Connect M91 and Zoho CRM
Integrate M91 with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular M91 + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
M91
When this happens...
- Request a new Trigger for M91
Choose an action
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Get Channel Alert by ID from M91 when New Lead in Zoho CRM
Use this flowInvite Direct Recipient to M91 when New Lead in Zoho CRM
Use this flowGet Direct Alert by ID from M91 when New Lead in Zoho CRM
Use this flowInvite Channel Members to a channel in M91 when New Lead in Zoho CRM
Use this flowCreate Channel in M91 when New Lead in Zoho CRM
Use this flowSend Direct Alert via M91 when New Lead in Zoho CRM
Use this flowSend Channel Alert via M91 when New Lead in Zoho CRM
Use this flowClose Channel Alert in M91 when New Lead in Zoho CRM
Use this flowDelete Direct Recipient from M91 when New Lead in Zoho CRM
Use this flowDelete Channel Member in M91 when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between M91 and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Apply the approved sample-code-only update. Preserve the existing action description, all other code blocks, input fields, scopes, metadata, and component mappings.
New Contact
Update approved perform, sample, and transfer blocks to Zoho CRM v8 with required fields and safe response reads; preserve inputs, scopes, metadata, fallback sample, and existing error mappings.
New Account
Update perform and sample endpoints to Zoho CRM v8, adding required sample fields and safe response access.
New Deals
Apply confirmed v8 polling, latest sample, and safe historical transfer updates to the existing New Deals trigger.
New Task
Update perform and sample code to Zoho CRM v8 with required fields and creation-time sorting.
New or Updated Lead
Update perform, sample, and transfer code to use the Zoho CRM v8 Leads endpoint and required fields.
Do thisActions
Action is the task that follows automatically within your M91 integrations.
Get Channel Alert by ID
Retrieve a channel alert's status, responders, notes, files, and decision using a Send Alert Link and Alert ID or Custom ID.
Invite Direct Recipient
Invite a person by phone so you can alert them directly once they accept in the M91 app.
Get Direct Alert by ID
Get an alert's status, who answered with notes and files, who is pending, and the decision.
Invite Channel Members
Invite one or more phone numbers to a channel by selecting it or entering its ID. Phones must be digits with country code (no +).
Create Channel
Create a team alert channel and return its send link, ready for Send Channel Alert.
Send Direct Alert
Send an alert to one phone number with title, description, severity, attachments, callback URL, response buttons, and auto-close.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About M91
M91 is an alert escalation platform that routes critical notifications to the right people through push, SMS, and voice calls until an alert is acknowledged. It supports actionable alerts and sends responders’ actions back to the originating system.
Learn moreSimilar apps
About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your M91 and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between M91 and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where M91 triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in M91. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between M91 and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire M91 and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
