1. Share CRM records with an User or Team in Cisco Webex Teams.
   
2. Share Reports and Dashboard Components. 
   
3. Add Cisco Webex Teams Notifications as Instant Action in Workflow Rules. 
   
4. Get reminded of your CRM Activities.
   
5. Receive SalesSignals Notifications

Setup Integration

1. Go to Setup > Marketplace > All and search for Cisco Webex Teams.
   
2. Click Activate.
   
   
3. In Use of Personal Details popup, edit profile if required and click Continue.
   
   
4. In the Confirm Activation popup, click Activate.

Share a record

1. Go to the appropriate module and select the record you want to share.
   
2. In the Record's Details page, click More > Share via Cisco Webex Teams.
   
   
   If you have not signed in already, you will be redirected to the Cisco Webex Teams sign in page. 
3. In the Cisco Webex Teams sign-in page, do the following:
   
1. Enter your Email.
   
2. Click Next.
   
3. Enter Password and click Sign in.
   
4. Click Accept after reading the OAuth2 Authorization page.
   This page appears only when you sign in for the first time.
   Once you are signed in, Cisco Webex Teams Notification popup appears.
4. In the Cisco Webex Teams Notification popup, do the following:
   
1. Enter the Message.
   
2. Choose whom you want to notify from the Notify To drop-down list.
   You can choose either Teams or Users.
1. If you choose Teams, select the appropriate Team and Spaces from the drop-down list.
   
2. If you choose Users, select the appropriate User from the drop-down list.
   
   
5. Click Send.
   

Share Reports or Dashboard Components

1. Go to the Reports module.
   
2. Select the report you would like to share.
   
3. Click Chart Options > Share via Cisco Webex Teams.
   
   
   
   In the case of Dashboards, click More > Share via Cisco Webex Teams against the dashboard component that you want to share.
   
   
4. In the Cisco Webex Teams Notification popup, do the following:
   
1. Enter the Message.
   
2. Choose whom you want to notify from the Notify To drop-down list.
   You can choose either Teams or Users.
1. If you choose Teams, select the appropriate Team and Spaces from the drop-down list.
   
2. If you choose Users, select the appropriate User from the drop-down list.
   
   
   
   
5. Click Send. 

Add Instant actions in Workflow Rules

Note

• Upon disabling Cisco Webex Teams extension from Zoho CRM, the instant actions associated with a workflow rule will be dissociated and will be associated again only when the extension is enabled.

1. Go to Setup > Automation > Workflow Rules.
   
2. In the Workflow Rules page, select a rule to which you want to add Notify via Cisco Webex Teams as an Instant Action or create a new workflow rule.
   
3. Click Instant Actions > Notify > Via Cisco Webex Teams.
   
   
   
   
4. In the Cisco Webex Teams Notification popup, do the following:
   
1. Enter the Message.
   Enter # and select a field to include field values as part of the message.
2. Choose whom you want to notify from the Notify To drop-down list.
   You can choose either Teams or Users.
1. If you choose Teams, select the appropriate Team and Spaces from the drop-down list.
   
2. If you choose Users, select the appropriate User from the drop-down list.
   
   
   
   
5. Click Save.

Get Reminders for CRM Activities

1. Go to Zoho CRM's Calendar.
   
2. Click Options > Preferences.
   
3. In the Preferences popup, under Reminders, uncheck Turn off reminder via Cisco Webex Teams checkbox.
   
   
4. Click Save.

Enable SalesSignals Notification

1. Go to Setup > Channels > SalesSignals.
   
2. In the SalesSignals Settings page, under Cisco Webex Teams, enable or disable the appropriate channels.
   
3. Click Save. 

Deactivate Cisco Webex Teams Integration

1. Go to Setup > Marketplace > All and select the Installed tab.
   
2. Click Uninstall against Cisco Webex Teams.
   
   
3. Click Ok in the confirmation popup.
   
4. You can also deactivate by clicking Cisco Webex Teams > Disable.