Project overview

Organizations add customers all the time, and we can do this and update their information within the Customer Relationship Management (CRM) system. Customer information such as key contacts, email, phone, address, website, and social media information is looked up using websites such as Hoover, D&B, and so on and kept updated. Here is a high-level workflow for the project:

In this CRM project, we will extract the list of customers to be updated from the CRM application known as Apptivo. Automation will then open up Crunchbase, a third-party site that provides company information. It will search and capture the website and social media data for each customer. This data will then be used to search and update the customer record in Apptivo. 

Now, let's look at the project's components and walk through the creation of Automation.