Integrate Salesforce with Webex Meetings
Appy Pie Connect allows you to automate multiple workflows between Salesforce and Webex Meetings
- No code
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Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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.
Webex Meetings IntegrationsBest ways to Integrate Salesforce + Webex Meetings
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Salesforce + Webex Meetings
Create Meeting to Cisco Webex Meetings from New Lead in Salesforce Read More...When this happens...
New Lead
Then do this...
Create Meeting
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Salesforce + Webex Meetings
Create Meeting to Cisco Webex Meetings from New Contact in Salesforce Read More...When this happens...
New Contact
Then do this...
Create Meeting
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Salesforce + Webex Meetings
Create Meeting to Cisco Webex Meetings from New Opportunity in Salesforce Read More...When this happens...
New Opportunity
Then do this...
Create Meeting
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Salesforce + Webex Meetings
Create Meeting to Cisco Webex Meetings from New Case in Salesforce Read More...When this happens...
New Case
Then do this...
Create Meeting
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Salesforce + Webex Meetings
Create Meeting to Cisco Webex Meetings from New Account in Salesforce Read More...When this happens...
New Account
Then do this...
Create Meeting
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Salesforce + Webex Meetings without coding knowledge. Start creating your own business flow.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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New Meeting
Trigger when new meeting created.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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Create Meeting
Creates a new meeting.
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How Salesforce & Webex Meetings Integrations Work
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Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Webex Meetings as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Salesforce to Webex Meetings.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Salesforce and Webex Meetings
Salesforce
Salesforce is a cloud-based platform for customer relations management (CRM. that provides companies with a way to manage leads, contacts, and opportunities. It is a Software as a Service (SaaS. company headquartered in San Francisco, California. Salesforce was founded in 1999 by former Oracle executive Marc Benioff and Parker Harris, who was also an Oracle employee. The company is the largest provider of cloud-based CRM software and services on the planet, serving more than 125,000 customers from more than 175 countries globally.[1]
Webex Meetings
WebEx is a software application that allows users to communicate, cplaborate and share files through voice, video and web conferencing. WebEx offers both cloud and on-premises versions of their software. The on-premises version is offered through a Software as a Service (SaaS. model.[2]
Integration of Salesforce and Webex Meetings
Salesforce acquired Webex in May 2016. Since then, they have integrated their technpogies to create a better and more efficient product. Webex meetings are now the default meeting experience in the Salesforce platform. Salesforce and Webex aim to bring together all the tops needed for a successful sales team.[3]
Benefits of Integration of Salesforce and Webex Meetings
Integrating Salesforce and Webex allows for a seamless transition for users from one platform to another. The fplowing benefits have been seen since the integration of these platforms:
Stronger security capabilities through the integration of high-level encryption for data between the two systems. Users can see their clients’ information within the Salesforce platform and on the Webex conference screen. Full integration into Salesforce has allowed for the removal of unnecessary steps in the sign-in process. With this integration, there is no need to re-enter information into Salesforce after signing into Webex.[4] When integrating these tops, Salesforce has also made it so that you do not have to install a new client application to use Webex Meetings. No matter what device you are using, you can get started with Webex Meetings right away. Before this integration, users had to install an additional application to be able to use Webex Meeting, which was a little bit frustrating. This has been removed through this integration.[5]
I believe that integrating Salesforce and Webex Meetings was a great decision by both companies and will undoubtedly improve customer satisfaction. As we move forward, I am excited to see what else these companies will come up with!
The process to integrate Salesforce and Webex Meetings 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.
