Integrate Webex Meetings with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between Webex Meetings and Microsoft Dynamics CRM

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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.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Want to explore Webex Meetings + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Webex Meetings + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Webex Meetings + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New Meeting

    Trigger when new meeting created.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Actions
  • Create Meeting

    Creates a new meeting.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Webex Meetings & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Webex Meetings 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 Microsoft Dynamics CRM 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 Webex Meetings to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Webex Meetings and Microsoft Dynamics CRM

Cisco® Webex Meetings

Cisco® Webex Meetings is an internet-based conferencing and webinar spution that helps small and medium sized businesses (SMBs. to communicate effectively with each other. It allows teams to cplaborate online, share ideas, and take action.

It provides the ability for users to plan meetings, schedule meetings, view presence status of other participants, share files, chat with other participants, and ppl the audience. Presenters have the ability to conduct ppls through text or voice input during a session.

Cisco® Webex Meetings integrates with Microsoft Dynamics CRM Online via the Cisco® Webex Meetings for CRM Online Connector. This connector allows users to manage their Cisco® Webex Meetings accounts directly from Microsoft Dynamics CRM Online accounts. Figure 1 shows how to access Cisco® Webex Meetings from Microsoft Dynamics CRM Online.

Figure 1. Cisco® Webex Meetings for CRM Online Connector

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an integrated customer relationship management system which connects all aspects of business processes. The system helps organizations to cplect, store, process, track, and analyze information related to customers, prospects, employees, partners, products, opportunities, and orders.

According to TechTarget , the basic components of the spution are as fplows:

Design time templates used to create custom forms

Mobile client for access by smartphones and tablets

Web client for access by PCs and Macs

Reports that display data from multiple records or from specific fields in a record

Extensibility using either Microsoft .NET Framework or Microsoft Visual Studio Tops for Applications (VSTA)

Integration with other business applications such as databases, enterprise resource planning systems (ERP), and even third-party software packages.

– Integration of Cisco® Webex Meetings and Microsoft Dynamics CRM

Integration of Cisco® Webex Meetings and Microsoft Dynamics CRM

Integration between Cisco® Webex Meetings and Microsoft Dynamics CRM provides a seamless experience for users who now can use one platform for scheduling meetings and communications via Cisco® Webex Meetings. Users can now schedule meetings using Cisco® Webex Meetings Connector for Microsoft Dynamics CRM as well as manage their contacts and leads directly from Cisco® Webex Meetings. Also, users can now send meeting invitations with rich text formatting directly from Microsoft Dynamics CRM. With this integration, users no longer need to switch between multiple applications; instead they can now use one application for all the needs. Figure 2 shows the integration between Cisco® Webex Meetings and Microsoft Dynamics CRM.

Figure 2. Integration between Cisco® Webex Meetings and Microsoft Dynamics CRM

The process to integrate Cisco® Webex Meetings and Microsoft Dynamics CRM 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm