The task of this project was largely regarding third-party integration. The Petra team wanted to create a member portal for their team members, which meant that users could log in and view the most up-to-date events, webinars, workshops, and Action Docs that were uploaded by the Admin team. The primary challenge was that all of the data points themselves were created and hosted on independent platforms. Users of the member portal were already registered on Petra through Hubspot, however, all of the content itself was also being hosted in a WordPress backend. The key issues with respect to challenges were due to pulling data from independent platforms together and displaying it with authenticated user access. The portal needed to also allow for new users to be added to the list that was being hosted in Hubspot.
To tackle the problem of aggregating data from different platforms, we used REST APIs to get data from WordPress and Hubspot. The two sources of data were amalgamated into a new platform built on the powerful PHP Framework, Laravel. We developed a Hubspot app that established a critical link between the platform and Hubspot to get CRM data from Hubspot. We established REST APIs in WordPress to get the data on webinar and workshop data. We also built an administrator portal for managing CRUD operations for the users. User signups were limited to domains that were contained within the CRM; administrators could create users, update, and delete users. Existing domains were pre-listed in the Admin portal to simplify the user creation process and associating users with domains and companies. At TechMarcos, we firmly believe that approach has a significant impact on the eventual outcome of a business over the long haul; we take considerable care to ensure that our approach works effectively and provides value.
