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Integrate Salesforce with Webex Messaging

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

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About Salesforce

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 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
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Best Salesforce and Webex Messaging Integrations

  • Salesforce Integration Webex Messaging Integration

    Salesforce + Webex Messaging

    Create Space to Cisco Webex Teams from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Webex Messaging Integration Create Space
  • Salesforce Integration Webex Messaging Integration

    Salesforce + Webex Messaging

    Delete Space in Cisco Webex Teams when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Webex Messaging Integration Delete Space
  • Salesforce Integration Webex Messaging Integration

    Salesforce + Webex Messaging

    Update Space Title in Cisco Webex Teams when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Webex Messaging Integration Update Space Title
  • Salesforce Integration Webex Messaging Integration

    Salesforce + Webex Messaging

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

    Salesforce + Webex Messaging

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Message

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

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Webex Messaging Integrations Work

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

    (2 minutes)

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

Integration of Salesforce and Webex Messaging

Salesforce is a cloud-based software that helps companies manage their sales, service and marketing activities. It is a platform that serves as an internet-based application for CRM or customer relationship management. Webex Messaging is a cloud-based system that provides instant messaging, audio conferencing and video calls for businesses.

Salesforce

Salesforce is a customer relationship management (CRM. top for small to large businesses that can be accessed over Internet through the use of web browsers. It is designed to streamline the sales process and make it easier for companies to communicate with their customers.

Webex Messaging

Webex Messaging is a cloud-based communication platform that provides real-time messaging, audio and video conferencing, email, file sharing, presence and compliance management to global enterprises. It offers secure communications and allows businesses to create their own branded messaging applications.

Integration of Salesforce and Webex Messaging

Webex Messaging is integrated with Salesforce to provide real-time communications between business users and customers. Salesforce is designed to streamline the sales process while Webex Messaging provides real-time communications. The integration allows companies to improve their sales performance through real-time customer conversations. It enables businesses to carry out effective promotional activities and therefore reduce costs. In addition, the integration helps businesses to stay connected to their customers at all times thereby improving customer service.

Benefits of Integration of Salesforce and Webex Messaging

Webex Messaging integrates with Salesforce to provide real-time communications between business users and customers. It improves the sales performance of companies by helping them achieve higher sales numbers. Integration of the two platforms also helps businesses to be more efficient in delivering high quality customer services. Furthermore, the integration helps businesses to keep their customers satisfied through real-time customer interactions. It also reduces expenses incurred from engaging third parties for marketing purposes.

The integration of Salesforce and Webex Messaging allows businesses to improve their sales performance and deliver high quality customer services. It also reduces costs and improves efficiency in the marketing process.

The process to integrate Salesforce and Webex Messaging 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.