Create Opportunities SugarCRM

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

Top Benefits

  • Fast
  • Efficient
  • Speeds up process

Tasks

  • Create opportunities
  • Reads from Excel
  • Alerts the user when process is done

This bot creates an Opportunity for SugarCRM in the Senior Sales Representative persona, for every row in the excel file. This bot will save many man hours and save money for each use this bot does. This bot require a SugarCRM account and input data to use to fill out the opportunities.

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$50 USD per bot
Annual Subscription

Free 30-Day Trial

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Vendor
Automation Type
Bot
Last Updated
February 8, 2020
First Published
November 19, 2019
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

Opportunities
SugarCRM
Code
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Opportunities
SugarCRM
Code

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

  • Microsoft Excel
  • SugarCRM account
  • Input data