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Technical requirements

We will need the following hardware and software for this project:

  • A PC with UiPath Community edition version 19.10.0 installed.
  • Chrome browser with the UiPath add-on.
  • The Apptivo Saas ERP application with the CRM module. You can sign up for free at https://www.apptivo.com.
  • Crunchbase. Go to https://www.crunchbase.com/register, enter the required details, and register for an account.

You can find the code files present in this chapter on GitHub at https://github.com/PacktPublishing/Robotic-Process-Automation-Projects/tree/master/CRMAutomation.

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