Connect HelloLeads CRM and MSG91 to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
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 All WhatsApp Templates
Send WhatsApp Messages Using Template
Validate Email Address
Get all Contacts in a Phonebook
Get a Contact in Phonebook
Get all Segment
Create User Events
Check Template Status
Send WhatsApp Message
URL Shortener
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 SMS
Send RCS Template SMS
Ready to use HelloLeads CRM and MSG91 automations
Explore more automations built by businesses and experts
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
New WhatsApp Delivery Reports
Triggers when a new whatsapp Inbound and Outbound request is received.
New SMS Delivery Reports
Triggers when an SMS request is sent from your account and Provides real-time delivery reports
New Voice Call Reports
Triggers when a new Outbound and Inbound Voice calls.
New RCS Delivery Reports
Triggers to send the delivery reports of both inbound and outbound RCS messages.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Send Campaign
Send the selected MSG91 campaign to recipients.
Send Template SMS
Send the selected MSG91 SMS template to one or more mobile numbers, optionally filling template variables.
Send a Mail
Send a mail using a template.
Create or Update Contact in Segmento
Add a contact to the selected MSG91 Segmento phonebook, or update an existing contact when the same Contact_id is provided.
Update Contact in Segmento
Update an existing contact in a MSG91 Segmento phonebook using the contact's Contact_id and provided field values.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and MSG91 accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in MSG91 (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in MSG91. This includes choosing which data fields go into which fields of MSG91, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and MSG91 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between HelloLeads CRM and MSG91. 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.
About HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn MoreAbout MSG91
MSG91 is a powerful communication platform that enables businesses to send transactional SMS, emails, voice calls, and WhatsApp messages with ease. It also offers a dedicated OTP service for secure two-factor authentication, helping companies deliver fast, reliable, and scalable communication to their users.
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