CRM Integration

import httpx

class CloseClient:
    BASE_URL = "https://api.close.com/api/v1"

    def __init__(self, api_key: str):
        self.client = httpx.Client(
            base_url=self.BASE_URL,
            auth=(api_key, ""),  # Basic auth, password empty
            timeout=30.0,
        )

    def create_lead(self, data: dict) -> dict:
        response = self.client.post("/lead/", json=data)
        response.raise_for_status()
        return response.json()

    def search_leads(self, query: str) -> list:
        response = self.client.post("/data/search/", json={
            "query": {"type": "query_string", "value": query},
            "results_limit": 100
        })
        return response.json()["data"]

# Usage
close = CloseClient(os.environ["CLOSE_API_KEY"])
leads = close.search_leads("company:Coperniq")

from hubspot import HubSpot
from hubspot.crm.contacts import SimplePublicObjectInputForCreate

client = HubSpot(access_token=os.environ["HUBSPOT_ACCESS_TOKEN"])

# Create contact
contact = client.crm.contacts.basic_api.create(
    SimplePublicObjectInputForCreate(properties={
        "email": "user@example.com",
        "firstname": "Jane",
        "lastname": "Smith"
    })
)
print(f"Created: {contact.id}")

import jwt
from datetime import datetime, timedelta

class SalesforceClient:
    def __init__(self, client_id: str, username: str, private_key: str):
        self.auth_url = "https://login.salesforce.com"
        self._authenticate(client_id, username, private_key)

    def _authenticate(self, client_id, username, private_key):
        payload = {
            "iss": client_id,
            "sub": username,
            "aud": self.auth_url,
            "exp": int((datetime.utcnow() + timedelta(minutes=3)).timestamp())
        }
        assertion = jwt.encode(payload, private_key, algorithm="RS256")

        response = httpx.post(f"{self.auth_url}/services/oauth2/token", data={
            "grant_type": "urn:ietf:params:oauth:grant-type:jwt-bearer",
            "assertion": assertion
        })
        self.access_token = response.json()["access_token"]
        self.instance_url = response.json()["instance_url"]

# Leads with no activity in 30 days
'sort:date_updated asc date_updated < "30 days ago"'

# High-value opportunities
'opportunities.value >= 50000 opportunities.status_type:active'

# Custom field filtering
'custom.cf_industry = "MEP Contractor"'

# Multiple trade types (your ICP)
'custom.cf_trades:HVAC OR custom.cf_trades:Electrical'

# Create lead with contacts
lead = close.create_lead({
    "name": "ABC Mechanical",
    "url": "https://abcmech.com",
    "contacts": [{
        "name": "John Smith",
        "title": "Owner",
        "emails": [{"email": "john@abcmech.com", "type": "office"}],
        "phones": [{"phone": "555-1234", "type": "office"}]
    }],
    "custom.cf_tier": "Gold",
    "custom.cf_source": "sales-agent"
})

# Create opportunity
opp = close._request("POST", "/opportunity/", json={
    "lead_id": lead["id"],
    "value": 50000,
    "confidence": 50,
    "status_id": "stat_xxx"  # Pipeline stage
})

# Log activity
close._request("POST", "/activity/note/", json={
    "lead_id": lead["id"],
    "note": "Initial discovery call - interested in demo"
})

X-RateLimit-Limit: 100
X-RateLimit-Remaining: 95
X-RateLimit-Reset: 1704067200

from hubspot import HubSpot
from hubspot.crm.deals import SimplePublicObjectInputForCreate
from hubspot.crm.contacts import PublicObjectSearchRequest

client = HubSpot(access_token=os.environ["HUBSPOT_ACCESS_TOKEN"])

# Create deal with association
deal = client.crm.deals.basic_api.create(
    SimplePublicObjectInputForCreate(properties={
        "dealname": "Enterprise Deal",
        "amount": "50000",
        "dealstage": "appointmentscheduled",
        "pipeline": "default"
    })
)

# Search contacts by email domain
search = PublicObjectSearchRequest(
    filter_groups=[{
        "filters": [{
            "propertyName": "email",
            "operator": "CONTAINS",
            "value": "@example.com"
        }]
    }],
    properties=["email", "firstname", "lastname"],
    limit=50
)
results = client.crm.contacts.search_api.do_search(search)