Create SugarCRM Records

Create SugarCRM Records

Conserve time and accelerate your business growth by effortlessly generating SugarCRM records with the Create SugarCRM Records Bot. Theres no requirement for programming or manual data input.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Create SugarCRM Records does
The Bot creates a SugarCRM record by transferring data from the document to the corresponding fields in a SugarCRM record based on the ‘if-this-then-that’ conditions you set.
When to use the Create SugarCRM Records
Install and configure the Bot to automatically create a new contact, product description, or order record in SugarCRM based on the collected information from a contact form, order form, etc.
Export Custom Values to Create SugarCRM Records

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, connect to your SugarCRM account. Once connected, select the SugarCRM entity and the related entity where a new record will be created. Then, specify what information from the document will be used to create the SugarCRM record.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select a signature field and tell the Bot to create a new SugarCRM record when this field has been signed.
Get a SugarCRM record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, data added to the document fields you specified will be used to create a new SugarCRM record.
Create SugarCRM Records

Install the Create SugarCRM Records to automate your document workflows

Start for free

Eliminate repetitive tasks without a single line of code

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Use Create SugarCRM Records Bot
Start a new Flow and import samples or create templates right in the system to enable the Bots option. Choose a wanted Bot from the list.
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Set it up
Open the Bot setup menu. Complete all of the required fields to define general and advanced options. Don’t forget about indicating activation circumstances to avoid false activations (you can add several circumstances).
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Figure out how it works
Implement the workflow and discover the results. Ensure that the software robots are working appropriately. If something goes wrong, check the Bots log to correct the mistakes and execute your Flow once again.