- Creates a campaign
- Reads from Excel
- Alerts user when it is done
This bot creates Campaigns in Campaigns module of Sugar CRM, for every row in the excel file. It only needs Microsoft Excel, input data, and a SugarCRM account. The user will be alerted when the bot is finished. This bot will easily save the user hours in a day.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Sugar CRM
- Input data