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Create SugarCRM Records

Save time and grow your business faster by automatically creating SugarCRM records with the Create SugarCRM Records Bot. No need for coding or manual data entry.
Try automation, it’s free!
What the Bot 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
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.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 75 Templates
  • Used in 71 Workspaces
  • Installed 352 times in the last 30 days
  • 98% success rate
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Get your automated workflows up and running in minutes with the Create SugarCRM Records. No coding required.

Map SugarCRM entity fields to document fields
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 multiple conditions and tell the Bot to run when all or some of them are executed
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.
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View the Bots log or use tags to check if the Bot ran successfully
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.
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Install the Create SugarCRM Records
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Eliminate repetitive tasks without a single line of code

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.

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).

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.
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