Connect MSG91 and Zoho CRM
Integrate MSG91 with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a lead in Zoho CRM when When a new whatsapp event arrives in MSG91
Create a Note in Zoho-crm when When a new whatsapp event arrives in MSG91
Create a lead in Zoho-crm when When a new whatsapp event arrives in MSG91
Search Lead in Zoho CRM when When a new whatsapp event arrives in MSG91
Update Note in Lead in Zoho-crm when When a new whatsapp event arrives in MSG91
Popular MSG91 + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
MSG91
When this happens...
When a new whatsapp event 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
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Update a lead in Zoho CRM when When a new whatsapp event arrives in MSG91
Use this flowCreate a Note in Zoho-crm when When a new whatsapp event arrives in MSG91
Use this flowCreate a lead in Zoho-crm when When a new whatsapp event arrives in MSG91
Use this flowSearch Lead in Zoho CRM when When a new whatsapp event arrives in MSG91
Use this flowUpdate Note in Lead in Zoho-crm when When a new whatsapp event arrives in MSG91
Use this flowAdd Tags to Leads in Zoho CRM when When a new whatsapp event arrives in MSG91
Use this flowSearch Contact in Zoho CRM when When a new whatsapp event arrives in MSG91
Use this flowAttach File to Record in Zoho CRM when When a new whatsapp event arrives in MSG91
Use this flowFind Module in Zoho CRM when When a new whatsapp event arrives in MSG91
Use this flowCreate Record in Zoho CRM when When a new whatsapp event arrives in MSG91
Use this flowSupported Triggers & Actions
Everything you can automate between MSG91 and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new whatsapp event arrives
Runs the workflow automatically whenever 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
Create or update contact
Update Contact In Segmento
Update a contact in Segmento
Search a specific contact in Segmento
Search email, phone or any other field data using filter
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About MSG91
MSG91 is a cloud communication platform that provides APIs for SMS, WhatsApp, voice, email, RCS, OTP, and customer engagement automation for businesses.
Learn moreSimilar apps
About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MSG91 and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MSG91 and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where MSG91 triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in MSG91. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MSG91 and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MSG91 and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
