Connect MSG91 and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New WhatsApp Delivery Reports
New SMS Delivery Reports
New Voice Call Reports
New RCS Delivery Reports
New SendOTP Delivery
New Email Delivery Reports
New Push Notifications
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New SendOTP Delivery
Triggers when a OTPs is sent via SendOTP API.
New Email Delivery Reports
Triggers when receive's delivery reports for your Emails.
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 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.
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 Close accounts to viaSocket. Once connected, you can set up a workflow where an event in MSG91 triggers actions in Close (or vice versa).
Absolutely. You can customize how MSG91 data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between MSG91 and Close 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 Close. 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 Close
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.
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