Create Lead SugarCRM
Quickly and accurately create leads in the Leads module of Sugar CRM
Top Benefits
- Fast - processing as compared to human data entry is multiple times faster
- Accurate - don't worry about operators missing keystrokes or filling data into incorrect fields
- Reliable - data entry is done the same way every time so the bot can always be consistent
Tasks
- Create leads in an Excel Spreadsheet
- Input the leads data into the bot
- Run the bot to create the new leads in the Sugar CRM Leads module
This bot can create leads in Leads module of Sugar CRM for every row in a provided Excel file. This bot helps organizations speed up the process of creating leads in their system while also improving data accuracy. A Sugar CRM account and an Excel file for leads are required for processing.
$50 USD per bot
Annual Subscription
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Sales
- Category
- Banking and Financial ServicesProductivity
- Vendor
- Automation Type
- Bot
- Last Updated
- November 20, 2020
- First Published
- November 5, 2019
- Platform
- 11.3.3.1
See the Bot in Action
Setup Process
Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the Bot is ready to get going!
Requirements and Inputs
- SugarCRM account
- Input data
- Microsoft Excel