How the need to edit and activate Automations lead to discovery of a novel API call for Hapi Cloud

Client Overview

Context

Hapi provides technical solutions for a multitude of hospitality giants. They set up the sales and marketing platforms on Salesforce for their clients. They wanted an all-encompassing app that will help their clients set up the basic wireframe of Salesforce Marketing Cloud, all with a few clicks.  While developing this app for Hapi, there was a need to create and modify automations with a click. This, though possible with the existing APIs, came with a very limited set of functionality.  

The Hapi Guest for Marketing Cloud App is used to create Hapi assets in a client org with the click of a button. Automations consisting of multiple SQL activities also form a part of these assets. Since the app provides the users an option to update their data structure, there was a requirement of updating the automations as well. The current APIs that exist in Salesforce comes with the functionality of creating automations and modifying their names and their schedule. These functionalities, even though are extremely useful, come with limitations. The objective was to discover and design an API call that can enhance other aspects of the automations as well like the addition of new activities and modifying old activities in existing automation.  

Objective
Solution

This challenge of modifying the already existing automations was met by the developers at Genetrix Technology with open arms. An API call was developed that could not only add activities to existing automation but also modify the sequence of the steps and add activities to the specified steps. This addition to the current API call can now be used for various other solutions and functionality that will be a part of the Hapi Guest for Marketing Cloud App. 

ABOUT THE CLIENT

Hapi was started in 2016 with the idea to revolutionize the hospitality industry. They provide end-to-end integration for their partners which helps them curate a 360-degree view of their guests. They provide time and cost-effective solutions which limit the dependence of hotels on different vendors and developers. Now, Hapi caters to the requirements of hundreds of hospitality and technology partners all over the world.   

ABOUT GENETRIX

Genetrix Technology is a holistic Salesforce solutions provider. We provide services to clients from across industry verticals: non-profit, health-care, finance, retail, technology and life-sciences. Our expertise lies in cross-cloud services that help organizations enhance their business and expand their profits.


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Technologies Used:

Challenges

Inefficient Data Management

Manual processes caused delays in lead entry, impacting sales productivity.

Lack of Integration.

Limited integration between Salesforce and Marketing Cloud hindered personalized customer interactions.

Time-consuming Lead Outreach

Manual scheduling processes slowed lead responses and team collaboration.

Objectives

Streamline Sales Cloud Data Model

Integrate Salesforce with Marketing Cloud

Implement Calendly Integration

Solution

Let’s

Connect

A 30 min no cost strategy session with cloud support expert

Outcome

Quote The Customer

“The Genetrix team was a breeze to work with and brought expertise from both sales and service cloud as well as marketing cloud. They dove into our processes, smoothed out wrinkles, and gave us a system that was tailor made to our business requirements.”

Product Lead

Tre’dish

Amanda Wong

Conclusion

Let’s Collaboration


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    Let’s Connect

    A 30 min no cost strategy session
    with cloud support expert

    Let’s Connect

    A 30 min no cost strategy session
    with cloud support expert