Connect Webex and CRM Connector to Build Intelligent Automations

Choose a Trigger

Webex

When this happens...

Choose an Action

CRM Connector

Automatically do this!

Enable Integrations or automations with these events of Webex and CRM Connector

Enable Integrations or automations with these events of Webex and CRM Connector

Actions

Create Contact List

Create Contact List

Creates a new contact list in Webex Interact.

List Senders

List Senders

Show the list of senders available in Webex Interact.

Delete List

Delete List

Deletes a contact list from Webex Interact.

Create Short Link

Create Short Link

Creates a short link that sends people to a webpage and optionally tracks clicks and adds tags.

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Frequently Asked Questions

How do I start an integration between Webex and CRM Connector?

To start, connect both your Webex and CRM Connector accounts to viaSocket. Once connected, you can set up a workflow where an event in Webex triggers actions in CRM Connector (or vice versa).

Can we customize how data from Webex is recorded in CRM Connector?

Absolutely. You can customize how Webex data is recorded in CRM Connector. This includes choosing which data fields go into which fields of CRM Connector, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Webex and CRM Connector?

The data sync between Webex and CRM Connector typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Webex to CRM Connector?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Webex and CRM Connector?

Yes, you can set conditional logic to control the flow of data between Webex and CRM Connector. 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.

Webex

About Webex

Multi-channel messaging platform for businesses that supports SMS and WhatsApp campaigns, templates, two-way messaging and real-time reporting. Provides developer-friendly REST APIs, shortlinks, scheduling and campaign automation for transactional and marketing communication.

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CRM Connector

About CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.

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