Integrate Webex Meetings with Salesforce

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

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

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Webex Meetings Integrations

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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Webex Meetings + Salesforce Quick Connects

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

Explore quick connects

Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

Zoho CRM
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amo CRM
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Flexie CRM
OnePageCRM
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Connect Webex Meetings + Salesforce in easier way

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

Triggers
New Meeting

Trigger when new meeting created.
New Account

Triggers the moment a new account is created.
New Attachment

Triggers when a new attachment is created.
New Case

Triggers whenever a new case is created in your account.
New Contact

Triggers upon the creation of a new contact.
New Event

Triggers upon the creation of a new event.
New Lead

Triggers the moment there is a new lead in your account.
New Opportunity

Triggers upon the creation of a new opportunity.
New Product

Triggers upon the creation of a new product.
New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
New Task

Triggers whenever a new task is created in your account.
Opportunity Stage Change

Triggers whenever the stage of an opportunity is changed.
Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Actions
Create Meeting

Creates a new meeting.
Create Attachment

Create a new attachment (max 25 mb)
Create Contact

Create a new contact.
Create Custom Object

Create a new custom object as per your choice.
Create Event

Create a new event.
Create Lead

Create a new lead.
Create Opportunity

Create a new opportunity.
Create Record

Creates a record.
Update Contact

Update an existing contact.
Update Custom Object

Modify an existing custom object (of the type you choose).
Update Record

Updates a existing record.

How Webex Meetings & Salesforce Integrations Work

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Salesforce as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Webex Meetings to Salesforce.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Webex Meetings and Salesforce

Cisco® Webex Meetings

Cisco® Webex Meetings is a web conferencing application that allows users to cplaborate, meet, and share information on the Internet. Cisco® Webex Meetings has all the required features of a web conferencing application. It can be used for any kind of meeting, internal or external, small or large. Users can also use Cisco® Webex Meetings to connect to other video conferencing applications, including Cisco® Spark™ Meetings, Cisco® Spark™ Video, Cisco® Jabber®, Google Hangouts®, Microsoft Lync®, Skype®, or Zoom™.

Salesforce

Salesforce is an enterprise application software company offering cloud computing services for customer relationship management (CRM), enterprise resource planning (ERP), marketing, sales, service automation, human resources (HR), and analytics. It was founded in 1999 by Marc Benioff and Parker Harris. Salesforce is headquartered in San Francisco, California. It became a $10 billion company in 2012 and a $20 billion company in 2015. Its largest competitors are Oracle and Microsoft.

Integration of Cisco® Webex Meetings and Salesforce

Cisco® Webex Meetings and Salesforce were created as independent tops, but it seems they were made for each other. They were so well-made that they work together as if they were made for each other. The integration of Cisco® Webex Meetings and Salesforce makes them even better because it creates a whpe new dimension of possibilities.

Benefits of Integration of Cisco® Webex Meetings and Salesforce

The benefits of integration between Salesforce and Cisco® Webex Meetings are:

Salesforce has an integrated video conferencing top. The integration between Cisco® Webex Meetings and Salesforce will facilitate cplaboration between the two platforms. Salesforce video meetings can be scheduled from the Cisco® Webex Meetings calendar. Salesforce can receive notifications from Cisco® Webex Meetings when a meeting starts, ends, or is cancelled. This way, sales teams will have a better idea about what is going on during meetings held on Cisco® Webex Meetings. Salesforce users can record video meetings held on Cisco® Webex Meetings and save them as a file on the Salesforce platform. This way, sales teams will have a more organized way of keeping track of meetings and their recordings. Each user will have access to his/her own video recording without interfering with other people’s video recordings from other video meetings.

In conclusion, I would say that the integration of Salesforce and Cisco® Webex Meetings creates an environment where teams can work more efficiently together, share knowledge faster, and create a better connection between one another.

The process to integrate Cisco® Webex Meetings and Salesforce 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.