Create Opportunities in SugarCRM

This bot creates an Opportunity for Sugar CRM in the Senior Sales Representative persona, for every row in the excel file

Sales

Create Opportunities in SugarCRM

Create Opportunities in SugarCRM

This bot creates an Opportunity for Sugar CRM in the Senior Sales Representative persona, for every row in the excel file

Create Opportunities in SugarCRM

This bot creates an Opportunity for Sugar CRM in the Senior Sales Representative persona, for every row in the excel file. This bot is provided by PeopleShores.


Features

This bot can create opportunities in Sugar CRM, for every row in the excel file

Benefits

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


Inputs

Opportunity_Name,Account_Name,Tags,Next_Step, Type, Lead_Source, Campaign, Description, Teams, Assigned_To, Number_of_Revenue_Line_Items,Revenue_Line_Item,Expected_Close_Date,Likely,Best, Sales_Stage, Forecast,Product,Quantity, Assigned_To_RLI,Input_File,URL,vErrorFolder,vLogFolder,vSnapshotFolder,

Output

An Opportunity in Sugar CRM will be created to be published after it is approved for publishing.


More Details

This requires a Sugar CRM account and correct Knowledge Base Create Article 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

Download the bot from Bot Store. Unzip the zip archive. For first time users, create “Bot Store” folder under /My Tasks (on your local disk). Copy folder “CREATE ARTICLE SUGAR CRM -PEOPLESHORES” to above created Bot Store folder inside /My Tasks in Automation Anywhere folder on your local disk.


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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