Connect MSG91 and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
WhatsApp Delivery Report Arrives
SMS Delivery Confirmation Arrives
New Voice Call
RCS Delivery Report Received
OTP Sent
New Email Delivery Reports
New Push Notification
New Ticket Arrives
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
WhatsApp Delivery Report Arrives
Runs when a new inbound or outbound WhatsApp delivery report arrives.
SMS Delivery Confirmation Arrives
Runs when an SMS sent from your account receives a delivery confirmation.
New Voice Call
Runs when a new outbound or inbound voice call is made or received.
RCS Delivery Report Received
Runs when a delivery report for an RCS message is received for messages sent or received.
OTP Sent
Runs when an OTP is sent using MSG91's SendOTP service.
New Email Delivery Reports
Runs when a delivery report for an email is received.
Do thisActions
Action is the task that follows automatically within your MSG91 integrations.
Send Campaign
Send the selected campaign to recipients.
Send Template SMS
Send a selected SMS template to one or more phone numbers and optionally fill 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.
Search a specific contact in Segmento
Search email, phone or any other field data using filter
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Frequently Asked Questions
To start, connect both your MSG91 and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in MSG91 triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how MSG91 data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between MSG91 and BoardCRM 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 MSG91 and BoardCRM. 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 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.
Learn MoreAbout BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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