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Create SugarCRM Records

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.

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

4.5 out of 5

(37 votes)

You’ve already rated this bot

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.

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.

Try pre-built workflows to experience the Create SugarCRM Records in action

Budget Approval

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.

Learn more

Refund/Return Request

The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.

Learn more

Sales Discount Approval

The Sales Discount Approval Flow is used by Sales Departments to automate the process of approving special discounts for certain sales orders.

Learn more

Sales Order Cancellation

The Sales Order Cancellation Flow is used by sales departments to automate contract management processes and speed up customer data collection.

Learn more

Other Bots often used with the Create SugarCRM Records

Update SugarCRM Records

Pre-fill from SugarCRM Records

Export to SugarCRM

Rename Document

Enable Editing Tools

Send Webhook on Documents Opening Bot

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.