Add clients to the CRM system with StudioX
Customer Relationship Management (CRM) is crucial to maintaining a strong relationship with your clients. However, manually adding clients to the CRM system can be a time-consuming and boring process. That's where UiPath StudioX comes in.
In this video, a UiPath MVP, Thomas Janssen, will demonstrate how to create an automation workflow that adds clients to your CRM system quickly and efficiently. You'll see how UiPath StudioX can extract data from spreadsheets and then use that information to create new client profiles in your CRM system.
Related video demos
Video Demo
Gmail automation with StudioX
Uncover a quick way to effectively handle your inbox.
Video Demo
Extract and process data in Excel with StudioX
In this video, you will discover how to capture data from the web site and based on it create an MS Excel report with a pivot table and a chart.
Video Demo
UiPath Studio: One tool, one installer, every type of user
UiPath Studio provides the right automation canvas for every type of user to build great software robots, and gives organizations the right governance tools to manage it all.
Topics:
StudioXGet started on your automation journey
Talk to a UiPath expert and see how you can get started.