CRM-to-Persona Pipeline

Pull contacts from Salesforce via SOQL, group by title and industry, then create Mavera personas grounded in your actual buyer base

Scenario

Your marketing personas were built in a workshop, not from data. This job pulls contacts from Salesforce via SOQL, groups them by title and industry, then creates Mavera personas grounded in your actual buyer base. The result is a persona library that mirrors who really buys from you.

Architecture

Code

Python

import os, requests
from collections import defaultdict

SF   = os.environ["SALESFORCE_INSTANCE"]
SF_T = os.environ["SALESFORCE_ACCESS_TOKEN"]
MV_K = os.environ["MAVERA_API_KEY"]
SF_HEADERS = {"Authorization": f"Bearer {SF_T}"}
MV_HEADERS = {"Authorization": f"Bearer {MV_K}", "Content-Type": "application/json"}

soql = (
    "SELECT Name, Title, Industry, Description "
    "FROM Contact WHERE Industry = 'Technology'"
)
resp = requests.get(
    f"https://{SF}/services/data/v66.0/query",
    headers=SF_HEADERS,
    params={"q": soql},
)
resp.raise_for_status()
contacts = resp.json()["records"]

segments = defaultdict(list)
for c in contacts:
    key = (c.get("Title", "Unknown"), c.get("Industry", "Unknown"))
    segments[key].append(c)

created = []
for (title, industry), members in segments.items():
    if len(members) < 3:
        continue
    descs = [m.get("Description", "") for m in members if m.get("Description")]
    r = requests.post(
        "https://app.mavera.io/api/v1/personas",
        headers=MV_HEADERS,
        json={
            "name": f"{title} — {industry}",
            "description": (
                f"Derived from {len(members)} Salesforce contacts. "
                f"Role: {title}. Industry: {industry}. "
                f"Sample notes: {'; '.join(descs[:3])}"
            ),
        },
    )
    r.raise_for_status()
    created.append(r.json())

print(f"Created {len(created)} personas from {len(contacts)} contacts")

Example Output

{
  "created_count": 5,
  "personas": [
    { "id": "per_8xK2m", "name": "VP Engineering — Technology" },
    { "id": "per_3jR9n", "name": "Director of Product — Technology" },
    { "id": "per_1qW4p", "name": "CTO — Technology" },
    { "id": "per_6zL7s", "name": "Engineering Manager — Technology" },
    { "id": "per_9tY0v", "name": "Head of Data — Technology" }
  ]
}

SOQL returns a maximum of 2,000 records per page. For large orgs, follow nextRecordsUrl to paginate. Batch persona creation in groups of 10 to stay within Mavera rate limits.

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