Update SugarCRM Records
Keep your SugarCRM data up-to-date and accurate with no manual data entry or coding. With the Update SugarCRM Records Bot, you can automatically apply changes to the SugarCRM record of your choice based on the information added to a document.Try automation, it’s free!
What the Bot does
The Bot pre-fills the fields of an existing SugarCRM record with data from a document based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot when you need to automatically update customer information or order details in a SugarCRM record based on changes in a sales order or contact form.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 75 Templates
- Used in 64 Workspaces
- Installed 312 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Update SugarCRM Records. 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 and a related entity if any. Next, select a starting record by adding search fields. Then, specify what information from the document will be used to update 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 range from a specific date, document data, user roles, email, or name. E.g., select a total price field in a sales order and tell the Bot to export data to a SugarCRM deal record when this field has been filled out.
View the Bots log or use tags to check if the Bot ran successfully
Get your SugarCRM record updated 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 SugarCRM record will be updated with data from the selected document fields.
Try pre-built workflows to experience the Update SugarCRM Records in action
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
The Purchase Order Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Order Delivery and Tracking Form
The Order Delivery and Tracking Form Flow is used by companies that operate online businesses to streamline their sales processes.
Install the Update SugarCRM Records to automate your document workflows
Other Bots often used with the Update SugarCRM Records
Pre-fill from SugarCRM Records Export to SugarCRM Create SugarCRM Records Email on Documents Opening Bot Send Document via SMS Bot Redirect Recipients to Website
Speed up repetitious tasks without having to code
Employ Update SugarCRM Records Bot
Start creating a new Flow and import samples or create templates right on the platform to initialize the Bots option. Choose an appropriate software robot from the list.
Open the Bot setup menu. Fill out all the required fields to customize general and advanced settings. Consider indicating activation conditions to protect yourself from false activations (you can add a few conditions).
See how it operates
Implement the workflow and explore the results. Ensure that the software robots are working properly. If something fails, look into the Bots log to correct the mistakes and execute your Flow once more.