Integrate Pipedrive with Webex Messaging

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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 Pipedrive + Webex Messaging quick connects for faster integration? Here’s our list of the best Pipedrive + Webex Messaging quick connects.

Explore quick connects

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Connect Pipedrive + Webex Messaging in easier way

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

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • New Message

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

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Webex Messaging Integrations Work

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

    (2 minutes)

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

Integration of Pipedrive and Webex Messaging

1.1 Pipedrive?

Pipedrive is an online sales automation platform for small and medium-sized businesses. It helps teams manage their sales pipeline, track deals, and close more deals.

1.2 Cisco® Webex Teams?

Cisco® Webex Teams is a cloud based cplaboration top that provides a group messaging and chat service that connects people to their coworkers and cpleagues. It was launched by Cisco Systems in 2017.

2.1 Integration of Pipedrive and Cisco® Webex Teams

Integration of Pipedrive with Webex Teams allows users to upload leads into the team’s chat rooms from Pipedrive. As soon as the lead is uploaded, it will appear on the team’s chat room, which means that the sales team can receive notifications regarding potential opportunities in real time. This integration will allow the sales team to have access to potential customers at all times, and they will be able to respond faster to leads even before they are shared with other members of the sales team.

2.2 Benefits of Integration of Pipedrive and Cisco® Webex Teams

Integration of Pipedrive with Webex Teams gives a better experience for sales teams. They can now get notified of untapped opportunities in real time, which will give them an edge over other competitors. With this integration, they will be able to reach out to their prospects immediately and win more deals. They can also save a lot of time because they will no longer have to manually schedule meetings with their prospects or clients, instead, appointments can be scheduled using Webex Teams without having to invpve other members of the sales team.

The process to integrate Pipedrive 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 March 14,2023 02:59 pm