CRM Automation

Have you ever had to look up data from one application and update another system? 

There are many scenarios where people copy and move data between systems. Sometimes, "swivel chair activities" can occur, which can result in human errors. RPA can help us automate these activities to make them quicker while also eliminating any human errors. 

In this project, we will automate one such swivel chair activity in customer services. We will look up customer information on an external website and update that information in our Customer Relationship Management (CRM) system. 

This project will help you understand the following:

• Using RPA for swivel chair activities
• Looking up data on a third-party website
• CRM application Automation 
• Data scrapping in UiPath 
• Updating DataTable using UiPath
• Exception handling in UiPath
• Unit testing UiPath bots