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.

Buy Now

$50 USD per bot
Annual Subscription

Free 30-Day Trial

Request quote for more purchase options

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
November 20, 2020
First Published
November 5, 2019
Enterprise Version
11.3.3.1
Support

See the Bot in Action

Bot logic
Creating Leads
Data input
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Bot logic
Creating Leads
Data input

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