Lead Gen

byAbhishek Bansal

Direct answer: below is a ready-to-send developer brief (copy-paste) that describes the full system, data model, APIs, flows, and sample implementation steps to capture leads from social platforms and public sources, store raw leads in local MongoDB, and sync qualified leads to a CRM (HubSpot / Zoho / Bitrix24). Each technical claim that references an external API doc is cited. --- BEGIN DEVELOPER BRIEF (COPY & PASTE) --- Project: ACODR Lead Capture, Local Storage (MongoDB), and CRM Sync Purpose: Capture leads from LinkedIn, Instagram, Threads, X, Reddit, Telegram, web forms and manual CSVs; store raw leads in a local MongoDB; run dedupe/score/qualification; and sync qualified leads to a CRM (HubSpot / Zoho / Bitrix24). High-level architecture Ingest layer: lightweight scrapers (manual-assisted or public API-based), form/webhook receivers, CSV importer. API backend: Node.js + Express (REST), authentication (API key / JWT for internal tools). Storage: MongoDB (local instance) as source-of-truth for raw leads. Processing: background workers (BullMQ + Redis) for dedupe, enrichment, scoring, and CRM sync. CRM layer: connector modules for HubSpot, Zoho, and Bitrix24 using their public APIs. HubSpot Leads API docs for reference. Zoho create-record examples. Bitrix24 crm.lead.add approach referenced. Frontend/admin: React or Next.js dashboard for lead review, filtering, manual qualification, and sync control. Optional: lightweight crawler microservice (Puppeteer) for public posts/groups where no API exists; rate-limit and obey platform terms. Data model (MongoDB collections) leads (raw and processed) _id (ObjectId) fullName (string) firstName (string) lastName (string) email (string) phone (string) company (string) title (string) website (string) source (string) // linkedin, instagram, reddit, telegram, csv, webform sourceUrl (string) rawText (string) // original post/comment content serviceInterest (string) // website, app, automation, ai city (string) country (string) tags (array[string]) score (number) // 0-100 status (string) // new, duplicate, qualified, synced, contacted, booked, lost, won enrichment (object) // third-party enrichment results crm (object) // {provider, crmId, lastSyncedAt, syncStatus} ownerId (ObjectId) createdAt, updatedAt leadActivities leadId, type, message, timestamp, userId imports fileName, source, rowCount, errors, createdAt syncLogs leadId, provider, payload, response, createdAt API endpoints (Node/Express) POST /api/leads/ingest — accepts JSON lead payloads from scrapers, webhooks, or forms. POST /api/leads/import-csv — multipart upload to parse and ingest CSV. GET /api/leads?status=&source=&scoreMin= — pagination and filters. GET /api/leads/:id — single lead detail. POST /api/leads/:id/score — re-run scoring for a lead. POST /api/leads/:id/qualify — mark as qualified to enqueue CRM sync. POST /api/sync/:provider/manual-sync — force sync queue for provider. Webhooks: /api/webhooks/hubspot (for reply/upsert events) — optional. Ingest contract (JSON) — minimal required fields: { "fullName":"", "email":"", "phone":"", "company":"", "website":"", "source":"", "sourceUrl":"", "rawText":"", "serviceInterest":"", "city":"", "country":"" } Lead ingestion flow Step 1: Receive lead payload at /api/leads/ingest, basic validation (email or phone or website required), write to leads collection with status=new and score=0. Step 2: Emit job to worker queue: dedupe -> enrichment -> scoring. Step 3 (dedupe): find by email or phone or (company + website) within 90 days; mark as duplicate if match, merge notes and rawText. Step 4 (enrich): call enrichment microservice (whois, Clearbit-like or web scraping of company page) — enrichment stored under enrichment field. Step 5 (scoring): rule-based score. Example weights: intent word match (40), company size (20), recent activity (15), source strength (15), contact completeness (10). Normalize to 0–100. Step 6 (qualification): if score >= 60, set status=qualified and enqueue CRM sync job; else keep status=new/review. CRM sync strategy Use provider connector module abstraction with methods: createLead(payload), updateLead(crmId,payload), searchLead(matchFields). HubSpot example: create leads using HubSpot Leads API; follow HubSpot API auth (private app token) and calls per docs. Handle rate limits and retry. Zoho example: use zoho.crm.createRecord style semantics or REST API endpoints and capture the returned id for crm.crmId. Bitrix24 example: use crm.lead.add method for direct webhook or REST. Sync behavior: Pre-check: call searchLead to avoid duplicates in CRM. Create contact and company where applicable, then create lead object and attach notes with rawText and sourceUrl. On successful create, update lead.crm = {provider, crmId, lastSyncedAt, syncStatus: success}, status=synced. Background worker details (BullMQ + Redis) Queue: ingestionQueue, enrichmentQueue, scoringQueue, crmSyncQueue. Workers process jobs concurrently with configurable concurrency and exponential backoff on failure. Create idempotency keys for tasks to avoid double-syncing. Admin UI features Lead list with filters (status, score, source, date). Lead detail page with enrichment panel, rawText, activity timeline, CRM sync button, and one-click “Send email / Send LinkedIn message” (templates). Bulk actions: bulk qualify, bulk change owner, bulk export CSV, bulk sync to CRM. Audit logs of syncs with provider responses. Security, compliance, and rate-limits Store API keys in env vars; use vault if available. Obey each platform’s Terms of Service — only ingest public/profile/business info and respect robots.txt and rate limits. GDPR/Privacy: provide deletion endpoint to remove PII on request. Rate-limit inbound endpoints and implement CAPTCHA on public forms. Deployment & local setup MongoDB: run locally (docker-compose) with persistent volume. Redis: docker-compose for BullMQ. Node app: Dockerfile, docker-compose.yml to link node, mongo, redis. Env sample (.env.example): MONGO_URL, REDIS_URL, HUBSPOT_TOKEN, ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, BITRIX_WEBHOOK_URL, JWT_SECRET. Start commands: docker-compose up -d npm run migrate npm run seed (optional) Implementation milestones (sprints) Sprint 0 (1 week): repo, CI, docker-compose, basic Express app, Mongo models, simple /api/leads/ingest endpoint. Sprint 1 (1 week): CSV importer, basic front-end lead list, and detail view. Sprint 2 (1 week): dedupe worker and scoring rules; UI filters and bulk actions. Sprint 3 (1 week): enrichment microservice (basic website scraping), score tuning. Sprint 4 (1 week): HubSpot connector and sync; manual sync UI. Sprint 5 (1 week): Zoho and Bitrix connectors, retry, and logging. Sprint 6 (1 week): polish, security, documentation, and handoff. Sample Mongoose schema (paste-ready) LeadSchema: fullName: String firstName: String lastName: String email: {type:String, index:true} phone: {type:String, index:true} company: String website: String source: String sourceUrl: String rawText: String serviceInterest: String score: Number status: {type:String, default:'new'} enrichment: Object crm: Object tags: [String] ownerId: ObjectId createdAt: Date, updatedAt: Date Example CRM payload mapping (HubSpot) company -> hubspot company (name, website) contact -> hubspot contact (firstname, lastname, email, phone) lead -> hubspot lead object with properties: source, serviceInterest, score, rawText, sourceUrl Reference: HubSpot Leads API docs. Error handling & observability Centralized logging (Winston) and Sentry for exceptions. Monitoring: Prometheus metrics for queue lengths and success/fail rates. Alerting for repeated CRM failures or high duplicate rates. Testing Unit tests for scoring rules. Integration tests for ingestion -> dedupe -> scoring -> crmSync flow using a test Mongo instance. Manual QA test plan for each social source ingestion method. Deliverables for dev handoff Git repo with README and env notes. docker-compose.yml for local dev. Postman collection with endpoints and example payloads. Admin UI mockups (Figma links or static screenshots). Sprint backlog (Agile tickets) with the milestone list above. Quick start commands for dev (copy-ready) git clone <repo> cp .env.example .env (fill values) docker-compose up -d npm install npm run dev Notes on connectors & references HubSpot Leads API documentation for creating and managing leads. Zoho create-record and examples for Leads and follow-up actions. Bitrix24 crm.lead.add / REST webhook patterns for direct lead creation. --- END DEVELOPER BRIEF ---