Integrate Close with MSG91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Template SMS via MSG91 when New Call in Close
Update Contact In Segmento in MSG91 Segmento when New Call in Close
Search a specific contact in Segmento in Msg91 when New Call in Close
Schedule a Template SMS via MSG91 when New Call in Close
Find Campaign Template Details from MSG91 when New Call in Close
Start from a real workflow other teams are already running.
Close
When this happens...
New Call
New Contact
New Email
New Lead
Lead Status Change Updated
New Task
New Note
New Opportunity
Lead Updated
Lead Deleted
Task Updated
Task Completed
Task Deleted
Contact Updated
Contact Deleted
Email Updated
Email Sent
Email Deleted
New Email Thread Created
Email Thread Updated
Email Thread Deleted
Call Updated
Call Deleted
Note Updated
Note Deleted
Lead Status Change Deleted
CSV Import Created
CSV Import Completed
CSV Import Reverted
CSV Import Updated
Export Lead Created
Export Lead Updated
Export Lead Completed
Export Opportunity Created
Export Opportunity Updated
Export Opportunity Completed
Bulk Edit Created
Bulk Edit Updated
Bulk Edit Completed
Bulk Email Created
Bulk Email Updated
Bulk Email Completed
Contact Custom Fields Created
Activity Custom Fields is Created
Custom Activity Type Created
Custom Activity Instance Created
Custom Object Instance Created
Custom Object Instance Updated
Lead Status Created
Lead Status Updated
Opportunity Status Created
Opportunity Status Updated
Membership Activated
Membership Deactivated
Group Created
Group Updated
Saved Search Updated
Phone Number Created
Phone Number Updated
Email Template Created
Email Template Updated
SMS Template Created
SMS Template Updated
Comment Created
Comment Updated
Opportunity Updated
Comment Thread Created
Lead Merged
Opportunity Deleted
To get activity report
MSG91
Automatically do this!
Send Campaign
Send Template SMS
Send a Mail
Create or Update Contact in Segmento
Update Contact In Segmento
Search a specific contact in Segmento
Schedule a Template SMS
Find Campaign Template Details
List WhatsApp Templates
Send WhatsApp Template Message
Validate Email Address
Get all Contacts in a Phonebook
Get a Contact in Phonebook
Get all Segment
Create User Event
Check Template Status
Send WhatsApp Message
Generate Short URL
Verify OTP
Resend OTP
OTP Analytics
Send OTP via Widget
Resend Widget OTP
Verify Widget OTP
Verify Widget Token
Make a Voice Call
Send Voice Message
Send RCS Template Message
Create Alert
Close Alert
Send Mail via Hello
Search Tickets
List Email Domains
Send Template SMS via MSG91 when New Call in Close
Use this flowUpdate Contact In Segmento in MSG91 Segmento when New Call in Close
Use this flowSearch a specific contact in Segmento in Msg91 when New Call in Close
Use this flowSchedule a Template SMS via MSG91 when New Call in Close
Use this flowFind Campaign Template Details from MSG91 when New Call in Close
Use this flowList WhatsApp Templates from MSG91 when New Call in Close
Use this flowValidate Email Address with MSG91 when New Call in Close
Use this flowGet all Contacts in a Phonebook from MSG91 Phonebook when New Call in Close
Use this flowGet a Contact in Phonebook from MSG91 when New Call in Close
Use this flowGet all Segment in Msg91 when New Call in Close
Use this flowEverything you can automate between Close and MSG91.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Call is created or completed.
Triggers when a new contact is created.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Triggers when a new lead is created.
Triggers when a Lead status change is updated.
Triggers when a new task is created or completed.
Action is the task that follows automatically within your Close integrations.
create a contact.
Update an existing contact.
Creates a New Task.
create a bulk mail.
delete an Email on lead.
Updates a New call.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn moreMSG91 is a cloud communication platform that provides APIs for SMS, WhatsApp, voice, email, RCS, OTP, and customer engagement automation for businesses.
Learn moreSign up for a free viaSocket account, then authorize both your Close and MSG91 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 Close and MSG91 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 MSG91. No coding required.
Yes. You can set up a workflow where Close triggers actions in MSG91, and a separate workflow where MSG91 triggers actions in Close. 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 Close and MSG91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Close and MSG91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.