Connect Cisco Webex Meeting and Zoho CRM to Build Intelligent Automations
Ready to use Cisco Webex Meeting and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Cisco Webex Meeting integrations.
Get a Meeting
Get an existing meeting details by meeting ID
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
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Frequently Asked Questions
To start, connect both your Cisco Webex Meeting and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cisco Webex Meeting triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Cisco Webex Meeting data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Cisco Webex Meeting and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cisco Webex Meeting and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Cisco Webex Meeting
Cisco Webex Meetings is a video conferencing and online meeting application that allows users to host and attend meetings with audio, video, and screen sharing capabilities.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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