Create Lead in Sugar CRM

This bot creates Lead in Leads module of Sugar CRM, for every row in the excel file.

Sales

Create Lead in Sugar CRM

Create Lead in Sugar CRM

This bot creates Lead in Leads module of Sugar CRM, for every row in the excel file.

Create Lead in Sugar CRM

This bot creates Lead in Leads module of Sugar CRM, for every row in the excel file. This bot is developed by PeopleShores.


Features

This bot can create leads in Leads module of Sugar CRM, for every row in the excel file

Benefits

Automated lead creation at scale. Can be run at any desired frequency.


Inputs

Company_Size, Lead_Score,Company_Description,Campaign,Industry,Description,Status,Status_Description,Lead_Source,Lead_Source_Description,Assigned_To,Opportunity_Amount,Number_Of_Teams,Teams,Education,Education_Additional,Previous_Jobs,Company_Location,Year_Founded,Industry_Tags,NAICS_Code,SIC_Code,FY_End,Facebook_Link,Twitter_Link,Company_Facebook,Company_Twitter,Email_2,Email_3,Email_4.....

Output

A lead in Leads module of Sugar CRM will be created.


More Details

This requires a Sugar CRM account and correct Lead creation parameters to be added in input file provided with the download zip. For more details about input variables refer to readme provided.

Owner Contact Info

Vendor image

Pre-install Checks

AAE v11.x


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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