This session is for users that want to natively integrate via APIs to read or write data to CRM systems as part of their automation initiatives. In this session you will hear from UiPath experts on: How to use the Integration Service and apply it in CRM use cases. How to create a connection with a Connector and using that connection in Studio. How connections work and how they relate to the Connector Activity Packs for both design time and the Robot runtime.

1. UiPath Integration Service for
CRM Automation

2. 2
UiPath offers a flexible and unified automation
approach for the fragmentation issue
APIs
User
Interfaces
To maximize automation benefits
UiPath Robots seamlessly work
with User Interfaces (UI) and APIs
Essential ingredient for automation
of a business process – from the
simplest to the most complex
Captures the full scope of
automation potential – including
long-tail employee work
Important for highest scale data
extraction, transfers, or updates
Complements existing
enterprise IT strategy

3. 3
UiPath Connector for Salesforce
UiPath Connector for Workato
Many more Technology Partner provided UiPath
Connectors available in the Marketplace
UiPath Connector for Tableau
Home Grown applications
or custom APIs
Option to Build and Publish
on Marketplace
Many more…
More choices to best suit your automation needs
Connector
Builder
Integration Service
Activity Packs
Create your own Integrations
to use throughout UiPath
(available in 2022)
Easily connect to the data
you need without code for
API based automations
UiPath
Connectors
Integration
Service Triggers
Start UiPath automations
natively in other platforms
& applications
Start UiPath automations
based on events in
other platforms
Expand your own integration
catalog to systems you need
Unique Integration Approach

4. Unlock more automation
opportunities with APIs
The UiPath Integration Service delivers
the tools and flexibility to solve any
automation challenge, faster and at scale.
Introducing
UiPath
Integration
Service

5. 5
What does UiPath Integration Service offer?
Flexible Automation
Seamlessly use UIs and APIs
in a single automation
Simplified Automation Design
Activity Packs provide uniform integration
experience across all our Studio designers.
Security and Governance
Automate more with governance
and reliability.
Triggers
Kick off automations with
server-side events
Connections
Easily setup and manage
connections with standardized auth
Large Library of Connectors
Automate nearly any system with
pre-built connectors

6. 6
Integration Service Architecture
Accelerate integration with API
automation with the Integration
Service that provides many
Connectors to systems you use
every day.
Easily authenticate to create
Connections to LOB systems &
platforms that can be reused
and shared.
More control on how you want
to manage and govern
Integrations
Studio
Integration Service Connector
Activity Pack(s)
• Connection
Integration Service
Connectors
• Connections
• Triggers
• Dedicated Integration Service
Activity Packs
Robot
Integration Service Connector
Activity Pack(s)
• Connection
Marketo

7. 7
Integration Service Activity Packs
Activity Methodology
1. Scope – Robot and Design Time
connection.
2. Business Activities – Dedicated
Activities for common operations
or simplified API abstraction
3. CRUD on Objects
4. Invoke – Non CRUD or other API
methods available by the system.
One or all options depending on the Connector

8. 8
Add a trigger
Create or Modify a
Process
The trigger will pass data to
the process
Add these Input Arguments
•UiPathEventConnector
•UiPathEvent
•UiPathEventObjectType
•UiPathEventObjectId
Trigger
Configure the Trigger
• Connector
• Connection
• Event
• Record
• Process
Connection
Setup a connection to the
system you want to trigger
from.
Process you want the
trigger to start Set up a trigger
Marketo

9. 9
Add a Trigger

10. 10
CRM Integrations
Package Names UiPath.{crm system}.IntegrationService.Activities
Marketo*
*Classic Activity Pack
Available Today
Marketo
Zoho
Available Early Next Year
Constant Contact

11. 11
Use Case: Contact > Lead > Opportunity
Marketo*
Contacts
& Lead
Leads &
Opportunities

12. 12
Use Case: Nurture Processes
Marketo
Leads
Sources
Outbound
communications
Mailchimp Constant Contact

13. 13
Use Case: Lead to Cash
Marketo
Contacts
& Lead
Leads &
Opportunities
Orders SAP Dynamics F&O Oracle ERP

14. 14
Sales
Order Processing
Multiple Contract
Agreement
Processing
Workflows
Mortgage
Payments:
Big Increase in
Service Requests
Use Cases

15. 15
Get Record
Get Salesforce
Opportunity Line Items
Invoke SAP BAPI
Create Sales Order
in SAP
Update Record
Update Salesforce
Opportunity
Salesforce Process:
Opportunity
Closed/Won
Orchestrator Job
Opportunity Stage:
Closed/Won
(Demo Link)
Use Case: SFDC Connector accelerates the
sales-to-order process across multiple systems
Challenge:
• How to automate sales order creation
and update records in Salesforce and
SAP without swivel-chair data entry
and creating workflows on two
different platforms.
Solution:
• Use UiPath’s integration for Salesforce
and SAP to create end-to-end
automation with record changes in
Salesforce.
Benefits:
• Fast: Instant native automation launch
from Salesforce (SFDC Connector)
• Lower Cost: Rather than hiring
various platform experts to implement
automation, use one platform in
UiPath across all automation needs
• Seamless: Bi-directional automation
with Salesforce and with SAP. It is
one end-to-end automation workflow.
Integration Service
Trigger

16. 16
Use Case: Real estate company streamlines lease closing
process, saving them weeks of swivel-chair data entry work
Challenge:
• A real estate company in Florida has multiple
manual steps using Smartsheet, DocuSign, and
SFDC to process one lease close or update—
prone to errors, long wait time, and lots of tedious
work for an already stretched back-office team.
Solution:
• Customer used the Salesforce and multiple other
UiPath integrations to manage the end-to-end
lease close process.
Benefits:
• Fast: No wait time for one department to process
each lease case—action instantly. Launched
automation in days.
• Reliable: Robots do not get tired; UiPath
platform completes end-to-end automation with
less error and on time.
• Simple: One automation platform to download,
learn, and deploy. One workflow experience.
• Results: Automation used on 300+ project
updates and drove weeks of time saved from
tedious data entry and back-office processes.
New
Opportunity
Lease
Negotiation
Tenant
Coordination
Certificate of
Occupancy
Closed Won
Tenant
Coordination
Certificate of
Occupancy
Open &
Operate

17. 17
• UiPath workflow was developed for automating the process
in less then a week and tested and implemented
• 100+ UiPath Bots (Initially solution was run in an Attended
mode and now it is being run in an Unattended mode)
deployed to clear the backlog.
How UiPath was able to help
Flow using UiPath
Customer
Request Processing
• If verification successful,
Bot makes necessary
deferral entries in the loan
account
• In case of exception, pass
to human
Loan officer
• Handles required exception
through Human in Loop
Loan management system
• Searches for the Customer
& Loan in Loan System
• Verify the eligibility criteria
Case Study Large UK Bank |
Mortgage Payment Deferral
Challenge:
• UK Regulators announce a payment holiday on
mortgages to help customers impacted by Covid-19
• 30X increase in volumes of customer requests received
for availing the benefit (Upwards of 80k)
• Huge request backlog to process
Solution:
• UiPath workflow automation was developed, tested and
implemented in less then a week
• 100+ UiPath Bots (attended mode and unattended
modes) deployed to clear the backlog
• At each Salesforce touchpoint, launch API-based
automation
Benefits:
• Scale: Able to process 30X request increase from 1st
announcement of this measure. Ready to respond to
any future shocks to the system.
• Fast: Quickly respond to large volume requests in days,
not weeks or months.
• Less Error: Even with large volume of workload
increase, process each request seamlessly based on
workflow rules.
Unattended robots
• Read the new requests in
Salesforce
• Download the documents, where
needed
Internet Banking/ Online
Form
• Request for Loan Deferral
by filling in required
information (period, CIF,
Loan details)
• Bot updates status of request
in Salesforce
• Notification sent to customer
with request status

18. 18

19. 19
Key Benefits for Using CRM Integrations
1
2
3
FAST
Scalable
Reliable &
Less Errors
4 Lower Cost
5 Simple
• No lines or waiting
• Instantly launch automation
• Scale across multiple platforms
• Respond to large workload changes
• Less breakage in API automation
• No human fatigue error
• Quickly deploy automation in days
• Do not need platform specialists
• One platform, one workflow for all
automation

20. 20
Thank you!