Connect MSG91 and Pipedrive 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
New Call Completed
Choose an Action
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Ready to use MSG91 and Pipedrive automations
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
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
Know More About Msg91 and Pipedrive Integrations
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Step by step guides to integrate MSG91 and Pipedrive
Frequently Asked Questions
To start, connect both your MSG91 and Pipedrive accounts to viaSocket. Once connected, you can set up a workflow where an event in MSG91 triggers actions in Pipedrive (or vice versa).
Absolutely. You can customize how MSG91 data is recorded in Pipedrive. This includes choosing which data fields go into which fields of Pipedrive, setting up custom formats, and filtering out unwanted information.
The data sync between MSG91 and Pipedrive 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 Pipedrive. 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 Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn More
