Connect MSG91 and Method CRM 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!
- Request a new Action for Method CRM
Enable Integrations or automations with these events of MSG91 and Method CRM
Enable Integrations or automations with these events of MSG91 and Method CRM
Triggers
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.
Actions
Send Campaign
Send a specific Campaign.
Send SMS using Template
MSG91 send sms using template id.
Send a Mail
Send a mail using a template.
Create contact in Segmento
Create or update contact in your Segmento table
Update contact in Segmento
Use Contact id to update existing contact in segmento
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 Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in MSG91 triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how MSG91 data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.
The data sync between MSG91 and Method CRM 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 Method CRM. 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
Transactional SMS, Email API, Voice API, WhatsApp APIs, and a dedicated OTP platform for two-factor authentication.
Learn MoreAbout 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.
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