I am automating the process of capturing lead information from emails, extracting essential identifiers (PRID and token), and using these to retrieve lead details securely from my CRM system. The ultimate goal is to store these details in a Google Sheet.
Step-by-Step Process:
1. Watch for Incoming Emails:
- Purpose: Automatically monitor Gmail for incoming lead emails.
- Current Status: This step is successfully set up, and emails are being captured.
2. Extract PRID and Token:
- Purpose: Use text parsers to extract two key pieces of information: PRID and token.
- What Are PRID and Token?
- PRID (Personal Record ID): This is a unique identifier assigned to each lead in the CRM system. It’s necessary to specify which lead’s details we want to retrieve.
- Token: This is a security credential that validates the request to the CRM system, ensuring that the request is legitimate and authorized.
- Current Status: PRID and token are successfully extracted from the emails.
3. Store PRID and Token:
- Purpose: Store these values temporarily for use in the next steps.
- Current Status: Successfully stored in respective data stores.
4. Combine PRID and Token into a JSON Object:
- Purpose: Combine the PRID and token into a single JSON object that will be used in an HTTP request to log in and access lead details.
- Current Status: This is where I’m encountering issues. I’m using an array aggregator to combine the outputs, but I’m unsure if this is the correct approach or if it’s properly configured.
5. Make an HTTP Request:
- Purpose: Send the combined PRID and token as part of a request to the CRM system to retrieve detailed information about the lead.
- Current Status: Due to uncertainty in the previous step, the request isn’t functioning as expected.
Help Needed:
I need assistance with:
- Combining PRID and Token: How should I correctly combine PRID and token into a JSON object? Is the array aggregator the right tool, or should I use something else?
- HTTP Request: Ensuring that the combined JSON object is correctly formatted and that the HTTP request is successful.
The goal is to fully automate this process so that as soon as a lead email arrives, the system extracts the necessary information, retrieves the lead details from the CRM, and stores them in a Google Sheet without any manual intervention. Your guidance on how to achieve this, especially the proper configuration of the JSON object and HTTP request, would be invaluable.