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Integrate Zoho CRM with Webex Messaging

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

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About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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 ways to Integrate Zoho CRM + Webex Messaging

  • Zoho CRM Integration Webex Messaging Integration

    Zoho CRM + Webex Messaging

    Create Space to Cisco Webex Teams from New Contact in Zoho CRM Read More...
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  • Zoho CRM Integration Webex Messaging Integration

    Zoho CRM + Webex Messaging

    Delete Space in Cisco Webex Teams when New Contact is created in Zoho CRM Read More...
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    Zoho CRM + Webex Messaging

    Update Space Title in Cisco Webex Teams when New Contact is created in Zoho CRM Read More...
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  • Zoho CRM Integration Webex Messaging Integration

    Zoho CRM + Webex Messaging

    Post Message (Plain Text) in Cisco Webex Teams when New Contact is created in Zoho CRM Read More...
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  • Zoho CRM Integration Webex Messaging Integration

    Zoho CRM + Webex Messaging

    Post Message (Markdown) in Cisco Webex Teams when New Contact is created in Zoho CRM Read More...
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  • Zoho CRM Integration {{item.actionAppName}} Integration

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
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    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho CRM + Webex Messaging in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Message

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

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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 Zoho CRM & Webex Messaging Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to Webex Messaging.

    (2 minutes)

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

Integration of Zoho CRM and Webex Messaging

  • Introduction:
  • Zoho is a web-based CRM that provides all the basic features of a CRM. Zoho CRM allows you to manage all your important customer information such as contacts, customers, and leads in one place. It also has mobile apps for mobile users. Zoho CRM can be accessed from any device with internet connectivity. Zoho CRM is an affordable spution for small businesses and start-ups.

    Webex Messaging is a Web-based messaging service provides one-to-one and group messaging, cplaborative editing of documents, shared calendars, etc. It also allows screen sharing and video conferencing. The cplaboration and messaging features of Webex Messaging are great for small businesses and start-ups. Webex Messaging is available on a desktop client or browser and also has mobile apps for mobile users.

    :

    Integration of Zoho CRM and Webex Messaging:

    Zoho CRM and Webex Messaging are integrated to provide a complete CRM and messaging spution to the users. Now, users can send messages to their customers through Webex Messenger and Zoho CRM at the same time. This integration is beneficial to both the companies and the customers.

    Benefits of Integration of Zoho CRM and Webex Messenger:

    Zoho CRM automatically sends every new lead to a designated salesperson in the organization through Webex Messenger. This helps salespersons focus on meeting their sales goals by having all their leads under one place. It also helps salespersons better serve their clients by sending them timely updates about their order status. All salespersons can now get all the updates about their order in one place without having to go to any other system. This helps them improve their productivity and efficiency.

    Webex Messenger also allows users to create custom groups for sending messages to groups of people. For example, if there is a new product launch in the company, instead of sending a separate message to each employee, you can send it to all employees in one go using custom groups. This helps in reducing the time taken to communicate with employees by saving on time taken to write multiple messages.

    The integrated spution is available on Webex Messenger 3 Beta version which can be downloaded from the Google Play store. This spution will soon be made available on Webex Messenger 4 Beta version as well.

    The process to integrate Zoho CRM 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.