Process and Email New Sales Leads

This bot extracts new lead data from emails, assigns leads to the correct sales person, and emails the new lead an introductory email.

Top Benefits

  • Simplify your lead management process
  • Improve sales team productivity by automating new lead emails
  • Accurately assign leads to the correct sales person

Tasks

  • Monitor email inbox for new leads to be processed
  • Save the email content in structured format in Excel
  • Assign the lead to the correct sales person based on lead location
  • Send introductory email to the new lead and CCs the sales person

This bot extracts new lead data from emails, assigns leads to the correct sales person, and emails the new lead an introductory email.

Currently, many sales teams need to monitor email inboxes for new leads from various lead sources such as India Mart and Just Dial. Instead, use this bot to automate this process and enable your sales team to focus more of their time on high-value follow ups.

Success!

The download of Process and Email New Sales Leads will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
27
Vendor
Automation Type
Bot
Last Updated
December 9, 2020
First Published
February 7, 2020
Platform
11.3
ReadMe
ReadMe
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

See the Bot in Action

Lead Management Input File
Lead Management Task Bot
Lead Management Output Log File
Lead Management Output Log Structured File
Lead Management Process Lead Mail Format
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Lead Management Input File
Lead Management Task Bot
Lead Management Output Log File
Lead Management Output Log Structured File
Lead Management Process Lead Mail Format

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

  • Lead Management Config File with the input file name and path
  • Sales person mapping list should be present with Name, City, State, Email Address as columns
  • Lead Management Log Excel File

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

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