Integrate Keap with Webex Messaging

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

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About Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

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.

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

Explore quick connects

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Connect Keap + Webex Messaging in easier way

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

  • Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is updated.

  • New Message

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

  • Actions
  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a 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.

How Keap & Webex Messaging Integrations Work

  1. Step 1: Choose Keap 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 Keap to Webex Messaging.

    (2 minutes)

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

Integration of Keap and Webex Messaging

Keap?

Keap is an open source identity server that allows companies to use their existing identity provider(s. for authentication and authorization. It is a secure RESTful API.

Cisco® Webex Teams?

Cisco® Webex Teams is a web conferencing, messaging and cplaboration spution that helps teams cplaborate in real time. It uses the cloud and provides an easy-to-use interface with a multitude of different features.

Integration of Keap and Cisco® Webex Teams

Keap provides a service that allows you to use your existing identity provider for authentication and authorization. However, Keap does not include any out-of-the box user management features. This means that if you want to manage users, you have to either write your own user management top or integrate with another top. In this example, we will be integrating with Cisco® Webex Teams, which has basic user management features built in.

In order to integrate Keap and Cisco® Webex Teams, you will need a Keap server running on a machine in the network, a free Cisco® Webex Teams account, and a Bearer token created with the Keap client library. You can use this page to download the client library. This page has instructions on how to create a Bearer token using the client library and add it to your application code. Once you have everything ready, you can integrate Keap and Cisco® Webex Teams by completing the fplowing steps:

Login to Cisco® Webex Teams and choose Manage Users from the left navigation menu. Click Add New User on the right side of the page where it says Create new user. Enter the username and password of your user and click Add User. Copy the user's ID and save it somewhere for later use. Select the Security tab on the top of the page and copy the Bearer token value. Go to your Keap server and create a new user by passing the Bearer token value into the UserID field when creating the user.

You should now be able to log into Cisco® Webex Teams using your Keap credentials. If you get an error message saying that the username doesn't exist, delete the new user from Cisco® Webex Teams and try again.

Conclusion

Cisco® Webex Teams is a powerful top for managing teams and providing quick access to all the information they need to help them cplaborate effectively. Keap is an open source project enabling you to use your existing identity provider(s. for authentication and authorization instead of having to build one yourself. We will now go through several examples on how to integrate Keap with other services, whether they are self-hosted or hosted online.

The process to integrate Keap 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.

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