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Patra Company Case Study - Marketing and Advertising

Integrated CRM with Multiple Data Sources

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The summary.

Patra Company, a digital marketing agency, needed to connect its CRM tool to data sources via APIs. We Built API integrations with HubSpot, Outlook, and Gsuite and streamlined data exports by including an automated feature that pulls data from JSON database and assembles it into a PDF document.

PatraCompany
2years
Engagement length
Main technologies used
Engagement model

“BairesDev has been incredibly accommodating of the project’s broad and often unclear attributes. They have provided critical counsel that has guided the whole project. This level of commitment is remarkable and hard to come by. They produced the highest-quality work.”

Business Development, Patra Company

About PatraCompany

PatraCompany is a digital marketing agency. They specialize in video and inbound marketing. Founded in 2011, they help clients build brand awareness, design their website, nurture leads, and grow revenue.

The challenge.

Patra needed skilled developers to help with their Platform as a Service (PaaS). They have a CRM tool that gives customers access to data to nurture leads. They needed to connect the software via APIs to other data sources, including HubSpot, Outlook, and GSuite. They required software engineers to assist with custom software development.  

Patra needed skilled developers to help with their CRM tool that gives customers access to data to nurture leads. They needed to connect the software via APIs to other data sources, including HubSpot, Outlook, and GSuite.

The solution.

We helped Patra Company with 3 projects. We worked on the PatraSAS, a CRM web application, and 2 API projects. The APIs were built to help customers track brewery and bike production.

The outcome

The outcome.

During our 2-year engagement, we: 

  • Conducted comparative performance testing, evaluating different models, and storage types
  • Included a new module called Products Submittal in their web application. This is useful for adding a large product catalog with different levels of attributes determined by MySQL fields 
  • Built API integrations with HubSpot, Outlook, and Gsuite 
  • Added a feature to their CRM that pulls data from JSON database and assembles it into a PDF document. This has streamlined data exports and made data more accessible
  • Automated deployments in AWS.
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