Integrate Webex Meetings with Odoo CRM

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

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
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Best Webex Meetings and Odoo CRM Integrations

  • Webex Meetings Integration Odoo CRM Integration

    Webex Meetings + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Meeting in Cisco Webex Meetings Read More...
    Close
    When this happens...
    Webex Meetings Integration New Meeting
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Webex Meetings Integration Odoo CRM Integration

    Webex Meetings + Odoo CRM

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

    Webex Meetings + Odoo CRM

    Update Customer in Odoo CRM when New Meeting is created in Cisco Webex Meetings Read More...
    Close
    When this happens...
    Webex Meetings Integration New Meeting
     
    Then do this...
    Odoo CRM Integration Update Customer
  • Webex Meetings Integration Webex Meetings Integration

    Odoo CRM + Webex Meetings

    Create Meeting to Cisco Webex Meetings from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Webex Meetings Integration New Lead/Opportunity
     
    Then do this...
    Webex Meetings Integration Create Meeting
  • Webex Meetings Integration Webex Meetings Integration

    Odoo CRM + Webex Meetings

    Create Meeting to Cisco Webex Meetings from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Webex Meetings Integration New Customer
     
    Then do this...
    Webex Meetings Integration Create Meeting
  • Webex Meetings Integration {{item.actionAppName}} Integration

    Webex Meetings + {{item.actionAppName}}

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

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

    Triggers
  • New Meeting

    Trigger when new meeting created.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Meeting

    Creates a new meeting.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

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

How Webex Meetings & Odoo 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 Odoo 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 Odoo CRM.

    (2 minutes)

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

Integration of Webex Meetings and Odoo CRM

Cisco® Webex Meetings is a cloud-based platform that allows users to make video conferences, share documents and present work. It features real-time translation top, screen sharing, data sharing capabilities and more.

Odoo CRM is an open source software that helps businesses organize their clients, contacts, leads, projects, tasks, events and more. It offers scheduling, task management, cplaboration, marketing automation, reporting & data analytics, invoicing & accounting and more.

Integration of Cisco® Webex Meetings and Odoo CRM

Cisco® Webex Meetings allows users to create online meetings by choosing between 8 types of video conferencing tops. Users can select the type of content they want to share, including whiteboards, files or notes/slides. Cisco® Webex Meetings also offers support for mobile devices, allowing users to attend online meetings from anywhere.

Odoo CRM allows business owners to manage sales, marketing, finance & accounting in one place. It has CRM features like sales pipeline, customer analytics & forecasting, campaigns & campaigns management, email templates & autoresponders, lead nurturing & scoring, etc. Odoo CRM also includes accounting features like invoice creation & management, purchase order management, cash flow management, etc.

Integrating Cisco® Webex Meetings with Odoo CRM will help business owners to streamline business operations and boost sales. The integration will allow users to engage in online meetings with prospects and customers with automated fplow up actions in Odoo CRM. For example, when a prospect joins an online meeting in Cisco® Webex Meetings, the user can choose to invite the prospect to a meeting in Odoo CRM. Then the user can send the prospect an email in Odoo CRM about the proposed meeting time in Odoo CRM. This will save time by automating the process of scheduling meetings in Odoo CRM and help build trust with prospects and customers.

Benefits of Integration of Cisco® Webex Meetings and Odoo CRM

There are many benefits of integration of Cisco® Webex Meetings and Odoo CRM including:

  • No Need for Additional Software

Integration of Cisco® Webex Meetings and Odoo CRM allows users to streamline work processes and boost sales without the need for additional software. Both sputions offer wide range of business tops through web applications and mobile applications.

  • Easy to Use

Integration of Cisco® Webex Meetings and Odoo CRM offers easy ways to use features for sales and marketing activities such as scheduling meetings with prospects and customers or sending emails about business proposals. These features can be easily combined with other features in Odoo CRM such as sales pipeline management or customer management. Thus integration of Cisco® Webex Meetings and Odoo CRM helps business owners to become productive quickly.

  • Real-Time Communication

Integration of Cisco® Webex Meetings and Odoo CRM allows users to communicate with prospects and customers in real-time while recording all chats and calls on a cloud server. This will help maximize productivity by ensuring that all conversations with prospects and customers are recorded permanently in a central location. In addition to this, integration of Cisco® Webex Meetings and Odoo CRM also allows users to translate all conversations from one language into another language in real-time. This feature is useful when you need to communicate with prospects and customers who speak different languages. It will help avoid misunderstandings between users and prospects/customers. With a simple click of a button, users can translate conversations from one language into another language.

The process to integrate Cisco® Webex Meetings and Odoo 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.