Connect Method CRM and MSG91
Integrate Method CRM with MSG91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Template SMS via MSG91 when Recent Activities from Method CRM
Update Contact In Segmento in MSG91 Segmento when Recent Activities from Method CRM
Search a specific contact in Segmento in Msg91 when Recent Activities from Method CRM
Schedule a Template SMS via MSG91 when Recent Activities from Method CRM
Find Campaign Template Details from MSG91 when Recent Activities from Method CRM
Popular Method CRM + MSG91 flows
Start from a real workflow other teams are already running.
Choose a trigger
Method CRM
When this happens...
Recent Activities
New Contact Created
New Customers for QuickBooks
New Customers/Vendors
Fetch Updated Opportunities
Fetch Recent Contacts
Choose an action
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 Recent Activities from Method CRM
Use this flowUpdate Contact In Segmento in MSG91 Segmento when Recent Activities from Method CRM
Use this flowSearch a specific contact in Segmento in Msg91 when Recent Activities from Method CRM
Use this flowSchedule a Template SMS via MSG91 when Recent Activities from Method CRM
Use this flowFind Campaign Template Details from MSG91 when Recent Activities from Method CRM
Use this flowList WhatsApp Templates from MSG91 when Recent Activities from Method CRM
Use this flowValidate Email Address with MSG91 when Recent Activities from Method CRM
Use this flowGet all Contacts in a Phonebook from MSG91 Phonebook when Recent Activities from Method CRM
Use this flowGet a Contact in Phonebook from MSG91 when Recent Activities from Method CRM
Use this flowGet all Segment in Msg91 when Recent Activities from Method CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Method CRM and MSG91.
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Activities
Retrieve activities from Method CRM updated since the last scheduled check.
New Contact Created
Returns contacts created or updated in Method CRM since the last check.
New Customers for QuickBooks
Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.
New Customers/Vendors
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Fetch Updated Opportunities
Retrieves opportunities from Method CRM that have been modified since the scheduled time.
Fetch Recent Contacts
Retrieve customer and vendor records that were added or modified since the specified time window.
Do thisActions
Action is the task that follows automatically within your Method CRM integrations.
Create Activity
Create a new activity (call, to-do, SMS, or web comment), set start and due dates, status, and assign it to a user.
Create contact and link to entity
Create a new contact and attach it to an existing customer or company.
Create customer or lead
Add a new customer (or mark them as a lead) in Method CRM so you can track their contact details and billing information.
Create record in Method CRM
Add a new record to the selected Method CRM table using the details you enter.
Find Contact
Search for a contact by email, name, or entity and return its details.
Find customer or lead
Find a customer or lead by name or email and return their full record.
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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AI will build it for you
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 Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
Learn more
About MSG91
MSG91 is a cloud communication platform that provides APIs for SMS, WhatsApp, voice, email, RCS, OTP, and customer engagement automation for businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Method CRM 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 Method CRM 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 Method CRM triggers actions in MSG91, and a separate workflow where MSG91 triggers actions in Method CRM. 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 Method CRM and MSG91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Method CRM 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.
