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Webex Team for messaging, file sharing, video meetings, white boarding, calling

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Webex is used for group chat, video, calling and sharing files.

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You can automate a Zoom meeting schedule using a few different methods, depending on your needs and tools available. Here are the most common ways: 1. Using Zoom’s buit-in scheduling with recurrence 2. Using Google Calendar plus Zoom integration 3. Using Microsoft Outlook plus Zoom Plugin 4. Using Zapier 5. Using Zoom API

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Assume you use Salesforce + Google Calendar + Zoom + Zapier (no‑code setup): Trigger: In Zapier, set a trigger: “New Deal in Salesforce = Status = ‘Closed‑Won’” Create a calendar event: Use an action: “Create Google Calendar event” with: Title = “Onboarding – {{Customer Name}}” Date/time = today + 1 day at 3:00 PM Description = “Sales onboarding call” Automatically create the Zoom meeting: Next step: “Create Zoom Meeting” (using Zoom’s app in Zapier) Topic = “Onboarding – {{Customer Name}}” Start time, duration, and timezone pulled from the Google Calendar event Zapier returns the Zoom meeting URL and meeting ID. Update records and send invites: Action 1: “Update Salesforce Lead/Opportunity” → add the Zoom link in a custom field. Action 2: “Send Gmail/Outlook email” → send the Zoom details to the customer using a template. Now, every time a new deal closes, A Zoom meeting is created automatically A calendar event is added The Zoom link populates in Salesforce and is emailed to the customer What this looks like in practice Before automation: 10 deals/day = 50–100 minutes of manual work. After automation: you just log the deal; the rest runs silently in the background.

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Assume you use Salesforce + Google Calendar + Zoom + Zapier (no‑code setup): Trigger: In Zapier, set a trigger: “New Deal in Salesforce = Status = ‘Closed‑Won’” Create a calendar event: Use an action: “Create Google Calendar event” with: Title = “Onboarding – {{Customer Name}}” Date/time = today + 1 day at 3:00 PM Description = “Sales onboarding call” Automatically create the Zoom meeting: Next step: “Create Zoom Meeting” (using Zoom’s app in Zapier) Topic = “Onboarding – {{Customer Name}}” Start time, duration, and timezone pulled from the Google Calendar event Zapier returns the Zoom meeting URL and meeting ID. Update records and send invites: Action 1: “Update Salesforce Lead/Opportunity” → add the Zoom link in a custom field. Action 2: “Send Gmail/Outlook email” → send the Zoom details to the customer using a template. Now, every time a new deal closes, A Zoom meeting is created automatically A calendar event is added The Zoom link populates in Salesforce and is emailed to the customer What this looks like in practice Before automation: 10 deals/day = 50–100 minutes of manual work. After automation: you just log the deal; the rest runs silently in the background.

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