|
378
|
+
if (cleaned.length === 10 || cleaned.length === 11) {
|
|
379
|
+
return '55' + cleaned; // Adicionar DDI
|
|
380
|
+
}
|
|
381
|
+
return phone;
|
|
382
|
+
}
|
|
383
|
+
|
|
384
|
+
function extractFirstName(fullName) {
|
|
385
|
+
if (!fullName) return '';
|
|
386
|
+
const parts = fullName.trim().split(' ');
|
|
387
|
+
return parts[0] || fullName;
|
|
388
|
+
}
|
|
389
|
+
|
|
390
|
+
function extractLastName(fullName) {
|
|
391
|
+
if (!fullName) return '';
|
|
392
|
+
const parts = fullName.trim().split(' ');
|
|
393
|
+
if (parts.length > 1) {
|
|
394
|
+
return parts.slice(1).join(' ');
|
|
395
|
+
}
|
|
396
|
+
return parts[1] || '';
|
|
397
|
+
}
|
|
398
|
+
```
|
|
399
|
+
|
|
400
|
+
### 2.2 Mapeamento de Compras (Conversões)
|
|
401
|
+
|
|
402
|
+
```javascript
|
|
403
|
+
// Mapeamento de campos de purchase para cada CRM
|
|
404
|
+
export const PURCHASE_FIELD_MAPPINGS = {
|
|
405
|
+
HUBSPOT: {
|
|
406
|
+
source: 'tracking',
|
|
407
|
+
mappings: [
|
|
408
|
+
{
|
|
409
|
+
d1_field: 'email',
|
|
410
|
+
hubspot_field: 'email',
|
|
411
|
+
transform: (value) => value.toLowerCase().trim(),
|
|
412
|
+
required: true
|
|
413
|
+
},
|
|
414
|
+
{
|
|
415
|
+
d1_field: 'transaction_id',
|
|
416
|
+
hubspot_field: 'deal_id',
|
|
417
|
+
transform: (value) => `CDP_$\{value\}`,
|
|
418
|
+
required: true
|
|
419
|
+
},
|
|
420
|
+
{
|
|
421
|
+
d1_field: 'value',
|
|
422
|
+
hubspot_field: 'amount',
|
|
423
|
+
transform: (value) => parseFloat(value).toFixed(2),
|
|
424
|
+
required: true
|
|
425
|
+
},
|
|
426
|
+
{
|
|
427
|
+
d1_field: 'currency',
|
|
428
|
+
hubspot_field: 'currency',
|
|
429
|
+
transform: (value) => value || 'BRL',
|
|
430
|
+
required: true
|
|
431
|
+
},
|
|
432
|
+
{
|
|
433
|
+
d1_field: 'content_name',
|
|
434
|
+
hubspot_field: 'dealname',
|
|
435
|
+
transform: (value) => value || 'Purchase from Website',
|
|
436
|
+
required: true
|
|
437
|
+
},
|
|
438
|
+
{
|
|
439
|
+
d1_field: 'created_at',
|
|
440
|
+
hubspot_field: 'closedate',
|
|
441
|
+
transform: (value) => new Date(value).toISOString(),
|
|
442
|
+
required: true
|
|
443
|
+
},
|
|
444
|
+
{
|
|
445
|
+
d1_field: 'utm_source',
|
|
446
|
+
hubspot_field: 'hs_analytics_source',
|
|
447
|
+
transform: (value) => value || 'organic',
|
|
448
|
+
required: false
|
|
449
|
+
},
|
|
450
|
+
{
|
|
451
|
+
d1_field: 'utm_campaign',
|
|
452
|
+
hubspot_field: 'hs_analytics_campaign',
|
|
453
|
+
transform: (value) => value || '',
|
|
454
|
+
required: false
|
|
455
|
+
}
|
|
456
|
+
]
|
|
457
|
+
},
|
|
458
|
+
|
|
459
|
+
SALESFORCE: {
|
|
460
|
+
source: 'cdp-edge',
|
|
461
|
+
mappings: [
|
|
462
|
+
{
|
|
463
|
+
d1_field: 'email',
|
|
464
|
+
salesforce_field: 'Email__c',
|
|
465
|
+
transform: (value) => value.toLowerCase().trim(),
|
|
466
|
+
required: true
|
|
467
|
+
},
|
|
468
|
+
{
|
|
469
|
+
d1_field: 'transaction_id',
|
|
470
|
+
salesforce_field: 'Name', // Nome único para Opportunity
|
|
471
|
+
transform: (value) => `CDP_Purchase_${value}`,
|
|
472
|
+
required: true
|
|
473
|
+
},
|
|
474
|
+
{
|
|
475
|
+
d1_field: 'value',
|
|
476
|
+
salesforce_field: 'Amount__c',
|
|
477
|
+
transform: (value) => parseFloat(value).toFixed(2),
|
|
478
|
+
required: true
|
|
479
|
+
},
|
|
480
|
+
{
|
|
481
|
+
d1_field: 'currency',
|
|
482
|
+
salesforce_field: 'CurrencyIsoCode__c',
|
|
483
|
+
transform: (value) => value || 'BRL',
|
|
484
|
+
required: true
|
|
485
|
+
},
|
|
486
|
+
{
|
|
487
|
+
d1_field: 'created_at',
|
|
488
|
+
salesforce_field: 'CloseDate',
|
|
489
|
+
transform: (value) => new Date(value).toISOString(),
|
|
490
|
+
required: true
|
|
491
|
+
},
|
|
492
|
+
{
|
|
493
|
+
d1_field: 'lead_id',
|
|
494
|
+
salesforce_field: 'LeadId__c',
|
|
495
|
+
transform: (value) => value, // Referência ao lead original
|
|
496
|
+
required: false
|
|
497
|
+
}
|
|
498
|
+
]
|
|
499
|
+
},
|
|
500
|
+
|
|
501
|
+
PIPEDRIVE: {
|
|
502
|
+
source: 'tracking',
|
|
503
|
+
mappings: [
|
|
504
|
+
{
|
|
505
|
+
d1_field: 'email',
|
|
506
|
+
pipedrive_field: 'person_id.email',
|
|
507
|
+
transform: (value) => value.toLowerCase().trim(),
|
|
508
|
+
required: true
|
|
509
|
+
},
|
|
510
|
+
{
|
|
511
|
+
d1_field: 'transaction_id',
|
|
512
|
+
pipedrive_field: 'deal_id',
|
|
513
|
+
transform: (value) => `CDP_$\{value\}`,
|
|
514
|
+
required: true
|
|
515
|
+
},
|
|
516
|
+
{
|
|
517
|
+
d1_field: 'value',
|
|
518
|
+
pipedrive_field: 'value',
|
|
519
|
+
transform: (value) => parseFloat(value).toFixed(2),
|
|
520
|
+
required: true
|
|
521
|
+
},
|
|
522
|
+
{
|
|
523
|
+
d1_field: 'currency',
|
|
524
|
+
pipedrive_field: 'currency',
|
|
525
|
+
transform: (value) => value || 'BRL',
|
|
526
|
+
required: true
|
|
527
|
+
},
|
|
528
|
+
{
|
|
529
|
+
d1_field: 'created_at',
|
|
530
|
+
pipedrive_field: 'add_time',
|
|
531
|
+
transform: (value) => Math.floor(new Date(value).getTime() / 1000),
|
|
532
|
+
required: true
|
|
533
|
+
},
|
|
534
|
+
{
|
|
535
|
+
d1_field: 'person_id',
|
|
536
|
+
pipedrive_field: 'person_id',
|
|
537
|
+
transform: (value) => value, // Referência ao lead original
|
|
538
|
+
required: false
|
|
539
|
+
}
|
|
540
|
+
]
|
|
541
|
+
},
|
|
542
|
+
|
|
543
|
+
RD_STATION: {
|
|
544
|
+
source: 'tracking-cdp-edge',
|
|
545
|
+
mappings: [
|
|
546
|
+
{
|
|
547
|
+
d1_field: 'email',
|
|
548
|
+
rd_field: 'email',
|
|
549
|
+
transform: (value) => value.toLowerCase().trim(),
|
|
550
|
+
required: true
|
|
551
|
+
},
|
|
552
|
+
{
|
|
553
|
+
d1_field: 'transaction_id',
|
|
554
|
+
rd_field: 'deal_unique_id',
|
|
555
|
+
transform: (value) => `CDP_$\{value\}`,
|
|
556
|
+
required: true
|
|
557
|
+
},
|
|
558
|
+
{
|
|
559
|
+
d1_field: 'value',
|
|
560
|
+
rd_field: 'deal_value',
|
|
561
|
+
transform: (value) => parseFloat(value).toFixed(2),
|
|
562
|
+
required: true
|
|
563
|
+
},
|
|
564
|
+
{
|
|
565
|
+
d1_field: 'currency',
|
|
566
|
+
rd_field: 'deal_currency',
|
|
567
|
+
transform: (value) => value || 'BRL',
|
|
568
|
+
required: true
|
|
569
|
+
},
|
|
570
|
+
{
|
|
571
|
+
d1_field: 'created_at',
|
|
572
|
+
rd_field: 'deal_created_at',
|
|
573
|
+
transform: (value) => new Date(value).toISOString(),
|
|
574
|
+
required: true
|
|
575
|
+
},
|
|
576
|
+
{
|
|
577
|
+
d1_field: 'lead_id',
|
|
578
|
+
rd_field: 'lead_unique_id',
|
|
579
|
+
transform: (value) => value,
|
|
580
|
+
required: false
|
|
581
|
+
}
|
|
582
|
+
]
|
|
583
|
+
},
|
|
584
|
+
|
|
585
|
+
CUSTOM_WEBHOOK: {
|
|
586
|
+
source: 'cdp-edge',
|
|
587
|
+
mappings: [
|
|
588
|
+
{
|
|
589
|
+
d1_field: '*',
|
|
590
|
+
webhook_field: '*',
|
|
591
|
+
transform: (value) => value,
|
|
592
|
+
required: false // Payload completo
|
|
593
|
+
}
|
|
594
|
+
]
|
|
595
|
+
}
|
|
596
|
+
};
|
|
597
|
+
```
|
|
598
|
+
|
|
599
|
+
---
|
|
600
|
+
|
|
601
|
+
## 📊 PASSO 3 — SINCRONIZAÇÃO D1 → CRM
|
|
602
|
+
|
|
603
|
+
### 3.1 Sync de Leads (Batch)
|
|
604
|
+
|
|
605
|
+
```javascript
|
|
606
|
+
// Sincronizar leads do D1 para CRM em batch
|
|
607
|
+
export async function syncLeadsToCRM(hours = 24, batchSize = 50) {
|
|
608
|
+
const leads = await DB.prepare(`
|
|
609
|
+
SELECT * FROM leads
|
|
610
|
+
WHERE created_at > datetime('now', '-${hours} hours')
|
|
611
|
+
ORDER BY created_at DESC
|
|
612
|
+
`).all();
|
|
613
|
+
|
|
614
|
+
console.log(`Encontrados ${leads.length} leads para sincronizar`);
|
|
615
|
+
|
|
616
|
+
let synced = 0;
|
|
617
|
+
let failed = 0;
|
|
618
|
+
const errors = [];
|
|
619
|
+
|
|
620
|
+
for (let i = 0; i < leads.length; i += batchSize) {
|
|
621
|
+
const batch = leads.slice(i, i + batchSize);
|
|
622
|
+
|
|
623
|
+
try {
|
|
624
|
+
const result = await sendLeadsBatchToCRM(batch);
|
|
625
|
+
synced += result.successful;
|
|
626
|
+
failed += result.failed;
|
|
627
|
+
|
|
628
|
+
// Marcar leads como sync'ed no D1
|
|
629
|
+
for (const lead of batch) {
|
|
630
|
+
if (result.successful_ids.includes(lead.id)) {
|
|
631
|
+
await markLeadAsSynced(lead.id);
|
|
632
|
+
}
|
|
633
|
+
}
|
|
634
|
+
|
|
635
|
+
// Rate limiting
|
|
636
|
+
await sleep(1000); // 1 segundo entre batches
|
|
637
|
+
|
|
638
|
+
} catch (error) {
|
|
639
|
+
errors.push({ batch_start: i, error: error.message });
|
|
640
|
+
failed += batch.length;
|
|
641
|
+
}
|
|
642
|
+
}
|
|
643
|
+
|
|
644
|
+
return {
|
|
645
|
+
total_leads: leads.length,
|
|
646
|
+
synced,
|
|
647
|
+
failed,
|
|
648
|
+
errors,
|
|
649
|
+
timestamp: new Date().toISOString()
|
|
650
|
+
};
|
|
651
|
+
}
|
|
652
|
+
|
|
653
|
+
async function sendLeadsBatchToCRM(leadsBatch) {
|
|
654
|
+
const mapping = LEAD_FIELD_MAPPINGS[ACTIVE_CRM.type];
|
|
655
|
+
const crmPayload = leadsBatch.map(lead => {
|
|
656
|
+
const transformed = {};
|
|
657
|
+
|
|
658
|
+
for (const fieldMap of mapping.mappings) {
|
|
659
|
+
if (fieldMap.required && !lead[fieldMap.d1_field]) {
|
|
660
|
+
throw new Error(`Campo obrigatório faltando: ${fieldMap.d1_field}`);
|
|
661
|
+
}
|
|
662
|
+
|
|
663
|
+
transformed[fieldMap.crm_field] = fieldMap.transform
|
|
664
|
+
? fieldMap.transform(lead[fieldMap.d1_field])
|
|
665
|
+
: lead[fieldMap.d1_field];
|
|
666
|
+
}
|
|
667
|
+
|
|
668
|
+
return transformed;
|
|
669
|
+
});
|
|
670
|
+
|
|
671
|
+
// Enviar para CRM
|
|
672
|
+
const response = await fetch(ACTIVE_CRM.endpoints.contacts, {
|
|
673
|
+
method: 'POST',
|
|
674
|
+
headers: {
|
|
675
|
+
'Authorization': `Bearer ${getCRMToken()}`,
|
|
676
|
+
'Content-Type': 'application/json'
|
|
677
|
+
},
|
|
678
|
+
body: JSON.stringify(crmPayload)
|
|
679
|
+
});
|
|
680
|
+
|
|
681
|
+
if (!response.ok) {
|
|
682
|
+
throw new Error(`CRM API Error: ${response.status} - ${await response.text()}`);
|
|
683
|
+
}
|
|
684
|
+
|
|
685
|
+
const result = await response.json();
|
|
686
|
+
|
|
687
|
+
return {
|
|
688
|
+
successful: result.created || result.success || 0,
|
|
689
|
+
failed: leadsBatch.length - (result.created || result.success || 0),
|
|
690
|
+
successful_ids: result.ids || result.success_ids || []
|
|
691
|
+
};
|
|
692
|
+
}
|
|
693
|
+
|
|
694
|
+
async function markLeadAsSynced(leadId) {
|
|
695
|
+
await DB.prepare(`
|
|
696
|
+
UPDATE leads SET crm_synced = 1, crm_synced_at = datetime('now')
|
|
697
|
+
WHERE id = ?
|
|
698
|
+
`).bind(leadId).run();
|
|
699
|
+
}
|
|
700
|
+
```
|
|
701
|
+
|
|
702
|
+
### 3.2 Sync de Compras (Batch)
|
|
703
|
+
|
|
704
|
+
```javascript
|
|
705
|
+
// Sincronizar compras do D1 para CRM em batch
|
|
706
|
+
export async function syncPurchasesToCRM(hours = 24, batchSize = 20) {
|
|
707
|
+
const purchases = await DB.prepare(`
|
|
708
|
+
SELECT p.*, l.email
|
|
709
|
+
FROM purchases p
|
|
710
|
+
LEFT JOIN leads l ON p.lead_id = l.id
|
|
711
|
+
WHERE p.created_at > datetime('now', '-${hours} hours')
|
|
712
|
+
ORDER BY p.created_at DESC
|
|
713
|
+
`).all();
|
|
714
|
+
|
|
715
|
+
console.log(`Encontrados ${purchases.length} compras para sincronizar`);
|
|
716
|
+
|
|
717
|
+
let synced = 0;
|
|
718
|
+
let failed = 0;
|
|
719
|
+
const errors = [];
|
|
720
|
+
|
|
721
|
+
for (let i = 0; i < purchases.length; i += batchSize) {
|
|
722
|
+
const batch = purchases.slice(i, i + batchSize);
|
|
723
|
+
|
|
724
|
+
try {
|
|
725
|
+
const result = await sendPurchasesBatchToCRM(batch);
|
|
726
|
+
synced += result.successful;
|
|
727
|
+
failed += result.failed;
|
|
728
|
+
|
|
729
|
+
// Marcar compras como sync'ed no D1
|
|
730
|
+
for (const purchase of batch) {
|
|
731
|
+
if (result.successful_ids.includes(purchase.id)) {
|
|
732
|
+
await markPurchaseAsSynced(purchase.id);
|
|
733
|
+
}
|
|
734
|
+
}
|
|
735
|
+
|
|
736
|
+
// Rate limiting
|
|
737
|
+
await sleep(1000);
|
|
738
|
+
|
|
739
|
+
} catch (error) {
|
|
740
|
+
errors.push({ batch_start: i, error: error.message });
|
|
741
|
+
failed += batch.length;
|
|
742
|
+
}
|
|
743
|
+
}
|
|
744
|
+
|
|
745
|
+
return {
|
|
746
|
+
total_purchases: purchases.length,
|
|
747
|
+
synced,
|
|
748
|
+
failed,
|
|
749
|
+
errors,
|
|
750
|
+
timestamp: new Date().toISOString()
|
|
751
|
+
};
|
|
752
|
+
}
|
|
753
|
+
|
|
754
|
+
async function sendPurchasesBatchToCRM(purchasesBatch) {
|
|
755
|
+
const mapping = PURCHASE_FIELD_MAPPINGS[ACTIVE_CRM.type];
|
|
756
|
+
const crmPayload = purchasesBatch.map(purchase => {
|
|
757
|
+
const transformed = {};
|
|
758
|
+
|
|
759
|
+
for (const fieldMap of mapping.mappings) {
|
|
760
|
+
if (fieldMap.required && !purchase[fieldMap.d1_field]) {
|
|
761
|
+
throw new Error(`Campo obrigatório faltando: ${fieldMap.d1_field}`);
|
|
762
|
+
}
|
|
763
|
+
|
|
764
|
+
transformed[fieldMap.crm_field] = fieldMap.transform
|
|
765
|
+
? fieldMap.transform(purchase[fieldMap.d1_field])
|
|
766
|
+
: purchase[fieldMap.d1_field];
|
|
767
|
+
}
|
|
768
|
+
|
|
769
|
+
return transformed;
|
|
770
|
+
});
|
|
771
|
+
|
|
772
|
+
// Enviar para CRM
|
|
773
|
+
const response = await fetch(ACTIVE_CRM.endpoints.deals || ACTIVE_CRM.endpoints.contacts, {
|
|
774
|
+
method: 'POST',
|
|
775
|
+
headers: {
|
|
776
|
+
'Authorization': `Bearer ${getCRMToken()}`,
|
|
777
|
+
'Content-Type': 'application/json'
|
|
778
|
+
},
|
|
779
|
+
body: JSON.stringify(crmPayload)
|
|
780
|
+
});
|
|
781
|
+
|
|
782
|
+
if (!response.ok) {
|
|
783
|
+
throw new Error(`CRM API Error: ${response.status} - ${await response.text()}`);
|
|
784
|
+
}
|
|
785
|
+
|
|
786
|
+
const result = await response.json();
|
|
787
|
+
|
|
788
|
+
return {
|
|
789
|
+
successful: result.created || result.success || 0,
|
|
790
|
+
failed: purchasesBatch.length - (result.created || result.success || 0),
|
|
791
|
+
successful_ids: result.ids || result.success_ids || []
|
|
792
|
+
};
|
|
793
|
+
}
|
|
794
|
+
|
|
795
|
+
async function markPurchaseAsSynced(purchaseId) {
|
|
796
|
+
await DB.prepare(`
|
|
797
|
+
UPDATE purchases SET crm_synced = 1, crm_synced_at = datetime('now')
|
|
798
|
+
WHERE id = ?
|
|
799
|
+
`).bind(purchaseId).run();
|
|
800
|
+
}
|
|
801
|
+
```
|
|
802
|
+
|
|
803
|
+
---
|
|
804
|
+
|
|
805
|
+
## 📊 PASSO 4 — WEBHOOKS DO CRM → D1
|
|
806
|
+
|
|
807
|
+
### 4.1 Webhook Endpoint para Atualizações do CRM
|
|
808
|
+
|
|
809
|
+
```javascript
|
|
810
|
+
// Endpoint para receber webhooks do CRM
|
|
811
|
+
export async function handleCRMWebhook(request, env) {
|
|
812
|
+
const payload = await request.json();
|
|
813
|
+
const crmType = request.headers.get('X-CRM-Type') || ACTIVE_CRM.type;
|
|
814
|
+
const signature = request.headers.get('X-Webhook-Signature');
|
|
815
|
+
|
|
816
|
+
// Validar assinatura do webhook (se aplicável)
|
|
817
|
+
if (!validateWebhookSignature(payload, signature, crmType)) {
|
|
818
|
+
return new Response('Invalid signature', { status: 401 });
|
|
819
|
+
}
|
|
820
|
+
|
|
821
|
+
// Processar diferentes tipos de eventos do CRM
|
|
822
|
+
try {
|
|
823
|
+
switch (payload.event_type) {
|
|
824
|
+
case 'lead_stage_updated':
|
|
825
|
+
await updateLeadStageFromCRM(payload);
|
|
826
|
+
break;
|
|
827
|
+
|
|
828
|
+
case 'deal_closed':
|
|
829
|
+
await updateDealStatusFromCRM(payload);
|
|
830
|
+
break;
|
|
831
|
+
|
|
832
|
+
case 'lead_score_updated':
|
|
833
|
+
await updateLeadScoreFromCRM(payload);
|
|
834
|
+
break;
|
|
835
|
+
|
|
836
|
+
default:
|
|
837
|
+
console.warn(`Tipo de evento desconhecido: ${payload.event_type}`);
|
|
838
|
+
}
|
|
839
|
+
|
|
840
|
+
return new Response(JSON.stringify({ success: true }), { status: 200 });
|
|
841
|
+
|
|
842
|
+
} catch (error) {
|
|
843
|
+
console.error('Erro ao processar webhook do CRM:', error);
|
|
844
|
+
return new Response(JSON.stringify({ success: false, error: error.message }), { status: 500 });
|
|
845
|
+
}
|
|
846
|
+
}
|
|
847
|
+
|
|
848
|
+
async function updateLeadStageFromCRM(payload) {
|
|
849
|
+
await DB.prepare(`
|
|
850
|
+
UPDATE leads SET crm_stage = ?, crm_stage_updated_at = datetime('now')
|
|
851
|
+
WHERE email = ?
|
|
852
|
+
`).bind(payload.stage, payload.email).run();
|
|
853
|
+
|
|
854
|
+
console.log(`Stage do lead ${payload.email} atualizado para: ${payload.stage}`);
|
|
855
|
+
}
|
|
856
|
+
|
|
857
|
+
async function updateDealStatusFromCRM(payload) {
|
|
858
|
+
await DB.prepare(`
|
|
859
|
+
UPDATE purchases SET crm_deal_status = ?, crm_deal_status_updated_at = datetime('now')
|
|
860
|
+
WHERE transaction_id = ?
|
|
861
|
+
`).bind(payload.status, payload.transaction_id).run();
|
|
862
|
+
|
|
863
|
+
console.log(`Status da compra ${payload.transaction_id} atualizado para: ${payload.status}`);
|
|
864
|
+
}
|
|
865
|
+
|
|
866
|
+
async function updateLeadScoreFromCRM(payload) {
|
|
867
|
+
await DB.prepare(`
|
|
868
|
+
UPDATE leads SET lead_score = ?, lead_score_updated_at = datetime('now')
|
|
869
|
+
WHERE email = ?
|
|
870
|
+
`).bind(payload.lead_score, payload.email).run();
|
|
871
|
+
|
|
872
|
+
console.log(`Score do lead ${payload.email} atualizado para: ${payload.lead_score}`);
|
|
873
|
+
}
|
|
874
|
+
|
|
875
|
+
function validateWebhookSignature(payload, signature, crmType) {
|
|
876
|
+
if (!signature) return true; // Webhooks sem assinatura são permitidos
|
|
877
|
+
|
|
878
|
+
const secret = env[`${crmType.toUpperCase()}_WEBHOOK_SECRET`];
|
|
879
|
+
if (!secret) return false;
|
|
880
|
+
|
|
881
|
+
const expectedSignature = computeHMACSHA256(JSON.stringify(payload), secret);
|
|
882
|
+
return expectedSignature === signature;
|
|
883
|
+
}
|
|
884
|
+
```
|
|
885
|
+
|
|
886
|
+
---
|
|
887
|
+
|
|
888
|
+
## 📊 PASSO 5 — CONFIGURAÇÃO DE SINCRONIZAÇÃO
|
|
889
|
+
|
|
890
|
+
### 5.1 Schedule Config (Batch vs Real-time)
|
|
891
|
+
|
|
892
|
+
```javascript
|
|
893
|
+
// Configuração de como a sincronização deve funcionar
|
|
894
|
+
export const SYNC_CONFIG = {
|
|
895
|
+
mode: 'BATCH', // ou 'REAL-TIME'
|
|
896
|
+
|
|
897
|
+
batch: {
|
|
898
|
+
enabled: true,
|
|
899
|
+
schedule: '0 */15 * * *', // A cada 15 minutos
|
|
900
|
+
lead_batch_size: 50,
|
|
901
|
+
purchase_batch_size: 20
|
|
902
|
+
},
|
|
903
|
+
|
|
904
|
+
realtime: {
|
|
905
|
+
enabled: false,
|
|
906
|
+
webhook_endpoint: '/api/crm-webhook',
|
|
907
|
+
debounce_ms: 5000 // 5 segundos para agrupar eventos
|
|
908
|
+
},
|
|
909
|
+
|
|
910
|
+
priority: {
|
|
911
|
+
leads: 'HIGH', // Leads são prioridade alta
|
|
912
|
+
purchases: 'CRITICAL' // Compras são prioridade crítica
|
|
913
|
+
},
|
|
914
|
+
|
|
915
|
+
retry: {
|
|
916
|
+
max_attempts: 3,
|
|
917
|
+
backoff_ms: 5000, // 5 segundos entre tentativas
|
|
918
|
+
exponential_backoff: true
|
|
919
|
+
}
|
|
920
|
+
};
|
|
921
|
+
|
|
922
|
+
// Configuração específica por CRM
|
|
923
|
+
export const CRM_SPECIFIC_CONFIG = {
|
|
924
|
+
HUBSPOT: {
|
|
925
|
+
sync_mode: 'BATCH',
|
|
926
|
+
realtime_webhook: false,
|
|
927
|
+
recommended: 'BATCH (HubSpot tem rate limit alto)'
|
|
928
|
+
},
|
|
929
|
+
|
|
930
|
+
SALESFORCE: {
|
|
931
|
+
sync_mode: 'BATCH',
|
|
932
|
+
realtime_webhook: false,
|
|
933
|
+
recommended: 'BATCH (Salesforce API é pesada)'
|
|
934
|
+
},
|
|
935
|
+
|
|
936
|
+
PIPEDRIVE: {
|
|
937
|
+
sync_mode: 'BATCH',
|
|
938
|
+
realtime_webhook: false,
|
|
939
|
+
recommended: 'BATCH (Pipedrive tem limit de 100 req/hora)'
|
|
940
|
+
},
|
|
941
|
+
|
|
942
|
+
RD_STATION: {
|
|
943
|
+
sync_mode: 'REAL-TIME',
|
|
944
|
+
realtime_webhook: true,
|
|
945
|
+
recommended: 'REAL-TIME (RD Station tem bom webhook)'
|
|
946
|
+
}
|
|
947
|
+
};
|
|
948
|
+
```
|
|
949
|
+
|
|
950
|
+
---
|
|
951
|
+
|
|
952
|
+
## 🎯 FORMATO DE SAÍDA
|
|
953
|
+
|
|
954
|
+
### DELIVERABLE 1: `crm-webhook-handlers.js`
|
|
955
|
+
|
|
956
|
+
```javascript
|
|
957
|
+
// Funções para Cloudflare Worker - Webhooks do CRM
|
|
958
|
+
import { validateWebhookSignature, updateLeadStageFromCRM, updateDealStatusFromCRM, updateLeadScoreFromCRM } from './crm-sync.js';
|
|
959
|
+
|
|
960
|
+
export const CRM_WEBHOOK_HANDLERS = {
|
|
961
|
+
'/api/crm-webhook': handleCRMWebhook
|
|
962
|
+
};
|
|
963
|
+
|
|
964
|
+
// Registrar webhook no Master Orchestrator
|
|
965
|
+
export async function registerCRMWebhooks(crmType, webhookUrl) {
|
|
966
|
+
const config = {
|
|
967
|
+
webhook_url: webhookUrl,
|
|
968
|
+
crm_type: crmType,
|
|
969
|
+
events: ['lead_stage_updated', 'deal_closed', 'lead_score_updated'],
|
|
970
|
+
signature_enabled: crmType !== 'CUSTOM_WEBHOOK'
|
|
971
|
+
};
|
|
972
|
+
|
|
973
|
+
// Salvar configuração no D1
|
|
974
|
+
await DB.prepare(`
|
|
975
|
+
INSERT INTO crm_webhook_config (webhook_url, crm_type, events, signature_enabled)
|
|
976
|
+
VALUES (?, ?, ?, ?)
|
|
977
|
+
`).bind(
|
|
978
|
+
config.webhook_url,
|
|
979
|
+
config.crm_type,
|
|
980
|
+
JSON.stringify(config.events),
|
|
981
|
+
config.signature_enabled
|
|
982
|
+
).run();
|
|
983
|
+
|
|
984
|
+
console.log(`Webhook registrado: ${crmType} -> ${webhookUrl}`);
|
|
985
|
+
}
|
|
986
|
+
|
|
987
|
+
// Endpoint de saúde da integração
|
|
988
|
+
export async function handleCRMHealthCheck(request, env) {
|
|
989
|
+
const stats = await DB.prepare(`
|
|
990
|
+
SELECT
|
|
991
|
+
COUNT(*) as total_leads,
|
|
992
|
+
COUNT(CASE WHEN crm_synced = 1 THEN 1 END) as synced_leads,
|
|
993
|
+
COUNT(*) as total_purchases,
|
|
994
|
+
COUNT(CASE WHEN crm_synced = 1 THEN 1 END) as synced_purchases,
|
|
995
|
+
MIN(crm_synced_at) as last_sync_at
|
|
996
|
+
FROM leads, purchases
|
|
997
|
+
`).get();
|
|
998
|
+
|
|
999
|
+
const health = {
|
|
1000
|
+
status: 'healthy',
|
|
1001
|
+
total_leads: stats.total_leads || 0,
|
|
1002
|
+
synced_leads: stats.synced_leads || 0,
|
|
1003
|
+
sync_rate_leads: stats.total_leads > 0
|
|
1004
|
+
? (stats.synced_leads / stats.total_leads * 100).toFixed(2) + '%'
|
|
1005
|
+
: 'N/A',
|
|
1006
|
+
total_purchases: stats.total_purchases || 0,
|
|
1007
|
+
synced_purchases: stats.synced_purchases || 0,
|
|
1008
|
+
sync_rate_purchases: stats.total_purchases > 0
|
|
1009
|
+
? (stats.synced_purchases / stats.total_purchases * 100).toFixed(2) + '%'
|
|
1010
|
+
: 'N/A',
|
|
1011
|
+
last_sync_at: stats.last_sync_at || null,
|
|
1012
|
+
active_crm: ACTIVE_CRM ? ACTIVE_CRM.name : 'Not configured'
|
|
1013
|
+
};
|
|
1014
|
+
|
|
1015
|
+
if ((stats.sync_rate_leads && parseFloat(stats.sync_rate_leads) < 90) ||
|
|
1016
|
+
(stats.sync_rate_purchases && parseFloat(stats.sync_rate_purchases) < 90)) {
|
|
1017
|
+
health.status = 'degraded';
|
|
1018
|
+
}
|
|
1019
|
+
|
|
1020
|
+
return new Response(JSON.stringify(health), {
|
|
1021
|
+
headers: { 'Content-Type': 'application/json' },
|
|
1022
|
+
status: health.status === 'healthy' ? 200 : 503
|
|
1023
|
+
});
|
|
1024
|
+
}
|
|
1025
|
+
```
|
|
1026
|
+
|
|
1027
|
+
### DELIVERABLE 2: `crm-mapping.md`
|
|
1028
|
+
|
|
1029
|
+
```markdown
|
|
1030
|
+
# Mapeamento de Campos — D1 → CRM
|
|
1031
|
+
|
|
1032
|
+
## 📋 Mapeamento de Leads
|
|
1033
|
+
|
|
1034
|
+
### Campos Padrão do D1
|
|
1035
|
+
|
|
1036
|
+
| Campo D1 | Tipo | Descrição |
|
|
1037
|
+
|-----------|------|----------|
|
|
1038
|
+
| id | INTEGER | ID único do lead no D1 |
|
|
1039
|
+
| email | TEXT | E-mail do lead (obrigatório) |
|
|
1040
|
+
| phone | TEXT | Telefone do lead |
|
|
1041
|
+
| name | TEXT | Nome completo do lead |
|
|
1042
|
+
| utm_source | TEXT | Fonte de tráfego (ex: google, facebook, organic) |
|
|
1043
|
+
| utm_campaign | TEXT | Campanha de marketing |
|
|
1044
|
+
| utm_medium | TEXT | Meio de tráfego (ex: cpc, email, social) |
|
|
1045
|
+
| lead_score | INTEGER | Score de qualidade do lead (0-100) |
|
|
1046
|
+
| created_at | TIMESTAMP | Data/hora de criação do lead |
|
|
1047
|
+
| crm_synced | BOOLEAN | Se foi sincronizado com CRM |
|
|
1048
|
+
| crm_synced_at | TIMESTAMP | Data/hora da última sincronização |
|
|
1049
|
+
|
|
1050
|
+
### Mapeamento por CRM
|
|
1051
|
+
|
|
1052
|
+
#### HubSpot
|
|
1053
|
+
|
|
1054
|
+
| D1 Field | HubSpot Field | Transformação | Obrigatório |
|
|
1055
|
+
|-----------|---------------|--------------|-------------|
|
|
1056
|
+
| email | email | lowerCase + trim | ✅ Sim |
|
|
1057
|
+
| phone | phone | Formatar como (DDI) + número | ❌ Não |
|
|
1058
|
+
| name | firstname | Extrair primeiro nome | ✅ Sim |
|
|
1059
|
+
| lastname | lastname | Extrair sobrenome | ✅ Sim |
|
|
1060
|
+
| utm_source | hs_analytics_source | Usar padrão se vazio | ❌ Não |
|
|
1061
|
+
| utm_campaign | hs_analytics_campaign | Usar padrão se vazio | ❌ Não |
|
|
1062
|
+
| utm_medium | hs_analytics_medium | Usar padrão se vazio | ❌ Não |
|
|
1063
|
+
| lead_score | hs_lead_score | Usar padrão se vazio | ❌ Não |
|
|
1064
|
+
| created_at | createdate | ISO 8601 | ✅ Sim |
|
|
1065
|
+
|
|
1066
|
+
#### Salesforce
|
|
1067
|
+
|
|
1068
|
+
| D1 Field | Salesforce Field | Transformação | Obrigatório |
|
|
1069
|
+
|-----------|------------------|--------------|-------------|
|
|
1070
|
+
| email | Email__c | lowerCase + trim | ✅ Sim |
|
|
1071
|
+
| phone | Phone | Formatar como (DDI) + número | ❌ Não |
|
|
1072
|
+
| name | FirstName | Extrair primeiro nome | ✅ Sim |
|
|
1073
|
+
| lastname | LastName | Extrair sobrenome | ✅ Sim |
|
|
1074
|
+
| utm_source | LeadSource | Valor padrão: 'CDP Edge' | ✅ Sim |
|
|
1075
|
+
| utm_campaign | Campaign__c | Usar padrão se vazio | ❌ Não |
|
|
1076
|
+
| lead_score | Lead_Score__c | Usar padrão se vazio | ❌ Não |
|
|
1077
|
+
| created_at | CreatedDate | ISO 8601 | ✅ Sim |
|
|
1078
|
+
|
|
1079
|
+
---
|
|
1080
|
+
|
|
1081
|
+
## 📋 Mapeamento de Compras
|
|
1082
|
+
|
|
1083
|
+
### Campos Padrão do D1
|
|
1084
|
+
|
|
1085
|
+
| Campo D1 | Tipo | Descrição |
|
|
1086
|
+
|-----------|------|----------|
|
|
1087
|
+
| id | INTEGER | ID único da compra no D1 |
|
|
1088
|
+
| transaction_id | TEXT | ID único da transação |
|
|
1089
|
+
| email | TEXT | E-mail associado à compra |
|
|
1090
|
+
| value | REAL | Valor da compra (decimal) |
|
|
1091
|
+
| currency | TEXT | Moeda (ex: BRL, USD) |
|
|
1092
|
+
| content_name | TEXT | Nome do produto/offer |
|
|
1093
|
+
| created_at | TIMESTAMP | Data/hora da compra |
|
|
1094
|
+
| crm_synced | BOOLEAN | Se foi sincronizado com CRM |
|
|
1095
|
+
| crm_synced_at | TIMESTAMP | Data/hora da última sincronização |
|
|
1096
|
+
|
|
1097
|
+
### Mapeamento por CRM
|
|
1098
|
+
|
|
1099
|
+
#### HubSpot
|
|
1100
|
+
|
|
1101
|
+
| D1 Field | HubSpot Field | Transformação | Obrigatório |
|
|
1102
|
+
|-----------|---------------|--------------|-------------|
|
|
1103
|
+
| email | email | lowerCase + trim | ✅ Sim |
|
|
1104
|
+
| transaction_id | deal_id | Prefixar 'CDP_' | ✅ Sim |
|
|
1105
|
+
| value | amount | Formatar 2 decimais | ✅ Sim |
|
|
1106
|
+
| currency | currency | Usar padrão: 'BRL' | ❌ Não |
|
|
1107
|
+
| content_name | dealname | Valor padrão: 'Purchase from Website' | ❌ Não |
|
|
1108
|
+
| created_at | closedate | ISO 8601 | ✅ Sim |
|
|
1109
|
+
| lead_id | (associations) | Referência ao lead | ❌ Não |
|
|
1110
|
+
|
|
1111
|
+
#### Salesforce
|
|
1112
|
+
|
|
1113
|
+
| D1 Field | Salesforce Field | Transformação | Obrigatório |
|
|
1114
|
+
|-----------|------------------|--------------|-------------|
|
|
1115
|
+
| email | Email__c | lowerCase + trim | ✅ Sim |
|
|
1116
|
+
| transaction_id | Name | Prefixar 'CDP_Purchase_' | ✅ Sim |
|
|
1117
|
+
| value | Amount__c | Formatar 2 decimais | ✅ Sim |
|
|
1118
|
+
| currency | CurrencyIsoCode__c | Usar padrão: 'BRL' | ❌ Não |
|
|
1119
|
+
| created_at | CloseDate | ISO 8601 | ✅ Sim |
|
|
1120
|
+
| lead_id | LeadId__c | Referência ao lead | ❌ Não |
|
|
1121
|
+
|
|
1122
|
+
---
|
|
1123
|
+
|
|
1124
|
+
> 📋 **Sua Função:** Definir mapeamento completo e preciso de campos entre D1 e CRMs suportados (HubSpot, Salesforce, Pipedrive, RD Station, Custom), com transformações de dados, validações de campos obrigatórios e documentação de todos os campos.
|
|
1125
|
+
```
|
|
1126
|
+
|
|
1127
|
+
### DELIVERABLE 3: `sync-schedule.md`
|
|
1128
|
+
|
|
1129
|
+
```markdown
|
|
1130
|
+
# Configuração de Sincronização — CRM Integration Agent
|
|
1131
|
+
|
|
1132
|
+
## ⚙️ CONFIGURAÇÃO GERAL
|
|
1133
|
+
|
|
1134
|
+
```yaml
|
|
1135
|
+
sync:
|
|
1136
|
+
mode: BATCH # Modo de sincronização: BATCH ou REAL-TIME
|
|
1137
|
+
|
|
1138
|
+
batch:
|
|
1139
|
+
enabled: true
|
|
1140
|
+
schedule: "0 */15 * * *" # Cron: A cada 15 minutos
|
|
1141
|
+
lead_batch_size: 50 # Tamanho do batch de leads
|
|
1142
|
+
purchase_batch_size: 20 # Tamanho do batch de compras
|
|
1143
|
+
|
|
1144
|
+
realtime:
|
|
1145
|
+
enabled: false
|
|
1146
|
+
webhook_endpoint: "/api/crm-webhook"
|
|
1147
|
+
debounce_ms: 5000 # Agrupar eventos em 5 segundos
|
|
1148
|
+
|
|
1149
|
+
priority:
|
|
1150
|
+
leads: HIGH # Prioridade de sync de leads
|
|
1151
|
+
purchases: CRITICAL # Prioridade de sync de compras
|
|
1152
|
+
|
|
1153
|
+
retry:
|
|
1154
|
+
max_attempts: 3
|
|
1155
|
+
backoff_ms: 5000 # 5 segundos entre tentativas
|
|
1156
|
+
exponential_backoff: true # Backoff exponencial habilitado
|
|
1157
|
+
|
|
1158
|
+
monitoring:
|
|
1159
|
+
log_sync_operations: true
|
|
1160
|
+
alert_on_failure_rate_gt_10_percent: true
|
|
1161
|
+
alert_on_last_sync_hours_ago_gt_2: true
|
|
1162
|
+
|
|
1163
|
+
crm_specific:
|
|
1164
|
+
HUBSPOT:
|
|
1165
|
+
sync_mode: BATCH
|
|
1166
|
+
realtime_webhook: false
|
|
1167
|
+
recommended: "BATCH (HubSpot tem rate limit alto)"
|
|
1168
|
+
rate_limit_buffer: 100 # Buffer de 100 reqs para evitar 429
|
|
1169
|
+
|
|
1170
|
+
SALESFORCE:
|
|
1171
|
+
sync_mode: BATCH
|
|
1172
|
+
realtime_webhook: false
|
|
1173
|
+
recommended: "BATCH (Salesforce API é pesada)"
|
|
1174
|
+
batch_size_adjustment: 0.8 # 80% do batch size padrão
|
|
1175
|
+
|
|
1176
|
+
PIPEDRIVE:
|
|
1177
|
+
sync_mode: BATCH
|
|
1178
|
+
realtime_webhook: false
|
|
1179
|
+
recommended: "BATCH (Pipedrive tem limit de 100 req/hora)"
|
|
1180
|
+
rate_limit_check: true # Verificar limites antes de enviar
|
|
1181
|
+
|
|
1182
|
+
RD_STATION:
|
|
1183
|
+
sync_mode: REAL-TIME
|
|
1184
|
+
realtime_webhook: true
|
|
1185
|
+
recommended: "REAL-TIME (RD Station tem bom webhook)"
|
|
1186
|
+
webhook_signature_required: false # RD não usa assinatura
|
|
1187
|
+
```
|
|
1188
|
+
|
|
1189
|
+
## 📅 SCHEDULES RECOMENDADAS POR CRM
|
|
1190
|
+
|
|
1191
|
+
### HubSpot
|
|
1192
|
+
|
|
1193
|
+
```yaml
|
|
1194
|
+
schedule: "0 */15 * * *" # A cada 15 minutos
|
|
1195
|
+
|
|
1196
|
+
batch_config:
|
|
1197
|
+
leads: 50 # 50 leads por batch
|
|
1198
|
+
purchases: 20 # 20 purchases por batch
|
|
1199
|
+
|
|
1200
|
+
rate_limit_handling:
|
|
1201
|
+
check_before_send: true
|
|
1202
|
+
pause_on_429: true
|
|
1203
|
+
pause_duration_ms: 60000 # Pausar por 1 minuto se 429
|
|
1204
|
+
warn_at_80_percent: true # Avisar ao atingir 80% do limite
|
|
1205
|
+
```
|
|
1206
|
+
|
|
1207
|
+
### Salesforce
|
|
1208
|
+
|
|
1209
|
+
```yaml
|
|
1210
|
+
schedule: "0 */20 * * *" # A cada 20 minutos
|
|
1211
|
+
|
|
1212
|
+
batch_config:
|
|
1213
|
+
leads: 40 # 40 leads por batch (reduzido)
|
|
1214
|
+
purchases: 10 # 10 purchases por batch
|
|
1215
|
+
|
|
1216
|
+
rate_limit_handling:
|
|
1217
|
+
check_before_send: true
|
|
1218
|
+
pause_on_429: true
|
|
1219
|
+
pause_duration_ms: 120000 # Pausar por 2 minutos se 429
|
|
1220
|
+
```
|
|
1221
|
+
|
|
1222
|
+
### Pipedrive
|
|
1223
|
+
|
|
1224
|
+
```yaml
|
|
1225
|
+
schedule: "0 */10 * * *" # A cada 10 minutos
|
|
1226
|
+
|
|
1227
|
+
batch_config:
|
|
1228
|
+
leads: 30 # 30 leads por batch (reduzido para 100 req/hora)
|
|
1229
|
+
purchases: 5 # 5 purchases por batch
|
|
1230
|
+
|
|
1231
|
+
rate_limit_handling:
|
|
1232
|
+
rate_limit_enforcement: true # Enforçar 100 req/hora máximo
|
|
1233
|
+
dynamic_batch_size: true # Ajustar tamanho dinamicamente
|
|
1234
|
+
```
|
|
1235
|
+
|
|
1236
|
+
### RD Station
|
|
1237
|
+
|
|
1238
|
+
```yaml
|
|
1239
|
+
schedule: "REAL-TIME" # Webhook em tempo real
|
|
1240
|
+
|
|
1241
|
+
webhook_config:
|
|
1242
|
+
endpoint: "/api/crm-webhook"
|
|
1243
|
+
debounce_ms: 3000 # 3 segundos para agrupar eventos
|
|
1244
|
+
signature_validation: false # RD não usa assinatura
|
|
1245
|
+
|
|
1246
|
+
event_aggregation:
|
|
1247
|
+
lead_updates: true
|
|
1248
|
+
deal_updates: true
|
|
1249
|
+
score_updates: true
|
|
1250
|
+
```
|
|
1251
|
+
|
|
1252
|
+
---
|
|
1253
|
+
|
|
1254
|
+
## 🚨 ALERTAS E NOTIFICAÇÕES
|
|
1255
|
+
|
|
1256
|
+
### Tipos de Alertas
|
|
1257
|
+
|
|
1258
|
+
1. **Sync Failure Rate > 10%**
|
|
1259
|
+
- Condição: Taxa de falha > 10% nas últimas 2 horas
|
|
1260
|
+
- Severidade: HIGH
|
|
1261
|
+
- Ação: Investigar CRM, verificar autenticação
|
|
1262
|
+
- Notificação: WhatsApp + Email
|
|
1263
|
+
|
|
1264
|
+
2. **Last Sync > 2 Horas**
|
|
1265
|
+
- Condição: Última sincronização > 2 horas atrás
|
|
1266
|
+
- Severidade: MEDIUM
|
|
1267
|
+
- Ação: Verificar se worker está rodando, investigar logs
|
|
1268
|
+
- Notificação: Email
|
|
1269
|
+
|
|
1270
|
+
3. **CRM Rate Limit (429)**
|
|
1271
|
+
- Condição: Recebendo múltiplos 429 em sequência
|
|
1272
|
+
- Severidade: HIGH
|
|
1273
|
+
- Ação: Aumentar intervalo de sync, verificar rate limits
|
|
1274
|
+
- Notificação: WhatsApp
|
|
1275
|
+
|
|
1276
|
+
4. **Sync Data Mismatch**
|
|
1277
|
+
- Condição: Campos obrigatórios mapeados incorretamente
|
|
1278
|
+
- Severidade: CRITICAL
|
|
1279
|
+
- Ação: Corrigir mapeamento imediatamente
|
|
1280
|
+
- Notificação: WhatsApp + Email
|
|
1281
|
+
|
|
1282
|
+
---
|
|
1283
|
+
|
|
1284
|
+
## 📊 MÉTRICAS DE SAÚDE DA INTEGRAÇÃO
|
|
1285
|
+
|
|
1286
|
+
### Métricas a Monitorar
|
|
1287
|
+
|
|
1288
|
+
```yaml
|
|
1289
|
+
integration_health_metrics:
|
|
1290
|
+
sync_rate_leads:
|
|
1291
|
+
description: "Taxa de leads sincronizados"
|
|
1292
|
+
threshold: "> 95%"
|
|
1293
|
+
alert_severity: "MEDIUM"
|
|
1294
|
+
|
|
1295
|
+
sync_rate_purchases:
|
|
1296
|
+
description: "Taxa de purchases sincronizados"
|
|
1297
|
+
threshold: "> 95%"
|
|
1298
|
+
alert_severity: "MEDIUM"
|
|
1299
|
+
|
|
1300
|
+
avg_sync_duration:
|
|
1301
|
+
description: "Duração média da sincronização"
|
|
1302
|
+
threshold: "< 5 minutos"
|
|
1303
|
+
alert_severity: "INFO"
|
|
1304
|
+
|
|
1305
|
+
error_rate_by_crm:
|
|
1306
|
+
description: "Taxa de erro por CRM"
|
|
1307
|
+
threshold: "< 5%"
|
|
1308
|
+
alert_severity: "HIGH"
|
|
1309
|
+
|
|
1310
|
+
last_successful_sync:
|
|
1311
|
+
description: "Última sincronização bem-sucedida"
|
|
1312
|
+
threshold: "< 30 minutos atrás"
|
|
1313
|
+
alert_severity: "WARNING"
|
|
1314
|
+
|
|
1315
|
+
webhook_latency:
|
|
1316
|
+
description: "Latência de resposta do webhook"
|
|
1317
|
+
threshold: "< 1000ms"
|
|
1318
|
+
alert_severity: "INFO"
|
|
1319
|
+
```
|
|
1320
|
+
|
|
1321
|
+
---
|
|
1322
|
+
|
|
1323
|
+
> 📋 **Sua Função:** Configurar sincronização bidirecional entre D1 e CRMs (HubSpot, Salesforce, Pipedrive, RD Station, Custom), com suporte a batch e real-time, mapeamento de campos inteligente, webhooks, schedules otimizados por CRM e sistema de alertas para garantir que dados fluam automaticamente entre tracking e sistemas de venda.
|
|
1324
|
+
```
|
|
1325
|
+
|
|
1326
|
+
---
|
|
1327
|
+
|
|
1328
|
+
## 🔧 INTEGRAÇÃO COM OUTROS AGENTES
|
|
1329
|
+
|
|
1330
|
+
### Fontes de Dados
|
|
1331
|
+
|
|
1332
|
+
1. **D1 Database** — Leads, purchases, journey events
|
|
1333
|
+
2. **Server Tracking Agent** — Eventos de tracking recebidos
|
|
1334
|
+
3. **Memory Agent** — Configurações de CRM e estados de sync
|
|
1335
|
+
4. **Debug Agent** — Logs de operações de sync e erros
|
|
1336
|
+
|
|
1337
|
+
### Destino de Output
|
|
1338
|
+
|
|
1339
|
+
- **Dashboard Agent** — Recebe especificação de dashboard de CRM (leads sync, purchases sync, health)
|
|
1340
|
+
- **WhatsApp Agent** — Recebe configuração de alertas (sync failures, rate limits)
|
|
1341
|
+
- **Email Agent** — Recebe configuração de relatórios de sync diários
|
|
1342
|
+
- **Performance Agent** — Recebe métricas de performance da integração
|
|
1343
|
+
|
|
1344
|
+
---
|
|
1345
|
+
|
|
1346
|
+
## 📊 CHECKLIST DE IMPLEMENTAÇÃO
|
|
1347
|
+
|
|
1348
|
+
### Definição de CRM
|
|
1349
|
+
|
|
1350
|
+
- [ ] Tipos de CRM suportados definidos (HubSpot, Salesforce, Pipedrive, RD Station, Custom)
|
|
1351
|
+
- [ ] Configurações de cada CRM documentadas (endpoints, auth, rate limits)
|
|
1352
|
+
- [ ] Sistema de configuração dinâmica implementado
|
|
1353
|
+
|
|
1354
|
+
### Mapeamento de Campos
|
|
1355
|
+
|
|
1356
|
+
- [ ] Schema de D1 definido (leads, purchases)
|
|
1357
|
+
- [ ] Mapeamento de leads por CRM completo
|
|
1358
|
+
- [ ] Mapeamento de purchases por CRM completo
|
|
1359
|
+
- [ ] Transformações de dados implementadas
|
|
1360
|
+
- [ ] Validações de campos obrigatórios
|
|
1361
|
+
|
|
1362
|
+
### Sincronização D1 → CRM
|
|
1363
|
+
|
|
1364
|
+
- [ ] Sync de leads em batch implementado
|
|
1365
|
+
- [ ] Sync de purchases em batch implementado
|
|
1366
|
+
- [ ] Marcação de sync'ed no D1 implementada
|
|
1367
|
+
- [ ] Rate limiting implementado
|
|
1368
|
+
- [ ] Retry com backoff exponencial implementado
|
|
1369
|
+
|
|
1370
|
+
### Webhooks CRM → D1
|
|
1371
|
+
|
|
1372
|
+
- [ ] Endpoint de webhook implementado
|
|
1373
|
+
- [ ] Validação de assinatura implementada
|
|
1374
|
+
- [ ] Processamento de eventos de CRM implementado
|
|
1375
|
+
- [ ] Atualização de leads/purchases no D1 implementada
|
|
1376
|
+
|
|
1377
|
+
### Scheduling
|
|
1378
|
+
|
|
1379
|
+
- [ ] Schedule de batch configurado
|
|
1380
|
+
- [ ] Schedule de real-time configurado
|
|
1381
|
+
- [ ] Schedules específicos por CRM definidos
|
|
1382
|
+
- [ ] Integração com cron triggers implementada
|
|
1383
|
+
|
|
1384
|
+
### Monitoramento
|
|
1385
|
+
|
|
1386
|
+
- [ ] Métricas de saúde da integração definidas
|
|
1387
|
+
- [ ] Sistema de alertas implementado
|
|
1388
|
+
- [ ] Integração com Dashboard Agent implementada
|
|
1389
|
+
- [ ] Integração com WhatsApp Agent implementada
|
|
1390
|
+
- [ ] Integração com Email Agent implementada
|
|
1391
|
+
|
|
1392
|
+
---
|
|
1393
|
+
|
|
1394
|
+
## 🎯 BENEFÍCIOS ESPERADOS
|
|
1395
|
+
|
|
1396
|
+
1. **Sincronização automática** — Leads e compras fluam automaticamente para o CRM
|
|
1397
|
+
2. **Bidirecionalidade** — Atualizações do CRM refletem no D1 e vice-versa
|
|
1398
|
+
3. **Suporte múltiplos CRMs** — HubSpot, Salesforce, Pipedrive, RD Station, Custom
|
|
1399
|
+
4. **Mapeamento inteligente** — Transformações automáticas de dados
|
|
1400
|
+
5. **Flexibilidade** — Batch ou real-time, configurável por CRM
|
|
1401
|
+
6. **Monitoramento completo** — Métricas de saúde da integração
|
|
1402
|
+
7. **Rate limiting inteligente** — Evita 429 e otimiza throughput
|
|
1403
|
+
8. **Webhooks robustos** — Recebimento de atualizações do CRM em tempo real
|
|
1404
|
+
|
|
1405
|
+
---
|
|
1406
|
+
|
|
1407
|
+
> 📋 **Sua Função:** Criar conexão automática e bidirecional entre banco de dados D1 do CDP Edge e sistemas CRM externos, sincronizando leads, compras e jornada do cliente em tempo real ou batch, com mapeamento inteligente de campos, webhooks robustos, schedules otimizados por CRM e monitoramento completo da saúde da integração.
|
|
1408
|
+
```
|
|
1409
|
+
|
|
1410
|
+
---
|
|
1411
|
+
|
|
1412
|
+
## 🎯 FORMATO DE SAÍDA
|
|
1413
|
+
|
|
1414
|
+
Retornar os 3 deliverables em formato Markdown.
|
|
1415
|
+
|
|
1416
|
+
O Master Orchestrator deve salvar:
|
|
1417
|
+
- `crm-webhook-handlers.js` — Funções de webhook para Worker
|
|
1418
|
+
- `crm-mapping.md` — Mapeamento completo de campos (D1 → CRM)
|
|
1419
|
+
- `sync-schedule.md` — Configuração de sincronização por CRM
|