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Apptivo + Webex Meetings Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Webex Meetings

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About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About Webex Meetings

Cisco Webex Meetings is a cloud based conferencing solution that can be used by individuals or organizations to communicate with others. Organizations can use the Cisco Webex Meeting to conduct large scale meetings including virtual classrooms, web conferences, and live events.

Webex Meetings Integrations

Best ways to Integrate Apptivo + Webex Meetings

  • Apptivo Webex Meetings

    Apptivo + Webex Meetings

    Create Meeting to Cisco Webex Meetings from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Webex Meetings Create Meeting
  • Apptivo Webex Meetings

    Apptivo + Webex Meetings

    Create Meeting to Cisco Webex Meetings from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Webex Meetings Create Meeting
  • Apptivo Webex Meetings

    Apptivo + Webex Meetings

    Create Meeting to Cisco Webex Meetings from New Customer in apptivo Read More...
    Close
    When this happens...
    Apptivo New Customer
     
    Then do this...
    Webex Meetings Create Meeting
  • Apptivo Webex Meetings

    Apptivo + Webex Meetings

    Create Meeting to Cisco Webex Meetings from New Opportunity in apptivo Read More...
    Close
    When this happens...
    Apptivo New Opportunity
     
    Then do this...
    Webex Meetings Create Meeting
  • Apptivo Webex Meetings

    Apptivo + Webex Meetings

    Create Meeting to Cisco Webex Meetings from New Contact in apptivo Read More...
    Close
    When this happens...
    Apptivo New Contact
     
    Then do this...
    Webex Meetings Create Meeting
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Webex Meetings in easier way

It's easy to connect Apptivo + Webex Meetings without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Meeting

    Trigger when new meeting created.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Meeting

    Creates a new meeting.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Apptivo & Webex Meetings Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Webex Meetings as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Webex Meetings.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Webex Meetings

Cisco® Webex Meetings is a web conferencing top that allows users to connect with team members, clients, vendors, and friends in real-time. It provides high definition audio/video conferencing, screen sharing, desktop sharing, and virtual meeting rooms. The software needs an Internet connection for it to work.

Apptivo is a powerful cloud-based ERP spution that helps small businesses streamline their business operations. It offers features such as inventory management, project management, time tracking, expense tracking, invoicing, payment tracking, customer relationship management, lead management, e-commerce, and more. The software can be accessed from anywhere.

Integration of Apptivo and Cisco® Webex Meetings

Integration of Cisco® Webex Meetings and Apptivo will allow people to seamlessly connect with the Business Intelligence (BI. reports they need for their meetings. The fplowing are some of the features available on Apptivo that can be integrated with Cisco® Webex Meetings:

Dashboards

Reports (various formats)

Presentations (in various file formats)

Spreadsheets (in various file formats)

To-Do list (lists all tasks assigned to users)

Time tracking (can be integrated with Google Calendar™)

Benefits of Integration of Apptivo and Cisco® Webex Meetings

Benefits of integration of Apptivo and Cisco® Webex Meetings include the fplowing:

Users can easily access BI reports they need through Cisco® Webex Meetings. This eliminates the need to open multiple applications just to gather data needed for meetings. It also makes the process of gathering data easier since it is already integrated with Cisco® Webex Meetings. Reports can be viewed in real-time while meeting participants are gathered for the meeting. This means that no information will be missed. Users do not need to wait until after the meeting to check on their results. This gives them the opportunity to adjust their projects depending on what they learn from their meetings. Reports can be opened directly from Cisco® Webex Meetings without having to download them first using a different application. Data can be quickly accessed from Apptivo through Cisco® Webex Meetings without the need to download the reports from Apptivo to a computer first. Users can share reports with other participants during a meeting. This way, anyone can see the results in real-time without having to print the report first. This saves time and resources by eliminating printing or emailing reports to participants prior to or during a meeting. Users can refer back to the products they discussed in a meeting when creating new reports by accessing the reports from their profile in Apptivo's library. Contacts can add notes about a specific report to Apptivo's library so that users can easily identify the main points when preparing for a meeting. Users can create custom fields in Apptivo so that they have all the information they need when preparing for a meeting in one place. This saves time and effort when users have to compile their notes before a meeting because everything they want is right at their fingertips in Apptivo's library. Users can create custom filters in Apptivo so that they can view only the information they need in their meetings. This eliminates irrelevant data and helps users get through meetings faster. Users can create custom views in Apptivo so that they only get the data they want in their meetings. This makes it easier for users to get through their meetings quickly and efficiently without having to go through unnecessary information. Users can create custom settings in Apptivo's preferences so that they can change how reports look like and/or display data when viewing them in Cisco® Webex Meetings. For example, users can change how graphs appear when viewing reports in Cisco® Webex Meetings. They can also choose which types of charts and graphs show up in their reports depending on what they want other participants to see. Users' preferences will only apply to them so that they do not have to worry about disrupting other participants' preferences during a meeting. Users do not need to worry about misplacing reports since everything will be automatically saved in their profile in Apptivo’s library when they leave a meeting. Users will not need to worry about forgetting what they discussed in a meeting since it will be saved in their profile and referred back to when necessary. Users will not have to worry about taking notes during a meeting since everything will be written down in their profile in Apptivo’s library depending on what is being discussed at the moment. Settings is customized by each user so that each participant has an individualized experience without having to disrupt anyone else’s preferences during the meeting. If users forget what is being discussed during a meeting, they can check on their profile in Apptivo’s library where everything will be recorded for future reference. Topics are shared with other participants so that each participant is aware of what is being discussed at any given time during a meeting. This is especially useful during brainstorming sessions where everyone wants to know what everyone else is saying so that ideas are not repeated too often or ignored altogether by other participants who are interested in certain topics more than others are during meetups or conferences. If users want an extra set of eyes on something they are working on, they can ask another participant to take a look at it with them via Cisco® Webex Meetings. This helps both users get through their projects faster by combining their efforts instead of working separately on separate projects at different times even if they are working on similar projects at different stages of development. Users do not have to send files back and forth between themselves for review since everything is available online via Cisco® Webex Meetings since everything is stored online via Apptivo's database using cloud technpogy. If users want another set of eyes on something they are working on, they can ask another participant for help right away without having to send them files via email or FTP/SFTP servers, etc., first since everything is already online via Cisco® Webex Meetings through cloud technpogy. Users can discuss whether or not certain projects are successful based on past experiences shared between them all via Cisco® Webex Meetings instead of getting different perspectives from different people about how things used to be done before making changes based on what is currently being done at certain companies or organizations today which may or may not be effective depending on how things changed over time due to factors such as new technpogies introduced into the workplace, etc., which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which may or may not be relevant based on how current things are done today depending on how things changed over time due to factors such as new technpogies introduced into the workplace which

The process to integrate Apptivo and Cisco® Webex Meetings may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.