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Sugar Professional
by UiPath
0
Integration Service Connector
0
Summary
Summary
Overview
Overview
Sugar Professional is a comprehensive system for sales automation, collaboration, and reporting that consolidates customer data into a single platform. With Sugar Professional, businesses can streamline their sales processes, reduce sales costs, increase efficiency, and provide unparalleled customer value.
To access Sugar Professional, visit the authentication page to create a connection with your instance. Once connected, businesses can take advantage of enhanced automation capabilities to manage their entire sales pipeline, including contacts, leads, quotes, and reporting.
The Sugar Professional connector also supports events via polling. To learn more about the events supported by the connector, visit the Sugar Professional events page.
Additionally, you can use the connection to enable Sugar Professional activities in UiPath Studio and build automations that interact with your Sugar Professional data. These activities allow for create, read, update, and delete operations on Sugar Professional objects.
For further information about the Sugar API, you can refer to the SugarCRM support platform's provider documentation.
Features
Features
Sugar Professional offers a complete suite of sales automation tools that help businesses manage their sales processes more efficiently. This includes features like:
- lead management
- opportunity tracking
- pipeline management
- Forecasting
Sugar also enables team collaboration by providing tools for sharing customer information, assigning tasks, and collaborating on deals. In addition, Sugar provides comprehensive reporting and analytics features, allowing businesses to gain insights into their sales performance and identify areas for improvement.
Technical
Updated
Sep 6, 2023Tags
sales
reporting
crm
lead
Opportunity
customer
sugar professional
track
Application
Sugar Professional
Support
Link: https://www.uipath.com/company/contact-us/contact-technical-supportUiPath Standard Support, see your Service Agreement.
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