Creates Notes SugarCRM
This bot enables you to create multiple notes in SugarCRM from an Excel spreadsheet, under SugarCRM's Customer Support Lead Person
Top Benefits
- Fast
- Efficient
- Speed up process
Tasks
- Create notes
- Reads from Excel
- Alerts you when process is done
This bot enables you to create multiple notes in SugarCRM from an Excel spreadsheet, under SugarCRM's Customer Support Lead Person. This bot can save the user plenty of time during the day and will alert the user when the process is done. The user will need a SugarCRM account.
$50 USD per bot
Annual Subscription
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Customer Service & SupportInventory Management
- Category
- Artificial Intelligence
- Vendor
- Automation Type
- Bot
- Last Updated
- December 6, 2020
- First Published
- November 18, 2019
- Platform
- 11.3.3
See the Bot in Action
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
- Excel
- Input data