Extracting the customer list from CRM

First, let's get the list of customers in the Apptivo CRM that we need to update. For that, we'll need to create a new Sequence and prepare the browser to record our customer's web activities.

We will start by adding a new Sequence within the Main Sequence. We will call this Get Customer List Sequence. Within this, we'll add a Try-Catch block activity for exception handling. Your Main workflow should now look like this:

Now, we are ready to add our Automation activities to the workflow.