Overview

package wittgenstein_crm_client.adapters

Classes

HubSpotAdapter — HubSpot CRM v3/v4 Client Adapter.
SalesforceAdapter — Salesforce CRM Client Adapter (Stub).
PipedriveAdapter — Pipedrive CRM Client Adapter (Stub).
RDStationAdapter — RD Station CRM Client Adapter (Stub).

wittgenstein_crm_client.adapters.HubSpotAdapter

mkapi_definition_mkapi class HubSpotAdapter()

Bases : BaseAsyncCRMClient

HubSpot CRM v3/v4 Client Adapter.

Methods

get_lead — Fetch a single lead company by ID and populate its associated contacts and deals.
list_leads — List companies matching a specific lifecycle/funnel stage.
update_stage — Update lifecyclestage in HubSpot and add a note explaining the transition reason.
add_activity — Create a HubSpot note associated with the company (lead).
create_task — Create a HubSpot task and assign it.
create_contact — Create a contact in HubSpot.
enroll_sequence — Enroll a contact into an automated HubSpot Sequence.
get_engagements — Fetch HubSpot engagement events (emails, meetings, calls) associated with a company.

wittgenstein_crm_client.adapters.HubSpotAdapter.get_lead

mkapi_definition_mkapi async method HubSpotAdapter.get_lead(self, lead_id: str) → LeadRecord

Fetch a single lead company by ID and populate its associated contacts and deals.

wittgenstein_crm_client.adapters.HubSpotAdapter.list_leads

mkapi_definition_mkapi async method HubSpotAdapter.list_leads(self, stage: FunnelStage, **filters) → List[LeadRecord]

List companies matching a specific lifecycle/funnel stage.

wittgenstein_crm_client.adapters.HubSpotAdapter.update_stage

mkapi_definition_mkapi async method HubSpotAdapter.update_stage(self, lead_id: str, stage: FunnelStage, reason: str) → None

Update lifecyclestage in HubSpot and add a note explaining the transition reason.

wittgenstein_crm_client.adapters.HubSpotAdapter.add_activity

mkapi_definition_mkapi async method HubSpotAdapter.add_activity(self, lead_id: str, activity: CRMActivity) → None

Create a HubSpot note associated with the company (lead).

wittgenstein_crm_client.adapters.HubSpotAdapter.create_task

mkapi_definition_mkapi async method HubSpotAdapter.create_task(self, lead_id: str, assignee: str, briefing: str) → None

Create a HubSpot task and assign it.

wittgenstein_crm_client.adapters.HubSpotAdapter.create_contact

mkapi_definition_mkapi async method HubSpotAdapter.create_contact(self, contact: ContactRecord) → str

Create a contact in HubSpot.

wittgenstein_crm_client.adapters.HubSpotAdapter.enroll_sequence

mkapi_definition_mkapi async method HubSpotAdapter.enroll_sequence(self, contact_id: str, sequence_id: str) → None

Enroll a contact into an automated HubSpot Sequence.

wittgenstein_crm_client.adapters.HubSpotAdapter.get_engagements

mkapi_definition_mkapi async method HubSpotAdapter.get_engagements(self, company_id: str, since: datetime) → List[EngagementEvent]

Fetch HubSpot engagement events (emails, meetings, calls) associated with a company.

wittgenstein_crm_client.adapters.SalesforceAdapter

mkapi_definition_mkapi class SalesforceAdapter()

Bases : BaseAsyncCRMClient

Salesforce CRM Client Adapter (Stub).

Methods

wittgenstein_crm_client.adapters.SalesforceAdapter.get_lead

mkapi_definition_mkapi async method SalesforceAdapter.get_lead(self, lead_id: str) → LeadRecord

Raises

NotImplementedError

wittgenstein_crm_client.adapters.SalesforceAdapter.list_leads

mkapi_definition_mkapi async method SalesforceAdapter.list_leads(self, stage: FunnelStage, **filters) → List[LeadRecord]

Raises

NotImplementedError

wittgenstein_crm_client.adapters.SalesforceAdapter.update_stage

mkapi_definition_mkapi async method SalesforceAdapter.update_stage(self, lead_id: str, stage: FunnelStage, reason: str) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.SalesforceAdapter.add_activity

mkapi_definition_mkapi async method SalesforceAdapter.add_activity(self, lead_id: str, activity: CRMActivity) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.SalesforceAdapter.create_task

mkapi_definition_mkapi async method SalesforceAdapter.create_task(self, lead_id: str, assignee: str, briefing: str) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.SalesforceAdapter.create_contact

mkapi_definition_mkapi async method SalesforceAdapter.create_contact(self, contact: ContactRecord) → str

Raises

NotImplementedError

wittgenstein_crm_client.adapters.SalesforceAdapter.enroll_sequence

mkapi_definition_mkapi async method SalesforceAdapter.enroll_sequence(self, contact_id: str, sequence_id: str) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.SalesforceAdapter.get_engagements

mkapi_definition_mkapi async method SalesforceAdapter.get_engagements(self, company_id: str, since: datetime) → List[EngagementEvent]

Raises

NotImplementedError

wittgenstein_crm_client.adapters.PipedriveAdapter

mkapi_definition_mkapi class PipedriveAdapter()

Bases : BaseAsyncCRMClient

Pipedrive CRM Client Adapter (Stub).

Methods

wittgenstein_crm_client.adapters.PipedriveAdapter.get_lead

mkapi_definition_mkapi async method PipedriveAdapter.get_lead(self, lead_id: str) → LeadRecord

Raises

NotImplementedError

wittgenstein_crm_client.adapters.PipedriveAdapter.list_leads

mkapi_definition_mkapi async method PipedriveAdapter.list_leads(self, stage: FunnelStage, **filters) → List[LeadRecord]

Raises

NotImplementedError

wittgenstein_crm_client.adapters.PipedriveAdapter.update_stage

mkapi_definition_mkapi async method PipedriveAdapter.update_stage(self, lead_id: str, stage: FunnelStage, reason: str) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.PipedriveAdapter.add_activity

mkapi_definition_mkapi async method PipedriveAdapter.add_activity(self, lead_id: str, activity: CRMActivity) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.PipedriveAdapter.create_task

mkapi_definition_mkapi async method PipedriveAdapter.create_task(self, lead_id: str, assignee: str, briefing: str) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.PipedriveAdapter.create_contact

mkapi_definition_mkapi async method PipedriveAdapter.create_contact(self, contact: ContactRecord) → str

Raises

NotImplementedError

wittgenstein_crm_client.adapters.PipedriveAdapter.enroll_sequence

mkapi_definition_mkapi async method PipedriveAdapter.enroll_sequence(self, contact_id: str, sequence_id: str) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.PipedriveAdapter.get_engagements

mkapi_definition_mkapi async method PipedriveAdapter.get_engagements(self, company_id: str, since: datetime) → List[EngagementEvent]

Raises

NotImplementedError

wittgenstein_crm_client.adapters.RDStationAdapter

mkapi_definition_mkapi class RDStationAdapter()

Bases : BaseAsyncCRMClient

RD Station CRM Client Adapter (Stub).

Methods

wittgenstein_crm_client.adapters.RDStationAdapter.get_lead

mkapi_definition_mkapi async method RDStationAdapter.get_lead(self, lead_id: str) → LeadRecord

Raises

NotImplementedError

wittgenstein_crm_client.adapters.RDStationAdapter.list_leads

mkapi_definition_mkapi async method RDStationAdapter.list_leads(self, stage: FunnelStage, **filters) → List[LeadRecord]

Raises

NotImplementedError

wittgenstein_crm_client.adapters.RDStationAdapter.update_stage

mkapi_definition_mkapi async method RDStationAdapter.update_stage(self, lead_id: str, stage: FunnelStage, reason: str) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.RDStationAdapter.add_activity

mkapi_definition_mkapi async method RDStationAdapter.add_activity(self, lead_id: str, activity: CRMActivity) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.RDStationAdapter.create_task

mkapi_definition_mkapi async method RDStationAdapter.create_task(self, lead_id: str, assignee: str, briefing: str) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.RDStationAdapter.create_contact

mkapi_definition_mkapi async method RDStationAdapter.create_contact(self, contact: ContactRecord) → str

Raises

NotImplementedError

wittgenstein_crm_client.adapters.RDStationAdapter.enroll_sequence

mkapi_definition_mkapi async method RDStationAdapter.enroll_sequence(self, contact_id: str, sequence_id: str) → None

Raises

NotImplementedError

wittgenstein_crm_client.adapters.RDStationAdapter.get_engagements

mkapi_definition_mkapi async method RDStationAdapter.get_engagements(self, company_id: str, since: datetime) → List[EngagementEvent]

Raises

NotImplementedError