- 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.
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
- SugarCRM account
- Input data
- Microsoft Excel