Connect MSG91 and Sangam CRM 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 a new Lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create Ticket
Create a Company
Create a Campaign
Update a lead
Insert or Update Data With Linking Module
Update an Account
Search an User
Create lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Create Event Member
Update a Ticket
Ready to use MSG91 and Sangam CRM 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 Sangam Crm Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Step by step guides to integrate MSG91 and Sangam CRM
Frequently Asked Questions
To start, connect both your MSG91 and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in MSG91 triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how MSG91 data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.
The data sync between MSG91 and Sangam 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 Sangam 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
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 Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Learn More
