Integrate Webex Meetings with Zoho CRM

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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

Explore quick connects

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Connect Webex Meetings + Zoho CRM in easier way

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

  • Triggers
  • New Meeting

    Trigger when new meeting created.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • Actions
  • Create Meeting

    Creates a new meeting.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Webex Meetings & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Webex Meetings and Zoho CRM

Cisco® Webex Meetings

Cisco® Webex Meetings is a video conferencing top from Cisco®. It is a cloud-based software that uses Cisco® Webex for hosting. Cisco® Webex Meetings is the only online meeting service on Cisco®’s platform, making it simple to use and easy to integrate with other Cisco® services. This video conferencing software is available as a web app, mobile app, and on desktop. It can also be hosted on-premise or in the cloud.

Zoho CRM

Zoho CRM is an online customer relationship management (CRM. software that helps businesses build better relationships with their customers. Zoho CRM has features like email marketing, lead scoring, activity tracking, and lists segmentation. It is available as a web app, mobile app, and on desktop. It can also be hosted on-premise or in the cloud.

Integration of Cisco® Webex Meetings and Zoho CRM

Cisco® Webex Meetings can integrate with several tops, including Zoho CRM. This integration will allow users to link participants based on their contact information; this will help save time by automatically creating new participants using existing contacts already stored in Zoho CRM. The fplowing are the steps required to create an integration between Cisco® Webex Meetings and Zoho CRM:

  • Log in to your Cisco® Webex account.
  • Go to Settings > Company Profile > Integrations & Apps > Third Party Apps > Connections.
  • Click on Add Connection to choose the type of connection you would like to create with Zoho CRM. Make sure you have entered all the necessary details before clicking Save.
  • Log in to your Zoho CRM account.
  • Select Company Setup > Integration Hub > Create Integration.
  • Enter all required details then click Launch Integration Wizard. Select the default configuration for Connection Settings. Afterward, fplow the steps provided by Zoho CRM until the integration is complete.
  • Go to Settings > Company Profile > Integrations & Apps > Third Party Apps > Connections. You should see the integration created with Zoho CRM listed here. Once you select it, you will be able to view detailed information about your integration, including all necessary settings for your connection between Cisco® Webex Meetings and Zoho CRM. You can also click Edit Configuration to make changes or Update to push changes into Zoho CRM right away.

Benefits of Integration of Cisco® Webex Meetings and Zoho CRM

This integration allows users to easily add participants from existing contacts in Zoho CRM such as LinkedIn®, Twitter®, Facebook®, Salesforce®, and Google+. Adding participants through existing contacts can save time and improve productivity. Businesses can also add participants manually if the contact information isn’t available in Zoho CRM; adding participants manually will require the user to select the appropriate contact and group members manually. It is good practice to add participants manually when working with a large pop of participants because this will allow you to add participants to the correct group and ensure that everyone has been added correctly. Regardless of how participants are added, they will be added correctly after the meetings conclude if they were entered correctly during meetings.

The process to integrate Cisco® Webex Meetings and Zoho 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