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AlanStevens
Helper I
Helper I

Tutorials - Data Entry from one web based CRM to Another Using RPA in Power Automate

Hi 

I'm very much a beginner learning how to build RPA robots within Power Automate. I am looking for a way to automate data entry copying data fields from one web based CRM (Hubspot) to another legacy web based CRM that has no API. 

 

I've searched for tutorial videos on how to do this but can only seem to find tutorials that show me how to move data from Excel sheets or SharePoint lists into a web based application. Rather from 1 application to another, scraping data fields that are on screen and inputting them into another CRM. Ideally, also looking for an attended RPA tutorial that will show me how to initiate inputs from users where there are decision points etc.

 

Could anyone point me in the direction of some tutorial videos to show me how to do this? 

Thanks

2 REPLIES 2
Nived_Nambiar
Resolver III
Resolver III

Hi @AlanStevens 

 

You can achive the same via using UIAUTOMATION [Browser Automation] using Power Automate Desktop

 

You have to do like below: 

 

1. Use the Extract details from webpage to extract text from crm (hubspot) fields 

Nived_Nambiar_0-1664964145343.png

 

 

2. Then enter the extracted details to another CRM using the Populate Text to webpage

 

Nived_Nambiar_1-1664964192757.png

 

 

You can use all browser related actions for your purposes.

 

This way it is possible

 

Mark it as solution if this helps you 

 

Thanks & Regards,

Nived N

MichaelAnnis
Super User
Super User

In my experience, I prefer to run reports out of my existing system (in this case HubSpot) and get them into Excel.  I've never used HubSpot but I would be surprised if you can't get the data you want into Excel.  So, use RPA to run the report and open Excel.

 

Now that you have all the data in Excel, you have all the information you need.  If the legacy CRM has import capabilities (say from csv), then manipulate the data in Excel and import it into the legacy CRM.  If not, just have RPA use the UIs and enter the information one row at a time, looping on the Excel Data.

 

If you need an input from the user at certain points there is a Message Box, where you can tell them what to do, or there is an InputBox where you can ask for a specific value or entry.  I use a message box when I need human interaction.  It may be a link I can get to via UI or something, so the message box appears and says "click All, then click OK here" so the flow pauses until they click OK.  For the InputBox, I had prices that had to be gotten from 7 different sites, so the flow went to the website and put in the dates and everything, but rather than spend hours trying to get the price from the html code of each website, I decided to just have the user look for it real quick and input it in.

 

Best of luck!

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