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  1. App Directory
  2. Freshworks CRM
  3. Integrations
  4. Webex Messaging

Freshworks CRM + Webex Messaging Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and Webex Messaging

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  • Lightning Fast Setup
Freshworks CRM Integrations
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About Webex Messaging

Webex Teams is an app that brings people together to move work forward effectively. Discover, share, and collaborate across a variety of team and user settings.

Webex Messaging Integrations
Webex Messaging Alternatives

Looking for the Webex Messaging Alternatives? Here is the list of top Webex Messaging Alternatives

  • Slack Slack
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Best ways to Integrate Freshworks CRM + Webex Messaging

  • Freshworks CRM Webex Messaging

    Freshworks CRM + Webex Messaging

    Create Space to Cisco Webex Teams from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Webex Messaging Create Space
  • Freshworks CRM Webex Messaging

    Freshworks CRM + Webex Messaging

    Delete Space in Cisco Webex Teams when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Webex Messaging Delete Space
  • Freshworks CRM Webex Messaging

    Freshworks CRM + Webex Messaging

    Update Space Title in Cisco Webex Teams when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Webex Messaging Update Space Title
  • Freshworks CRM Webex Messaging

    Freshworks CRM + Webex Messaging

    Post Message (Plain Text) in Cisco Webex Teams when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Webex Messaging Post Message (Plain Text)
  • Freshworks CRM Webex Messaging

    Freshworks CRM + Webex Messaging

    Post Message (Markdown) in Cisco Webex Teams when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Webex Messaging Post Message (Markdown)
  • Freshworks CRM {{item.actionAppName}}

    Freshworks CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Message

    Triggers when a new message is created in a Cisco Webex Teams space.

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Space

    Creates Cisco Webex Teams space.

  • Delete Space

    Deletes Cisco Webex Teams space.

  • Post Message (Markdown)

    Creates a Cisco Webex Teams message.

  • Post Message (Plain Text)

    Creates a Cisco Webex Teams message.

  • Update Space Title

    Updates a Cisco Webex Team space's title.

Show All

How Freshworks CRM & Webex Messaging Integrations Work

  1. Step 1: Choose Freshworks CRM 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 Messaging 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 Freshworks CRM to Webex Messaging.

    (2 minutes)

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

Integration of Freshworks CRM and Webex Messaging

Freshworks CRM?

Freshworks is a SaaS based platform that is used for customer support. It has features like email, ticketing, live chat, etc. It also offers features like calendar, mail merge, etc which are used for Salesforce integration.

Cisco® Webex Teams?

Cisco® Webex Teams is the online cplaboration platform of Cisco®. It offers messaging, voice, video conferencing, etc. It has integration with other Cisco® sputions like Spark Board. It also integrates with Salesforce.

Integration of Freshworks CRM and Cisco® Webex Teams

Freshworks offers integration with Salesforce using webhooks. Webhooks can be used to send data from one system to another. With webhooks, you need to configure both systems to do the integration. There is no pre-built integration between Cisco® Webex Teams and Salesforce. Therefore, it is necessary to build an integration between Cisco® Webex Teams and Salesforce.

Benefits of Integration of Freshworks CRM and Cisco® Webex Teams

  • A salesperson in Cisco® Webex Teams can get the details of the leads generated in Salesforce by opening the lead details in Salesforce.
  • The meeting notes generated in Cisco® Webex Teams can be seen in Salesforce. (This feature is not available in Cisco® Webex Teams.)
  • Salesforce updates can be seen in Cisco® Webex Teams. (This feature is not available in Cisco® Webex Teams.)

The integration of Cisco® Webex Teams and Salesforce will help salespeople in Cisco® Webex Teams to see the activity generated in Salesforce.

The process to integrate Freshworks CRM and Cisco® Webex Teams 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.

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