64 lines
3.5 KiB
TypeScript
64 lines
3.5 KiB
TypeScript
import { test, expect, connectCrm, disconnectCrm, findPerson, FakeExternals, runWorkerOnce, syncPersonToCrm, unique, AI_REPLY } from '@e2e'
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// One HubSpot connection per org, so this runs in the serial `org` project and
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// disconnects afterwards.
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test.describe('HubSpot', () => {
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test.use({ agentSettings: { leadCapture: true } })
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test.afterEach(async ({ adminApi }) => { await disconnectCrm(adminApi, 'hubspot') })
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test('a captured lead is pushed to HubSpot with what they told us @crm', async ({ agent, widget, llm, adminApi, request }) => {
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const code = unique('hs-code')
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await connectCrm(adminApi, 'hubspot', code)
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const { email, name } = widget.customer
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await llm.script(agent, (s) => s
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.when(/@/).captureLead('Thanks! Someone from sales will reach out.', { email, name, company: 'Acme Corp' })
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.otherwise().reply('Happy to set that up — what is your email?'))
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await widget.embed()
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await widget.open()
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await widget.send('I would like a demo')
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await expect(widget.lastAgentMessage()).toHaveText('Happy to set that up — what is your email?', AI_REPLY)
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await widget.send(`Sure, I am ${name}, ${email}`)
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await expect(widget.lastAgentMessage()).toHaveText('Thanks! Someone from sales will reach out.', AI_REPLY)
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const person = await findPerson(adminApi, email)
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const status = await syncPersonToCrm(adminApi, person.id)
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expect(status.synced.map((s) => s.provider)).toContain('hubspot')
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// What HubSpot received: the contact keyed by email, as a lead, with their company,
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// sent with the token this org's install was granted.
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const externals = new FakeExternals(request)
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const [upsert] = await externals.calls('hubspot', 'upsert', { contains: email })
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const [grant] = await externals.calls('hubspot', 'token', { contains: code })
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expect(upsert.headers.authorization).toBe(`Bearer ${(grant.response as { access_token: string }).access_token}`)
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expect(upsert.body).toMatchObject({
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inputs: [{ id: email, idProperty: 'email', properties: { email, company: 'Acme Corp', lifecyclestage: 'lead' } }],
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})
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})
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test('with HubSpot as the agent\'s CRM, a captured lead is pushed on its own @crm @workers', async ({ agent, widget, llm, adminApi, request }) => {
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await connectCrm(adminApi, 'hubspot', unique('hs-code'))
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await adminApi.put(`/agent/${agent.id}/lead-capture`, { data: { enabled: true, require_consent: false, crm_sync_target: 'hubspot' } })
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const { email, name } = widget.customer
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await llm.script(agent, (s) => s
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.when(/@/).captureLead('Thanks! Someone from sales will reach out.', { email, name, company: 'Globex' })
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.otherwise().reply('Happy to set that up — what is your email?'))
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await widget.embed()
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await widget.open()
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await widget.send('I would like a demo')
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await expect(widget.lastAgentMessage()).toHaveText('Happy to set that up — what is your email?', AI_REPLY)
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await widget.send(`Sure, I am ${name}, ${email}`)
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await expect(widget.lastAgentMessage()).toHaveText('Thanks! Someone from sales will reach out.', AI_REPLY)
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// Capture queues a sync job; the CRM worker pushes it on its next pass.
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const externals = new FakeExternals(request)
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expect(await externals.calls('hubspot', 'upsert', { contains: email })).toHaveLength(0)
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await runWorkerOnce('crm-sync')
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const [upsert] = await externals.calls('hubspot', 'upsert', { contains: email })
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expect(upsert.body).toMatchObject({ inputs: [{ id: email, properties: { company: 'Globex', lifecyclestage: 'lead' } }] })
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})
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})
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