CPQ CRM Integration: Salesforce, HubSpot, Pipedrive & Dynamics 365

// Create opportunity in Salesforce from configuration
async function createSalesforceOpportunity(configData) {
  const opportunityData = {
    Name: `Configuration - ${configData.productName}`,
    AccountId: configData.accountId,
    Amount: configData.totalPrice,
    StageName: 'Qualification',
    CloseDate: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000),
    Configuration_Data__c: JSON.stringify(configData.options)
  };

  const response = await fetch(`${SF_API_BASE}/sobjects/Opportunity`, {
    method: 'POST',
    headers: {
      'Authorization': `Bearer ${accessToken}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify(opportunityData)
  });

  return await response.json();
}

// Update HubSpot contact and create deal
async function updateHubSpotContact(email, configData) {
  // Update contact with configuration interest
  const contactUpdate = {
    properties: {
      last_configuration_date: new Date().toISOString(),
      interested_products: configData.productCategories.join('; '),
      configuration_value: configData.totalPrice
    }
  };

  await fetch(`${HUBSPOT_API_BASE}/contacts/v1/contact/email/${email}/profile`, {
    method: 'POST',
    headers: {
      'Authorization': `Bearer ${hubspotToken}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify(contactUpdate)
  });

  // Create deal if configuration value exceeds threshold
  if (configData.totalPrice > 10000) {
    const dealData = {
      properties: [
        { name: 'dealname', value: `Configuration Deal - ${configData.productName}` },
        { name: 'amount', value: configData.totalPrice },
        { name: 'dealstage', value: 'qualifiedtobuy' }
      ]
    };

    return await fetch(`${HUBSPOT_API_BASE}/deals/v1/deal`, {
      method: 'POST',
      headers: {
        'Authorization': `Bearer ${hubspotToken}`,
        'Content-Type': 'application/json'
      },
      body: JSON.stringify(dealData)
    });
  }
}

// Qualify and score leads in Pipedrive
async function qualifyPipedriveLead(configData) {
  // Calculate lead score based on configuration
  let leadScore = 0;
  if (configData.totalPrice > 50000) leadScore += 50;
  if (configData.complexity === 'high') leadScore += 30;
  if (configData.timeSpent > 600) leadScore += 20; // 10 minutes+

  const dealData = {
    title: `${configData.companyName} - Configuration Lead`,
    value: configData.totalPrice,
    currency: 'USD',
    pipeline_id: 1,
    stage_id: leadScore > 50 ? 2 : 1, // Qualified vs Unqualified
    custom_fields: {
      lead_score: leadScore,
      configuration_data: JSON.stringify(configData),
      source: 'Product Configurator'
    }
  };

  const response = await fetch(`${PIPEDRIVE_API_BASE}/deals`, {
    method: 'POST',
    headers: {
      'Authorization': `Bearer ${pipedriveToken}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify(dealData)
  });

  return await response.json();
}

// Create deal in Zoho CRM with configuration data
async function createZohoDeal(configData) {
  // Calculate deal priority based on configuration value
  const priority = configData.totalPrice > 25000 ? 'High' :
                  configData.totalPrice > 10000 ? 'Medium' : 'Low';

  const dealData = {
    data: [{
      Deal_Name: `${configData.companyName} - Configuration Deal`,
      Amount: configData.totalPrice,
      Stage: 'Qualification',
      Closing_Date: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000).toISOString().split('T')[0],
      Priority: priority,
      Lead_Source: 'Product Configurator',
      Product_Configuration: JSON.stringify(configData.options),
      Configuration_Value: configData.totalPrice,
      Time_Spent_Configuring: configData.timeSpent
    }]
  };

  const response = await fetch(`${ZOHO_API_BASE}/crm/v2/Deals`, {
    method: 'POST',
    headers: {
      'Authorization': `Zoho-oauthtoken ${zohoAccessToken}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify(dealData)
  });

  const result = await response.json();

  // Create follow-up activity if high priority
  if (priority === 'High' && result.data && result.data[0].details.id) {
    const activityData = {
      data: [{
        Subject: 'Follow up on high-value configuration',
        Activity_Type_Id: 'Call',
        Due_Date: new Date(Date.now() + 24 * 60 * 60 * 1000).toISOString().split('T')[0],
        What_Id: result.data[0].details.id
      }]
    };

    await fetch(`${ZOHO_API_BASE}/crm/v2/Tasks`, {
      method: 'POST',
      headers: {
        'Authorization': `Zoho-oauthtoken ${zohoAccessToken}`,
        'Content-Type': 'application/json'
      },
      body: JSON.stringify(activityData)
    });
  }

  return result;
}