feat: Routing form submitted but no booking - Salesforce actions (#18616)

* Add booking incomplete actions table * Add incomplete booking page tab * Add `getincompleteBookingSettings` trpc endpoints * Add incomplete booking page * Abstract enabled apps array * Handle no enabled credentials and no actions * Add enabled field to incomplete booking action db record * Add new write record entries * UI add separation between switch and inputs * Fix typo * clean up * Add saveIncompleteBookingSettings endpoint * Save incomplete booking settings * Fix language around when to write to field * Add `credentialId` to action record * Choose which credential to assign to action * Save credential to action * Revert "Save credential to action" This reverts commit ba6a1c808baed54f6d3d4c6155cf192c813d0696. * Revert "Choose which credential to assign to action" This reverts commit 968f6e5295d098c64abe95268afd1fa139a175ba. * Revert "Add `credentialId` to action record" This reverts commit 579f9ff4167b65aa987659e4e8f8c26f9e773317. * Add credentialId to action record - rewrite migration file * Revert "Add credentialId to action record - rewrite migration file" This reverts commit 2843a92c61820e7f7a1614a557d3f7ea96342107. * Revert "Add booking incomplete actions table" This reverts commit 7ec75bef4a0f0a9d07be0142da64c49d739439ea. * Revert "Add enabled field to incomplete booking action db record" This reverts commit d279a1da05819eafa8fc5d664e3be733e0687e8d. * Write migration in single commit * Rename table * Rename table - remove underscores * Remove credential relationship * Type fix - changing table name * Fix table name * Change writeToRecordObject to object * Salesforce add incomplete booking, write to record * Add incomplete booking actions to `triggerFormSubmittedNoEventWebhooks` * Remove console.log * Type fixes * Type fixes * Iterate if incompleteBookingActions * Choose which credential to assign to action * Save credential to action * Fix getServerSideProp changes * Type fix * Type fix * Type fix * Type fix --------- Co-authored-by: Alex van Andel <me@alexvanandel.com>
2025-01-14 23:17:16 +00:00
parent 7a8b9ededb
commit 66b3e735d8
19 changed files with 756 additions and 21 deletions
@@ -2926,5 +2926,6 @@
  "managed_users": "Managed Users",
  "managed_users_description": "See all the managed users created by your OAuth client",
  "select_oAuth_client": "Select Oauth Client",
+  "on_every_instance": "On every instance",
  "ADD_NEW_STRINGS_ABOVE_THIS_LINE_TO_PREVENT_MERGE_CONFLICTS": "↑↑↑↑↑↑↑↑↑↑↑↑↑ Add your new strings above here ↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑"
 }
@@ -38,6 +38,10 @@ export default function RoutingNavBar({
      target: "_blank",
      href: `${appUrl}/reporting/${form?.id}`,
    },
+    {
+      name: "Incomplete Booking",
+      href: `${appUrl}/incomplete-booking/${form?.id}`,
+    },
  ];
  return (
    <div className="mb-4">
@@ -0,0 +1 @@
+export const enabledIncompleteBookingApps = ["salesforce"];
@@ -0,0 +1,10 @@
+import type { z } from "zod";
+
+import { routingFormIncompleteBookingDataSchema as salesforceRoutingFormIncompleteBookingDataSchema } from "@calcom/app-store/salesforce/zod";
+import { IncompleteBookingActionType } from "@calcom/prisma/enums";
+
+const incompleteBookingActionDataSchemas: Record<IncompleteBookingActionType, z.ZodType<any>> = {
+  [IncompleteBookingActionType.SALESFORCE]: salesforceRoutingFormIncompleteBookingDataSchema,
+};
+
+export default incompleteBookingActionDataSchemas;
@@ -0,0 +1,13 @@
+import type { App_RoutingForms_IncompleteBookingActions } from "@prisma/client";
+
+import { incompleteBookingAction as salesforceIncompleteBookingAction } from "@calcom/app-store/salesforce/lib/routingForm/incompleteBookingAction";
+import { IncompleteBookingActionType } from "@calcom/prisma/enums";
+
+const incompleteBookingActionFunctions: Record<
+  IncompleteBookingActionType,
+  (action: App_RoutingForms_IncompleteBookingActions, email: string) => void
+> = {
+  [IncompleteBookingActionType.SALESFORCE]: salesforceIncompleteBookingAction,
+};
+
+export default incompleteBookingActionFunctions;
@@ -10,4 +10,5 @@ export const routingServerSidePropsConfig: Record<string, AppGetServerSideProps>
  "route-builder": getServerSidePropsSingleForm,
  "routing-link": getServerSidePropsRoutingLink,
  reporting: getServerSidePropsSingleForm,
+  "incomplete-booking": getServerSidePropsSingleForm,
 };
@@ -1,6 +1,7 @@
 //TODO: Generate this file automatically so that like in Next.js file based routing can work automatically
 import * as formEdit from "./form-edit/[...appPages]";
 import * as forms from "./forms/[...appPages]";
+import * as IncompleteBooking from "./incomplete-booking/[...appPages]";
 import * as LayoutHandler from "./layout-handler/[...appPages]";
 import * as Reporting from "./reporting/[...appPages]";
 import * as RouteBuilder from "./route-builder/[...appPages]";
@@ -13,6 +14,7 @@ const routingConfig = {
  "routing-link": RoutingLink,
  reporting: Reporting,
  layoutHandler: LayoutHandler,
+  "incomplete-booking": IncompleteBooking,
 };

 export default routingConfig;
@@ -0,0 +1,329 @@
+import { useState, useEffect } from "react";
+import type z from "zod";
+
+import { WhenToWriteToRecord, SalesforceFieldType } from "@calcom/app-store/salesforce/lib/enums";
+import type { writeToRecordDataSchema as salesforceWriteToRecordDataSchema } from "@calcom/app-store/salesforce/zod";
+import { routingFormIncompleteBookingDataSchema as salesforceRoutingFormIncompleteBookingDataSchema } from "@calcom/app-store/salesforce/zod";
+import Shell from "@calcom/features/shell/Shell";
+import { useLocale } from "@calcom/lib/hooks/useLocale";
+import { IncompleteBookingActionType } from "@calcom/prisma/enums";
+import { trpc } from "@calcom/trpc/react";
+import type { inferSSRProps } from "@calcom/types/inferSSRProps";
+import { Switch, InputField, Button, Select, showToast } from "@calcom/ui";
+
+import SingleForm, {
+  getServerSidePropsForSingleFormView as getServerSideProps,
+} from "../../components/SingleForm";
+import type { RoutingFormWithResponseCount } from "../../components/SingleForm";
+import { enabledIncompleteBookingApps } from "../../lib/enabledIncompleteBookingApps";
+
+function Page({ form }: { form: RoutingFormWithResponseCount }) {
+  const { t } = useLocale();
+  const { data, isLoading } = trpc.viewer.appRoutingForms.getIncompleteBookingSettings.useQuery({
+    formId: form.id,
+  });
+
+  const mutation = trpc.viewer.appRoutingForms.saveIncompleteBookingSettings.useMutation({
+    onSuccess: () => {
+      showToast(t("success"), "success");
+    },
+    onError: (error) => {
+      showToast(t(`error: ${error.message}`), "error");
+    },
+  });
+
+  const [salesforceWriteToRecordObject, setSalesforceWriteToRecordObject] = useState<
+    z.infer<typeof salesforceWriteToRecordDataSchema>
+  >({});
+
+  // Handle just Salesforce for now but need to expand this to other apps
+  const [salesforceActionEnabled, setSalesforceActionEnabled] = useState<boolean>(false);
+
+  const fieldTypeOptions = [{ label: t("text"), value: SalesforceFieldType.TEXT }];
+
+  const [selectedFieldType, setSelectedFieldType] = useState(fieldTypeOptions[0]);
+
+  const whenToWriteToRecordOptions = [
+    { label: t("on_every_instance"), value: WhenToWriteToRecord.EVERY_BOOKING },
+    { label: t("only_if_field_is_empty"), value: WhenToWriteToRecord.FIELD_EMPTY },
+  ];
+
+  const [selectedWhenToWrite, setSelectedWhenToWrite] = useState(whenToWriteToRecordOptions[0]);
+
+  const [newSalesforceAction, setNewSalesforceAction] = useState({
+    field: "",
+    fieldType: selectedFieldType.value,
+    value: "",
+    whenToWrite: WhenToWriteToRecord.FIELD_EMPTY,
+  });
+
+  const credentialOptions = data?.credentials.map((credential) => ({
+    label: credential.team?.name,
+    value: credential.id,
+  }));
+
+  const [selectedCredential, setSelectedCredential] = useState(
+    Array.isArray(credentialOptions) ? credentialOptions[0] : null
+  );
+
+  useEffect(() => {
+    const salesforceAction = data?.incompleteBookingActions.find(
+      (action) => action.actionType === IncompleteBookingActionType.SALESFORCE
+    );
+
+    if (salesforceAction) {
+      setSalesforceActionEnabled(salesforceAction.enabled);
+
+      const parsedSalesforceActionData = salesforceRoutingFormIncompleteBookingDataSchema.safeParse(
+        salesforceAction.data
+      );
+      if (parsedSalesforceActionData.success) {
+        setSalesforceWriteToRecordObject(parsedSalesforceActionData.data?.writeToRecordObject ?? {});
+      }
+
+      setSelectedCredential(
+        credentialOptions
+          ? credentialOptions.find((option) => option.value === salesforceAction?.credentialId) ??
+              selectedCredential
+          : selectedCredential
+      );
+    }
+  }, [data]);
+
+  if (isLoading) {
+    return <div>Loading...</div>;
+  }
+
+  // Check to see if the user has any compatible credentials
+  if (
+    !data?.credentials.some((credential) => enabledIncompleteBookingApps.includes(credential?.appId ?? ""))
+  ) {
+    return <div>No apps installed that support this feature</div>;
+  }
+
+  return (
+    <>
+      <div className="bg-default border-subtle rounded-md border p-8">
+        <div>
+          <Switch
+            labelOnLeading
+            label="Write to Salesforce contact/lead record"
+            checked={salesforceActionEnabled}
+            onCheckedChange={(checked) => {
+              setSalesforceActionEnabled(checked);
+            }}
+          />
+        </div>
+
+        {salesforceActionEnabled ? (
+          <>
+            <hr className="mt-4 border" />
+
+            {form.team && (
+              <>
+                <div className="mt-2">
+                  <p>Credential to use</p>
+                  <Select
+                    options={credentialOptions}
+                    value={selectedCredential}
+                    onChange={(option) => {
+                      if (!option) {
+                        return;
+                      }
+                      setSelectedCredential(option);
+                    }}
+                  />
+                </div>
+
+                <hr className="mt-4 border" />
+              </>
+            )}
+
+            <div className="mt-2">
+              <div className="grid grid-cols-5 gap-4">
+                <div>{t("field_name")}</div>
+                <div>{t("field_type")}</div>
+                <div>{t("value")}</div>
+                <div>{t("when_to_write")}</div>
+              </div>
+              <div>
+                {Object.keys(salesforceWriteToRecordObject).map((key) => {
+                  const action =
+                    salesforceWriteToRecordObject[key as keyof typeof salesforceWriteToRecordObject];
+                  return (
+                    <div className="mt-2 grid grid-cols-5 gap-4" key={key}>
+                      <div>
+                        <InputField value={key} readOnly />
+                      </div>
+                      <div>
+                        <Select
+                          value={fieldTypeOptions.find((option) => option.value === action.fieldType)}
+                          isDisabled={true}
+                        />
+                      </div>
+                      <div>
+                        <InputField value={action.value} readOnly />
+                      </div>
+                      <div>
+                        <Select
+                          value={whenToWriteToRecordOptions.find(
+                            (option) => option.value === action.whenToWrite
+                          )}
+                          isDisabled={true}
+                        />
+                      </div>
+                      <div>
+                        <Button
+                          StartIcon="trash"
+                          variant="icon"
+                          color="destructive"
+                          onClick={() => {
+                            const newActions = { ...salesforceWriteToRecordObject };
+                            delete newActions[key];
+                            setSalesforceWriteToRecordObject(newActions);
+                          }}
+                        />
+                      </div>
+                    </div>
+                  );
+                })}
+                <div className="mt-2 grid grid-cols-5 gap-4">
+                  <div>
+                    <InputField
+                      value={newSalesforceAction.field}
+                      onChange={(e) =>
+                        setNewSalesforceAction({
+                          ...newSalesforceAction,
+                          field: e.target.value,
+                        })
+                      }
+                    />
+                  </div>
+                  <div>
+                    <Select
+                      options={fieldTypeOptions}
+                      value={selectedFieldType}
+                      onChange={(e) => {
+                        if (e) {
+                          setSelectedFieldType(e);
+                          setNewSalesforceAction({
+                            ...newSalesforceAction,
+                            fieldType: e.value,
+                          });
+                        }
+                      }}
+                    />
+                  </div>
+                  <div>
+                    <InputField
+                      value={newSalesforceAction.value}
+                      onChange={(e) =>
+                        setNewSalesforceAction({
+                          ...newSalesforceAction,
+                          value: e.target.value,
+                        })
+                      }
+                    />
+                  </div>
+                  <div>
+                    <Select
+                      options={whenToWriteToRecordOptions}
+                      value={selectedWhenToWrite}
+                      onChange={(e) => {
+                        if (e) {
+                          setSelectedWhenToWrite(e);
+                          setNewSalesforceAction({
+                            ...newSalesforceAction,
+                            whenToWrite: e.value,
+                          });
+                        }
+                      }}
+                    />
+                  </div>
+                </div>
+              </div>
+              <Button
+                className="mt-2"
+                size="sm"
+                disabled={
+                  !(
+                    newSalesforceAction.field &&
+                    newSalesforceAction.fieldType &&
+                    newSalesforceAction.value &&
+                    newSalesforceAction.whenToWrite
+                  )
+                }
+                onClick={() => {
+                  if (Object.keys(salesforceWriteToRecordObject).includes(newSalesforceAction.field.trim())) {
+                    showToast("Field already exists", "error");
+                    return;
+                  }
+
+                  setSalesforceWriteToRecordObject({
+                    ...salesforceWriteToRecordObject,
+                    [newSalesforceAction.field]: {
+                      fieldType: newSalesforceAction.fieldType,
+                      value: newSalesforceAction.value,
+                      whenToWrite: newSalesforceAction.whenToWrite,
+                    },
+                  });
+
+                  setNewSalesforceAction({
+                    field: "",
+                    fieldType: selectedFieldType.value,
+                    value: "",
+                    whenToWrite: WhenToWriteToRecord.FIELD_EMPTY,
+                  });
+                }}>
+                {t("add_new_field")}
+              </Button>
+            </div>
+          </>
+        ) : null}
+      </div>
+      <div className="mt-2 flex justify-end">
+        <Button
+          size="sm"
+          disabled={mutation.isPending}
+          onClick={() => {
+            mutation.mutate({
+              formId: form.id,
+              data: {
+                writeToRecordObject: salesforceWriteToRecordObject,
+              },
+              actionType: IncompleteBookingActionType.SALESFORCE,
+              enabled: salesforceActionEnabled,
+              credentialId: selectedCredential?.value ?? data.credentials[0].id,
+            });
+          }}>
+          {t("save")}
+        </Button>
+      </div>
+    </>
+  );
+}
+
+export default function IncompleteBookingPage({
+  form,
+  appUrl,
+  enrichedWithUserProfileForm,
+}: inferSSRProps<typeof getServerSideProps> & { appUrl: string }) {
+  return (
+    <SingleForm
+      form={form}
+      appUrl={appUrl}
+      enrichedWithUserProfileForm={enrichedWithUserProfileForm}
+      Page={Page}
+    />
+  );
+}
+
+IncompleteBookingPage.getLayout = (page: React.ReactElement) => {
+  return (
+    <Shell backPath="/apps/routing-forms/forms" withoutMain={true}>
+      {page}
+    </Shell>
+  );
+};
+
+export { getServerSideProps };
@@ -7,8 +7,10 @@ import { ZDeleteFormInputSchema } from "./deleteForm.schema";
 import { ZFormMutationInputSchema } from "./formMutation.schema";
 import { ZFormQueryInputSchema } from "./formQuery.schema";
 import { ZGetAttributesForTeamInputSchema } from "./getAttributesForTeam.schema";
+import { ZGetIncompleteBookingSettingsInputSchema } from "./getIncompleteBookingSettings.schema";
 import { forms } from "./procedures/forms";
 import { ZReportInputSchema } from "./report.schema";
+import { ZSaveIncompleteBookingSettingsInputSchema } from "./saveIncompleteBookingSettings.schema";

 // eslint-disable-next-line @typescript-eslint/ban-types
 const UNSTABLE_HANDLER_CACHE: Record<string, Function> = {};
@@ -88,6 +90,26 @@ const appRoutingForms = router({
      );
      return handler({ ctx, input });
    }),
+
+  getIncompleteBookingSettings: authedProcedure
+    .input(ZGetIncompleteBookingSettingsInputSchema)
+    .query(async ({ ctx, input }) => {
+      const handler = await getHandler(
+        "getIncompleteBookingSettings",
+        () => import("./getIncompleteBookingSettings.handler")
+      );
+      return handler({ ctx, input });
+    }),
+
+  saveIncompleteBookingSettings: authedProcedure
+    .input(ZSaveIncompleteBookingSettingsInputSchema)
+    .mutation(async ({ ctx, input }) => {
+      const handler = await getHandler(
+        "saveIncompleteBookingSettings",
+        () => import("./saveIncompleteBookingSettings.handler")
+      );
+      return handler({ ctx, input });
+    }),
 });

 export default appRoutingForms;
@@ -0,0 +1,96 @@
+import type { PrismaClient } from "@calcom/prisma";
+import { TRPCError } from "@calcom/trpc/server";
+import type { TrpcSessionUser } from "@calcom/trpc/server/trpc";
+
+import { enabledIncompleteBookingApps } from "../lib/enabledIncompleteBookingApps";
+import type { TGetIncompleteBookingSettingsInputSchema } from "./getIncompleteBookingSettings.schema";
+
+interface GetIncompleteBookingSettingsOptions {
+  ctx: {
+    prisma: PrismaClient;
+    user: NonNullable<TrpcSessionUser>;
+  };
+  input: TGetIncompleteBookingSettingsInputSchema;
+}
+
+const getInCompleteBookingSettingsHandler = async (options: GetIncompleteBookingSettingsOptions) => {
+  const {
+    ctx: { prisma },
+    input,
+  } = options;
+
+  const [incompleteBookingActions, form] = await Promise.all([
+    prisma.app_RoutingForms_IncompleteBookingActions.findMany({
+      where: {
+        formId: input.formId,
+      },
+    }),
+    prisma.app_RoutingForms_Form.findFirst({
+      where: {
+        id: input.formId,
+      },
+      select: {
+        userId: true,
+        teamId: true,
+      },
+    }),
+  ]);
+
+  if (!form) {
+    throw new TRPCError({
+      code: "NOT_FOUND",
+      message: "Form not found",
+    });
+  }
+
+  const teamId = form?.teamId;
+  const userId = form.userId;
+
+  if (teamId) {
+    // Need to get the credentials for the team and org
+    const orgQuery = await prisma.team.findFirst({
+      where: {
+        id: teamId,
+      },
+      select: {
+        parentId: true,
+      },
+    });
+
+    const credentials = await prisma.credential.findMany({
+      where: {
+        appId: {
+          in: enabledIncompleteBookingApps,
+        },
+        teamId: {
+          in: [teamId, ...(orgQuery?.parentId ? [orgQuery.parentId] : [])],
+        },
+      },
+      include: {
+        team: {
+          select: {
+            name: true,
+          },
+        },
+      },
+    });
+
+    return { incompleteBookingActions, credentials };
+  }
+
+  if (userId) {
+    // Assume that a user will have one credential per app
+    const credential = await prisma.credential.findFirst({
+      where: {
+        appId: {
+          in: enabledIncompleteBookingApps,
+        },
+        userId,
+      },
+    });
+
+    return { incompleteBookingActions, credentials: credential ? [{ ...credential, team: null }] : [] };
+  }
+};
+
+export default getInCompleteBookingSettingsHandler;
@@ -0,0 +1,9 @@
+import z from "zod";
+
+export const ZGetIncompleteBookingSettingsInputSchema = z.object({
+  formId: z.string(),
+});
+
+export type TGetIncompleteBookingSettingsInputSchema = z.infer<
+  typeof ZGetIncompleteBookingSettingsInputSchema
+>;
@@ -0,0 +1,78 @@
+import logger from "@calcom/lib/logger";
+import type { PrismaClient } from "@calcom/prisma";
+import { TRPCError } from "@calcom/trpc/server";
+import type { TrpcSessionUser } from "@calcom/trpc/server/trpc";
+
+import incompleteBookingActionDataSchemas from "../lib/incompleteBooking/actionDataSchemas";
+import type { TSaveIncompleteBookingSettingsInputSchema } from "./saveIncompleteBookingSettings.schema";
+
+const log = logger.getSubLogger({ prefix: ["incomplete-booking"] });
+
+interface SaveIncompleteBookingSettingsOptions {
+  ctx: {
+    prisma: PrismaClient;
+    user: NonNullable<TrpcSessionUser>;
+  };
+  input: TSaveIncompleteBookingSettingsInputSchema;
+}
+
+const saveIncompleteBookingSettingsHandler = async (options: SaveIncompleteBookingSettingsOptions) => {
+  const {
+    ctx: { prisma },
+    input,
+  } = options;
+
+  const { formId, actionType, data } = input;
+
+  const dataSchema = incompleteBookingActionDataSchemas[actionType];
+
+  if (!dataSchema) {
+    throw new TRPCError({
+      code: "NOT_FOUND",
+      message: "Action data schema not found",
+    });
+  }
+
+  const parsedData = dataSchema.safeParse(data);
+
+  if (!parsedData.success) {
+    log.error("Data is not valid", data, parsedData.error);
+    throw new TRPCError({
+      code: "BAD_REQUEST",
+      message: "Data is not valid",
+    });
+  }
+
+  // Check to see if the action already exists
+  const existingAction = await prisma.app_RoutingForms_IncompleteBookingActions.findFirst({
+    where: {
+      formId: formId,
+      actionType: actionType,
+    },
+  });
+
+  if (existingAction) {
+    await prisma.app_RoutingForms_IncompleteBookingActions.update({
+      where: {
+        id: existingAction.id,
+      },
+      data: {
+        data: parsedData.data,
+        enabled: input.enabled,
+        credentialId: input?.credentialId,
+      },
+    });
+  } else {
+    await prisma.app_RoutingForms_IncompleteBookingActions.create({
+      data: {
+        formId: formId,
+        actionType: actionType,
+        data: parsedData.data,
+        enabled: input.enabled,
+        credentialId: input?.credentialId,
+      },
+    });
+  }
+};
+
+export default saveIncompleteBookingSettingsHandler;
@@ -0,0 +1,15 @@
+import z from "zod";
+
+import { IncompleteBookingActionType } from "@calcom/prisma/enums";
+
+export const ZSaveIncompleteBookingSettingsInputSchema = z.object({
+  formId: z.string(),
+  actionType: z.nativeEnum(IncompleteBookingActionType),
+  data: z.record(z.any()).optional(),
+  enabled: z.boolean(),
+  credentialId: z.number().optional(),
+});
+
+export type TSaveIncompleteBookingSettingsInputSchema = z.infer<
+  typeof ZSaveIncompleteBookingSettingsInputSchema
+>;
@@ -17,6 +17,7 @@ import type { CRM, Contact, CrmEvent } from "@calcom/types/CrmService";
 import type { ParseRefreshTokenResponse } from "../../_utils/oauth/parseRefreshTokenResponse";
 import parseRefreshTokenResponse from "../../_utils/oauth/parseRefreshTokenResponse";
 import { default as appMeta } from "../config.json";
+import type { writeToRecordDataSchema } from "../zod";
 import {
  SalesforceRecordEnum,
  SalesforceFieldType,
@@ -962,7 +963,7 @@ export default class SalesforceCRMService implements CRM {
    existingFields: Field[];
    personRecord: Record<string, any>;
    onBookingWriteToRecordFields: Record<string, any>;
-    startTime: string;
+    startTime?: string;
    bookingUid?: string | null;
    organizerEmail?: string;
    calEventResponses?: CalEventResponses | null;
@@ -989,7 +990,7 @@ export default class SalesforceCRMService implements CRM {
          if (extractedText) {
            writeOnRecordBody[field.name] = extractedText;
          }
-        } else if (field.type === SalesforceFieldType.DATE) {
+        } else if (field.type === SalesforceFieldType.DATE && startTime && organizerEmail) {
          const dateValue = await this.getDateFieldValue(
            fieldConfig.value,
            startTime,
@@ -1239,4 +1240,60 @@ export default class SalesforceCRMService implements CRM {
    const response = await checkIfFreeEmailDomain(attendeeEmail);
    return response;
  }
+
+  async incompleteBookingWriteToRecord(
+    email: string,
+    writeToRecordObject: z.infer<typeof writeToRecordDataSchema>
+  ) {
+    const conn = await this.conn;
+
+    let personRecord: { Id: string; Email: string; recordType: SalesforceRecordEnum } | null = null;
+
+    // Prioritize contacts over leads
+    const contactsQuery = await conn.query(
+      `SELECT Id, Email FROM ${SalesforceRecordEnum.CONTACT} WHERE Email = '${email}'`
+    );
+
+    if (contactsQuery.records.length) {
+      personRecord = {
+        ...(contactsQuery.records[0] as { Id: string; Email: string }),
+        recordType: SalesforceRecordEnum.CONTACT,
+      };
+    }
+
+    const leadsQuery = await conn.query(
+      `SELECT Id, Email FROM ${SalesforceRecordEnum.LEAD} WHERE Email = '${email}'`
+    );
+
+    if (leadsQuery.records.length) {
+      personRecord = {
+        ...(leadsQuery.records[0] as { Id: string; Email: string }),
+        recordType: SalesforceRecordEnum.LEAD,
+      };
+    }
+
+    if (!personRecord) {
+      throw new Error(`No contact or lead found for email ${email}`);
+    }
+    // Ensure the fields exist on the record
+    const existingFields = await this.ensureFieldsExistOnObject(
+      Object.keys(writeToRecordObject),
+      personRecord.recordType
+    );
+
+    const writeOnRecordBody = await this.buildRecordUpdatePayload({
+      existingFields,
+      personRecord,
+      onBookingWriteToRecordFields: writeToRecordObject,
+    });
+    await conn
+      .sobject(personRecord.recordType)
+      .update({
+        Id: personRecord.Id,
+        ...writeOnRecordBody,
+      })
+      .catch((e) => {
+        this.log.error(`Error updating person record for contactId ${personRecord?.Id}`, e);
+      });
+  }
 }
@@ -0,0 +1,33 @@
+import logger from "@calcom/lib/logger";
+
+import { CredentialRepository } from "../../../../lib/server/repository/credential";
+import { routingFormIncompleteBookingDataSchema } from "../../zod";
+import SalesforceCRMService from "../CrmService";
+
+const log = logger.getSubLogger({ prefix: ["incomplete-booking: salesforce"] });
+
+export const incompleteBookingAction = async (action: any, email: string) => {
+  const dataParse = routingFormIncompleteBookingDataSchema.safeParse(action.data);
+
+  if (!dataParse.success) {
+    log.error(`Incomplete booking action data is not valid: ${dataParse.error}`);
+    return;
+  }
+
+  const { writeToRecordObject } = dataParse.data;
+
+  const credential = await CredentialRepository.findFirstByIdWithKeyAndUser({ id: action.credentialId });
+
+  if (!credential) {
+    log.error(`Credential with id ${action.credentialId} not found`);
+    return;
+  }
+
+  if (writeToRecordObject) {
+    const crm = new SalesforceCRMService(credential, {});
+
+    await crm.incompleteBookingWriteToRecord(email, writeToRecordObject);
+  }
+
+  return;
+};
@@ -3,12 +3,21 @@ import { z } from "zod";
 import { eventTypeAppCardZod } from "../eventTypeAppCardZod";
 import { SalesforceRecordEnum, WhenToWriteToRecord, SalesforceFieldType } from "./lib/enums";

-const writeToRecordEntry = z.object({
+const writeToBookingEntry = z.object({
  value: z.string(),
  fieldType: z.nativeEnum(SalesforceFieldType),
  whenToWrite: z.nativeEnum(WhenToWriteToRecord),
 });

+export const writeToRecordEntrySchema = z.object({
+  field: z.string(),
+  fieldType: z.nativeEnum(SalesforceFieldType),
+  value: z.string(),
+  whenToWrite: z.nativeEnum(WhenToWriteToRecord),
+});
+
+export const writeToRecordDataSchema = z.record(z.string(), writeToBookingEntry);
+
 export const routingFormOptions = z
  .object({
    rrSkipToAccountLookupField: z.boolean().optional(),
@@ -16,6 +25,10 @@ export const routingFormOptions = z
  })
  .optional();

+export const routingFormIncompleteBookingDataSchema = z.object({
+  writeToRecordObject: writeToRecordDataSchema.optional(),
+});
+
 const optionalBooleanOnlyRunTimeValidation = z
  .any()
  .refine((val) => typeof val === "boolean" || val === undefined)
@@ -40,7 +53,7 @@ export const appDataSchema = eventTypeAppCardZod.extend({
  sendNoShowAttendeeData: z.boolean().optional(),
  sendNoShowAttendeeDataField: z.string().optional(),
  onBookingWriteToRecord: z.boolean().optional(),
-  onBookingWriteToRecordFields: z.record(z.string(), writeToRecordEntry).optional(),
+  onBookingWriteToRecordFields: z.record(z.string(), writeToBookingEntry).optional(),
  ignoreGuests: z.boolean().optional(),
 });

@@ -1,5 +1,6 @@
 import { z } from "zod";

+import incompleteBookingActionFunctions from "@calcom/app-store/routing-forms/lib/incompleteBooking/actionFunctions";
 import type { FORM_SUBMITTED_WEBHOOK_RESPONSES } from "@calcom/app-store/routing-forms/trpc/utils";
 import { sendGenericWebhookPayload } from "@calcom/features/webhooks/lib/sendPayload";
 import prisma from "@calcom/prisma";
@@ -43,7 +44,6 @@ export const ZTriggerFormSubmittedNoEventWebhookPayloadSchema = z.object({
 export async function triggerFormSubmittedNoEventWebhook(payload: string): Promise<void> {
  const { webhook, responseId, form, redirect, responses } =
    ZTriggerFormSubmittedNoEventWebhookPayloadSchema.parse(JSON.parse(payload));
-
  const bookingFromResponse = await prisma.booking.findFirst({
    where: {
      routedFromRoutingFormReponse: {
@@ -81,7 +81,6 @@ export async function triggerFormSubmittedNoEventWebhook(payload: string): Promi
      return typeof value === "string" && value.includes("@");
    }
  )?.value;
-
  // Check for duplicate email in recent responses
  const hasDuplicate =
    emailValue &&
@@ -114,4 +113,24 @@ export async function triggerFormSubmittedNoEventWebhook(payload: string): Promi
  }).catch((e) => {
    console.error(`Error executing FORM_SUBMITTED_NO_EVENT webhook`, webhook, e);
  });
+
+  // See if there are other incomplete booking actions
+  const incompleteBookingActions = await prisma.app_RoutingForms_IncompleteBookingActions.findMany({
+    where: {
+      formId: form.id,
+    },
+  });
+
+  if (incompleteBookingActions) {
+    for (const incompleteBookingAction of incompleteBookingActions) {
+      const actionType = incompleteBookingAction.actionType;
+
+      // Get action function
+      const bookingActionFunction = incompleteBookingActionFunctions[actionType];
+
+      if (emailValue) {
+        await bookingActionFunction(incompleteBookingAction, emailValue);
+      }
+    }
+  }
 }
@@ -0,0 +1,17 @@
+-- CreateEnum
+CREATE TYPE "IncompleteBookingActionType" AS ENUM ('SALESFORCE');
+
+-- CreateTable
+CREATE TABLE "App_RoutingForms_IncompleteBookingActions" (
+    "id" SERIAL NOT NULL,
+    "formId" TEXT NOT NULL,
+    "actionType" "IncompleteBookingActionType" NOT NULL,
+    "data" JSONB NOT NULL,
+    "enabled" BOOLEAN NOT NULL DEFAULT true,
+    "credentialId" INTEGER,
+
+    CONSTRAINT "App_RoutingForms_IncompleteBookingActions_pkey" PRIMARY KEY ("id")
+);
+
+-- AddForeignKey
+ALTER TABLE "App_RoutingForms_IncompleteBookingActions" ADD CONSTRAINT "App_RoutingForms_IncompleteBookingActions_formId_fkey" FOREIGN KEY ("formId") REFERENCES "App_RoutingForms_Form"("id") ON DELETE CASCADE ON UPDATE CASCADE;
@@ -979,24 +979,25 @@ model App {
 }

 model App_RoutingForms_Form {
-  id          String                          @id @default(cuid())
-  description String?
-  position    Int                             @default(0)
-  routes      Json?
-  createdAt   DateTime                        @default(now())
-  updatedAt   DateTime                        @updatedAt
-  name        String
-  fields      Json?
-  user        User                            @relation("routing-form", fields: [userId], references: [id], onDelete: Cascade)
+  id                       String                                      @id @default(cuid())
+  description              String?
+  position                 Int                                         @default(0)
+  routes                   Json?
+  createdAt                DateTime                                    @default(now())
+  updatedAt                DateTime                                    @updatedAt
+  name                     String
+  fields                   Json?
+  user                     User                                        @relation("routing-form", fields: [userId], references: [id], onDelete: Cascade)
  // This is the user who created the form and also the user who has read-write access to the form
  // If teamId is set, the members of the team would also have access to form readOnly or read-write depending on their permission level as team member.
-  userId      Int
-  team        Team?                           @relation(fields: [teamId], references: [id], onDelete: Cascade)
-  teamId      Int?
-  responses   App_RoutingForms_FormResponse[]
-  disabled    Boolean                         @default(false)
+  userId                   Int
+  team                     Team?                                       @relation(fields: [teamId], references: [id], onDelete: Cascade)
+  teamId                   Int?
+  responses                App_RoutingForms_FormResponse[]
+  disabled                 Boolean                                     @default(false)
  /// @zod.custom(imports.RoutingFormSettings)
-  settings    Json?
+  settings                 Json?
+  incompleteBookingActions App_RoutingForms_IncompleteBookingActions[]

  @@index([userId])
  @@index([disabled])
@@ -1809,3 +1810,17 @@ model Watchlist {
  @@unique([type, value])
  @@index([type, value])
 }
+
+enum IncompleteBookingActionType {
+  SALESFORCE
+}
+
+model App_RoutingForms_IncompleteBookingActions {
+  id           Int                         @id @default(autoincrement())
+  form         App_RoutingForms_Form       @relation(fields: [formId], references: [id], onDelete: Cascade)
+  formId       String
+  actionType   IncompleteBookingActionType
+  data         Json
+  enabled      Boolean                     @default(true)
+  credentialId Int?
+}
				`@@ -0,0 +1 @@`
				`export const enabledIncompleteBookingApps = ["salesforce"];`