%s
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', __('The subdomain part in your URL, before myfreshworks.com (e.g., if URL is https://nasirahmed.myfreshworks.com, enter nasirahmed)', 'advanced-form-integration'), __('Click on your profile picture > Settings > API Settings tab > Copy the CRM API Key (not the chat API)', 'advanced-form-integration') ); ADFOIN_Account_Manager::render_settings_view( 'freshsales', __( 'Freshworks CRM', 'advanced-form-integration' ), $fields, $instructions ); } add_action( 'wp_ajax_adfoin_get_freshsales_credentials', 'adfoin_get_freshsales_credentials', 10, 0 ); /* * Get Freshsales credentials */ function adfoin_get_freshsales_credentials() { if ( ! class_exists( 'ADFOIN_Account_Manager' ) ) { require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php'; } ADFOIN_Account_Manager::ajax_get_credentials_list( 'freshsales' ); } add_action( 'wp_ajax_adfoin_save_freshsales_credentials', 'adfoin_save_freshsales_credentials', 10, 0 ); /* * Save Freshsales credentials */ function adfoin_save_freshsales_credentials() { if ( ! class_exists( 'ADFOIN_Account_Manager' ) ) { require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php'; } ADFOIN_Account_Manager::ajax_save_credentials( 'freshsales', array( 'subdomain', 'apiKey' ) ); } /* * Freshsales Credentials List */ function adfoin_freshsales_get_credentials_list() { $credentials = adfoin_read_credentials( 'freshsales' ); foreach ($credentials as $option) { printf('', esc_attr($option['id']), esc_html($option['title'])); } } add_filter( 'adfoin_get_credentials', 'adfoin_freshsales_modify_credentials', 10, 2 ); /* * Modify credentials for backward compatibility */ function adfoin_freshsales_modify_credentials( $credentials, $platform ) { if ( 'freshsales' == $platform && empty( $credentials ) ) { $api_key = get_option( 'adfoin_freshsales_api_key' ); $subdomain = get_option( 'adfoin_freshsales_subdomain' ); if( $api_key && $subdomain ) { $credentials = array( array( 'id' => 'legacy', 'title' => __( 'Legacy Account', 'advanced-form-integration' ), 'subdomain' => $subdomain, 'apiKey' => $api_key ) ); } } return $credentials; } // Deprecated - kept for backward compatibility add_action( 'admin_post_adfoin_save_freshsales_api_key', 'adfoin_save_freshsales_api_key', 10, 0 ); function adfoin_save_freshsales_api_key() { // Security Check if (! wp_verify_nonce( $_POST['_nonce'], 'adfoin_freshsales_settings' ) ) { die( __( 'Security check Failed', 'advanced-form-integration' ) ); } $api_key = sanitize_text_field( $_POST['adfoin_freshsales_api_key'] ); $subdomain = sanitize_text_field( $_POST['adfoin_freshsales_subdomain'] ); // Save tokens update_option( 'adfoin_freshsales_api_key', $api_key ); update_option( 'adfoin_freshsales_subdomain', $subdomain ); advanced_form_integration_redirect( 'admin.php?page=advanced-form-integration-settings&tab=freshsales' ); } add_action( 'adfoin_add_js_fields', 'adfoin_freshsales_js_fields', 10, 1 ); function adfoin_freshsales_js_fields( $field_data ) {} add_action( 'adfoin_action_fields', 'adfoin_freshsales_action_fields' ); function adfoin_freshsales_action_fields() { ?> $method, 'headers' => array( 'Authorization' => "Token token={$api_key}", 'Content-Type' => 'application/json' ) ); $base_url = "https://{$subdomain}.myfreshworks.com/crm/sales/api/"; $url = $base_url . $endpoint; if( 'POST' == $method || 'PUT' == $method ) { $args['body'] = json_encode( $data ); } $response = wp_remote_request( $url, $args ); if( $record ) { adfoin_add_to_log( $response, $url, $args, $record ); } return $response; } function adfoin_freshsales_if_contact_exists( $email, $cred_id = '' ) { $contact_id = ''; $endpoint = "search?q={$email}&include=contact"; $data = adfoin_freshsales_request( $endpoint, 'GET', array(), array(), $cred_id ); if( is_wp_error( $data ) ) { wp_send_json_error(); } $body = json_decode( wp_remote_retrieve_body( $data ), true ); if( isset( $body[0], $body[0]['id'] ) ) { $contact_id = $body[0]['id']; } return $contact_id; } function adfoin_freshsales_if_account_exists( $name, $cred_id = '' ) { $contact_id = ''; $endpoint = "search?q={$name}&include=sales_account"; $data = adfoin_freshsales_request( $endpoint, 'GET', array(), array(), $cred_id ); if( is_wp_error( $data ) ) { wp_send_json_error(); } $body = json_decode( wp_remote_retrieve_body( $data ), true ); if( isset( $body[0], $body[0]['id'] ) ) { $account_id = $body[0]['id']; } return $account_id; } add_action( 'wp_ajax_adfoin_get_freshsales_account_fields', 'adfoin_get_freshsales_account_fields', 10, 0 ); /* * Get Freshsales Account Fields */ function adfoin_get_freshsales_account_fields() { // Security Check if (! wp_verify_nonce( $_POST['_nonce'], 'advanced-form-integration' ) ) { die( __( 'Security check Failed', 'advanced-form-integration' ) ); } $cred_id = isset( $_POST['credId'] ) ? sanitize_text_field( $_POST['credId'] ) : ''; $ignore_list = array( 'parent_sales_account_id', 'last_contacted', 'last_contacted_mode', 'last_contacted_sales_activity_mode', 'last_contacted_via_sales_activity', 'active_sales_sequences', 'completed_sales_sequences', 'creater_id', 'created_at', 'updater_id', 'updated_at', 'last_assigned_at', 'recent_note' ); $data = adfoin_freshsales_request( 'settings/sales_accounts/fields', 'GET', array(), array(), $cred_id ); if( is_wp_error( $data ) ) { wp_send_json_error(); } $body = json_decode( wp_remote_retrieve_body( $data ) ); $account_fields = array(); foreach( $body->fields as $single ) { $description = ''; if( !in_array( $single->name, $ignore_list ) ) { if( isset( $single->choices ) && !empty( $single->choices ) ) { $parts = array(); foreach( $single->choices as $single_choice ) { $parts[] = $single_choice->value . ': ' . $single_choice->id; } $description = implode( ', ', $parts ); } array_push( $account_fields, array( 'key' => 'account_' . $single->name, 'value' => $single->label . ' [Account]', 'description' => $description ) ); } } wp_send_json_success( $account_fields ); } add_action( 'wp_ajax_adfoin_get_freshsales_contact_fields', 'adfoin_get_freshsales_contact_fields', 10, 0 ); /* * Get Freshsales Contact Fields */ function adfoin_get_freshsales_contact_fields() { // Security Check if (! wp_verify_nonce( $_POST['_nonce'], 'advanced-form-integration' ) ) { die( __( 'Security check Failed', 'advanced-form-integration' ) ); } $cred_id = isset( $_POST['credId'] ) ? sanitize_text_field( $_POST['credId'] ) : ''; $ignore_list = array( 'sales_accounts', 'emails', 'time_zone', 'phone_numbers', 'campaign_id', 'last_contacted', 'last_contacted_mode', 'last_contacted_sales_activity_mode', 'last_contacted_via_sales_activity', 'active_sales_sequences', 'completed_sales_sequences', 'last_seen', 'customer_fit', 'creater_id', 'created_at', 'updater_id', 'updated_at', 'web_form_ids', 'last_assigned_at', 'lost_reason_id', 'contact_status_id', 'recent_note' ); $data = adfoin_freshsales_request( 'settings/contacts/fields', 'GET', array(), array(), $cred_id ); if( is_wp_error( $data ) ) { wp_send_json_error(); } $body = json_decode( wp_remote_retrieve_body( $data ) ); $contact_fields = array( array( 'key' => 'contact_email', 'value' => 'Email [Contact]', 'description' => 'Required' ) ); foreach( $body->fields as $single ) { $description = ''; if( !in_array( $single->name, $ignore_list ) ) { if( isset( $single->choices ) && !empty( $single->choices ) ) { $parts = array(); foreach( $single->choices as $single_choice ) { $parts[] = $single_choice->value . ': ' . $single_choice->id; } $description = implode( ', ', $parts ); } if( $single->name == 'lists' ) { $lists = adfoin_freshsales_request( 'lists', 'GET', array(), array(), $cred_id ); $lists = json_decode( wp_remote_retrieve_body( $lists ) ); $string = array(); foreach( $lists->lists as $list ) { $string[] = $list->name . ': ' . $list->id; } $description = implode( ', ', $string ); } array_push( $contact_fields, array( 'key' => 'contact_' . $single->name, 'value' => $single->label . ' [Contact]', 'description' => $description ) ); } } wp_send_json_success( $contact_fields ); } add_action( 'wp_ajax_adfoin_get_freshsales_deal_fields', 'adfoin_get_freshsales_deal_fields', 10, 0 ); /* * Get Freshsales Deal Fields */ function adfoin_get_freshsales_deal_fields() { // Security Check if (! wp_verify_nonce( $_POST['_nonce'], 'advanced-form-integration' ) ) { die( __( 'Security check Failed', 'advanced-form-integration' ) ); } $cred_id = isset( $_POST['credId'] ) ? sanitize_text_field( $_POST['credId'] ) : ''; $ignore_list = array( 'sales_account_id', 'contacts', 'deal_reason_id', 'closed_date', 'campaign_id', 'last_contacted_sales_activity_mode', 'last_contacted_via_sales_activity', 'active_sales_sequences', 'completed_sales_sequences', 'creater_id', 'created_at', 'updater_id', 'updated_at', 'web_form_ids', 'upcoming_activities_time', 'stage_updated_time', 'last_assigned_at', 'web_form_id', 'recent_note' ); $data = adfoin_freshsales_request( 'settings/deals/fields', 'GET', array(), array(), $cred_id ); if( is_wp_error( $data ) ) { wp_send_json_error(); } $body = json_decode( wp_remote_retrieve_body( $data ) ); $deal_fields = array(); foreach( $body->fields as $single ) { $description = ''; if( !in_array( $single->name, $ignore_list ) ) { if( isset( $single->choices ) && !empty( $single->choices ) ) { $parts = array(); foreach( $single->choices as $single_choice ) { $parts[] = $single_choice->value . ': ' . $single_choice->id; } $description = implode( ', ', $parts ); } array_push( $deal_fields, array( 'key' => 'deal_' . $single->name, 'value' => $single->label . ' [Deal]', 'description' => $description ) ); } } wp_send_json_success( $deal_fields ); } add_action( 'adfoin_freshsales_job_queue', 'adfoin_freshsales_job_queue', 10, 1 ); function adfoin_freshsales_job_queue( $data ) { adfoin_freshsales_send_data( $data['record'], $data['posted_data'] ); } /* * Handles sending data to Freshsales API */ function adfoin_freshsales_send_data( $record, $posted_data ) { $record_data = json_decode( $record['data'], true ); if( array_key_exists( 'cl', $record_data['action_data'] ) ) { if( $record_data['action_data']['cl']['active'] == 'yes' ) { if( !adfoin_match_conditional_logic( $record_data['action_data']['cl'], $posted_data ) ) { return; } } } $data = $record_data['field_data']; $cred_id = isset( $data['credId'] ) ? $data['credId'] : ''; $task = $record['task']; $account_id = ''; $contact_id = ''; $deal_id = ''; // Backward compatibility: if no cred_id, use first available credential if( empty( $cred_id ) ) { $all_credentials = adfoin_read_credentials( 'freshsales' ); if( !empty( $all_credentials ) ) { $cred_id = $all_credentials[0]['id']; } } if( $task == 'add_ocdna' ) { $holder = array(); $account_fields = array(); $account_custom_fields = array(); $contact_fields = array(); $contact_custom_fields = array(); $deal_fields = array(); $deal_custom_fields = array(); $account_id = ''; $contact_id = ''; $contact_lists = array(); foreach( $data as $key => $value ) { $holder[$key] = adfoin_get_parsed_values( $value, $posted_data ); } foreach( $holder as $key => $value ) { if( substr( $key, 0, 8 ) == 'account_' && $value ) { $key = substr( $key, 8 ); if( substr( $key, 0, 3 ) == 'cf_' ) { $account_custom_fields[$key] = $value; continue; } $account_fields[$key] = $value; continue; } if( substr( $key, 0, 8 ) == 'contact_' && $value ) { $key = substr( $key, 8 ); if( substr( $key, 0, 3 ) == 'cf_' ) { $contact_custom_fields[$key] = $value; continue; } $contact_fields[$key] = $value; continue; } if( substr( $key, 0, 5 ) == 'deal_' && $value ) { $key = substr( $key, 5 ); if( substr( $key, 0, 3 ) == 'cf_' ) { $deal_custom_fields[$key] = $value; continue; } $deal_fields[$key] = $value; continue; } } if( !empty( $account_fields ) ) { if( !empty( $account_custom_fields ) ) { $account_fields['custom_field'] = $account_custom_fields; } $account_body = array( 'sales_account' => $account_fields ); // check if account exists if( isset( $account_fields['name'] ) && $account_fields['name'] ){ $account_id = adfoin_freshsales_if_account_exists( $account_fields['name'], $cred_id ); } if( $account_id ) { $account_response = adfoin_freshsales_request( 'sales_accounts/' . $account_id, 'PUT', $account_body, $record, $cred_id ); } else{ $account_response = adfoin_freshsales_request( 'sales_accounts', 'POST', $account_body, $record, $cred_id ); } $account_return = json_decode( wp_remote_retrieve_body( $account_response ) ); if( $account_response['response']['code'] == 200 ) { $account_id = $account_return->sales_account->id; } } if( !empty( $contact_fields ) ) { if( $account_id ) { $contact_fields['sales_accounts'] = array( array( 'id' => $account_id, 'is_primary' => true ) ); } if( !empty( $contact_fields['lists'] ) ) { $contact_lists = explode( ',', $contact_fields['lists'] ); unset( $contact_fields['lists'] ); } if( !empty( $contact_custom_fields ) ) { $contact_fields['custom_field'] = $contact_custom_fields; } $contact_body = array( 'contact' => $contact_fields ); if( isset( $contact_fields['email'] ) && $contact_fields['email'] ){ $contact_id = adfoin_freshsales_if_contact_exists( $contact_fields['email'], $cred_id ); if( isset( $contact_body['contact']['tags'] ) && $contact_body['contact']['tags'] ){ $tags = explode( ',', $contact_body['contact']['tags'] ); //fetch existing tags $existing_response = adfoin_freshsales_request( 'contacts/' . $contact_id, 'GET', array(), array(), $cred_id ); $existing_body = json_decode( wp_remote_retrieve_body( $existing_response ), true ); $existing_tags = $existing_body['contact']['tags']; $tags = array_merge( $tags, $existing_tags ); $tags = array_unique( $tags ); $tags = implode( ',', $tags ); $contact_body['contact']['tags'] = $tags; } } if( $contact_id ) { $contact_response = adfoin_freshsales_request( 'contacts/' . $contact_id, 'PUT', $contact_body, $record, $cred_id ); } else{ $contact_response = adfoin_freshsales_request( 'contacts', 'POST', $contact_body, $record, $cred_id ); } $contact_body = json_decode( wp_remote_retrieve_body( $contact_response ) ); if( $contact_response['response']['code'] == 200 ) { $contact_id = $contact_body->contact->id; } if( !empty( $contact_lists ) && $contact_id ) { foreach( $contact_lists as $list ) { $list_body = array( 'ids' => array( $contact_id ) ); $list_response = adfoin_freshsales_request( 'lists/' . trim( $list ) . '/add_contacts', 'PUT', $list_body, $record, $cred_id ); } } } if( !empty( $deal_fields ) ) { if ( $account_id ) { $deal_fields['sales_account_id'] = $account_id; } if( $contact_id ) { $deal_fields['contacts_added_list'] = array( $contact_id ); } if( !empty( $deal_custom_fields ) ) { $deal_fields['custom_field'] = $deal_custom_fields; } $body = array( 'deal' => $deal_fields ); $response = adfoin_freshsales_request( 'deals', 'POST', $body, $record, $cred_id ); $body = json_decode( wp_remote_retrieve_body( $response ) ); if( $response['response']['code'] == 200 ) { $deal_id = $body->deal->id; } } } return; }