We have a somewhat old CRM System we use at our company. It doesn’t have an API access or any documentation, the only way to input data into the system is manually through a browser, however it has big buttons and a clear UI, so it works surprisingly well with UIPath.
We use Zapier’s Webhook feature to transfer incoming leads from our website into a Google Sheet where our consultants process these leads and also upload them manually into the CRM.
We would like to use UIPath to automatically insert the leads into our CRM, and the best way to do this would be to use a webhook as a Trigger.
Through the webhook, we would like to send through the lead data fields (probably in JSON format) and have UIPath read the data and insert it into the corresponding fields in our CRM.
So far I haven’t figured out how to set this up, or if it’s possible at all. I appreciate all help!