Integrate pipelinedeals with Webex Messaging

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

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About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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

Explore quick connects

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Connect pipelinedeals + Webex Messaging in easier way

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

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • New Message

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

  • Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & Webex Messaging Integrations Work

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

    (2 minutes)

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

Integration of pipelinedeals and Webex Messaging

  • Pipelinedeals is an online platform for small businesses to build and launch their websites. It helps its users to add and update images, text, and videos in real-time. It also offers a variety of compelling templates for them to pick from.
  • Cisco® Webex Teams is a communication top for teams to cplaborate in real-time. Users can share files, video conference, chat, make calls, etc. They can also use it over the web or a mobile app.
  • Pipelinedeals integrates with Cisco® Webex Teams to enhance cplaboration and boost productivity.
    • Users can create a new project in both pipelinedeals and Cisco® Webex Teams.
    • In both systems, users can add task lists and subtasks.
    • Users can assign tasks to each other by using pipelinedeals and Cisco® Webex Teams.
    • Users can view each other’s activity in both systems.
    • Users can receive and send reminders in both pipelinedeals and Cisco® Webex Teams.
    • Users can chat with each other in both systems.
    • Users can make calls in both pipelinedeals and Cisco® Webex Teams.
    • Users can add images, videos, and documents in both systems.
    • Users can share screens in both systems.
    • Users can share virtual whiteboards in both systems.
    • Users can share slides in both systems.
    • Users can take snapshots in both systems.
    • Users can play videos in both systems.
    • Users can view each other’s profile information in both systems.
    • Users can view each other’s location information in both systems.
    • Users can view each other’s files in both systems.
    • Users can discuss ideas in both pipelinedeals and Cisco® Webex Teams.
    • Users can schedule events on both systems.
    • Users can upload files to Dropbox in both systems.
    • Users can communicate directly via chat with a cpleague of interest in either system.
    • Users can cplaborate on their projects (pipelinedeals and Cisco® Webex Teams. This is possible through sharing files, commenting on them, etc. The communication would be conducted through the integrated systems. For example, if a user wants to invite a cpleague to an important meeting through pipelinedeals, he/she may send an invite through Cisco® Webex Teams as well. That way the cplaborator will get notified about the meeting through the integrated system as well as via email/phone notifications (if necessary. This will ensure everyone gets notified appropriately through the integrated system and not just on one platform only. For example, if a user sends an email through Cisco® Webex Teams but does not mention the details of the meeting on pipelinedeals, the recipient of the email will have no idea about the meeting until he/she checks out the integration page on pipelinedeals. If the user has not shared any details of the meeting on Cisco® Webex Teams either then that cplaborator would not get notified at all which may lead to time wastage and unnecessary stress for attendees who are already busy with other responsibilities like work or family life. An automated system like this would save everyone time by ensuring everyone gets notified about upcoming meetings or events appropriately through one consistent platform (integrated system. The same goes for file sharing, chat history, etc. The integration would improve everyone’s work experience and make it easier for them to accomplish tasks without having to waste time setting up various notifications on separate platforms when they could be doing so seamlessly through an integrated system. Therefore this integration benefits all cplaborators by making their work more efficient and less stressful as well as helping them accomplish work more quickly and efficiently.

    The process to integrate pipelinedeals 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 29,2023 02:06 pm