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Export to SugarCRM

Home
Bots
Export to SugarCRM

Export to SugarCRM

Eliminate problems arising from manual data entry and ensure the accuracy and accountability of your business data. Automatically transfer documents to the SugarCRM record of your choice with the Export to SugarCRM Bot.

What the Bot does

The Bot uploads documents to the selected SugarCRM record based on the ‘if-this-then-that’ conditions you’ve set.

When to use

Install and configure the Bot to automatically attach completed documents such as sales quotes or sales orders to the SugarCRM record of your choice.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 76 Templates
Used in 51 Workspaces
Installed 312 times in the last 30 days
99% success rate

4.8 out of 5

(24 votes)

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Get your automated workflows up and running in minutes with the Export to SugarCRM. No coding required.

Map fields in a document to data in a SugarCRM entity

Configure Bot settings

First, connect to your SugarCRM account. Once connected, pick a SugarCRM entity from the list. Then, add search conditions for the Bot to find the SugarCRM record where your document will be exported to.

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 fields in a document and tell the Bot to export your form when these fields have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get your document exported to a SugarCRM record 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, the document will be attached to the SugarCRM record you’ve selected.

Try pre-built workflows to experience the Export to SugarCRM in action

Sales Order

The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.

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Purchase Invoice

The Purchase Invoice Flow is used by procurement departments to automate the invoicing process for purchase orders.

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Payment Details Form

The Payment Details Form Flow is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.

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Client Supply Order Form

The Client Supply Order Form Flow is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.

Learn more

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Speed up repetitive tasks with no code

Use Export to SugarCRM Bot

Start a new Flow and transfer forms or generate templates right in the system to activate the Bots option. Find a wanted Bot from the list.

Configure it

Open the Bot configuration. Complete all of the required fields to modify general and advanced options. Consider indicating activation conditions in order to avoid false activations (you can include several conditions).

See the way it works

Implement the workflow and discover the outcomes. Ensure the software robots are operating appropriately. If something doesn’t work, check the Bots log to correct the errors and execute your Flow once again.