Connect Sangam CRM and MSG91
Integrate Sangam CRM with MSG91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Template SMS via MSG91 when New Lead Created in Sangam CRM
Update Contact In Segmento in MSG91 Segmento when New Lead Created in Sangam CRM
Search a specific contact in Segmento in Msg91 when New Lead Created in Sangam CRM
Schedule a Template SMS via MSG91 when New Lead Created in Sangam CRM
Find Campaign Template Details from MSG91 when New Lead Created in Sangam CRM
Popular Sangam CRM + MSG91 flows
Start from a real workflow other teams are already running.
Choose a trigger
Sangam CRM
When this happens...
New Lead Created
New Contact Created
Opportunity Created
New Ticket Created
New Account Created
New Task Created
New Campaign Created
New Quotation Is Created
New Call Created
New Contract Created
New Product Created
New Holiday Created
New Report Is Created
New Attachment Is Created
New Template Created
New Lead Updated
Contact Updated
Opportunity Updates
Existing Contract Updated
Ticket Is Updated
Account Is Updated
Task Is Updated
Campaign Updated
Quotation Updated
Call Is Updated
Existing Product Is Updated
Holiday Is Updated
Report Is Updated
Attachment Updated
New Template Updated
New Partner Registration created
Existing Partner registeration is Updated
Lead Created Or Updated
Record Created Or Updated
Choose an action
MSG91
Automatically do this!
Send Campaign
Send Template SMS
Send a Mail
Create or Update Contact in Segmento
Update Contact In Segmento
Search a specific contact in Segmento
Schedule a Template SMS
Find Campaign Template Details
List WhatsApp Templates
Send WhatsApp Template Message
Validate Email Address
Get all Contacts in a Phonebook
Get a Contact in Phonebook
Get all Segment
Create User Event
Check Template Status
Send WhatsApp Message
Generate Short URL
Verify OTP
Resend OTP
OTP Analytics
Send OTP via Widget
Resend Widget OTP
Verify Widget OTP
Verify Widget Token
Make a Voice Call
Send Voice Message
Send RCS Template Message
Create Alert
Close Alert
Send Mail via Hello
Search Tickets
List Email Domains
Send Template SMS via MSG91 when New Lead Created in Sangam CRM
Use this flowUpdate Contact In Segmento in MSG91 Segmento when New Lead Created in Sangam CRM
Use this flowSearch a specific contact in Segmento in Msg91 when New Lead Created in Sangam CRM
Use this flowSchedule a Template SMS via MSG91 when New Lead Created in Sangam CRM
Use this flowFind Campaign Template Details from MSG91 when New Lead Created in Sangam CRM
Use this flowList WhatsApp Templates from MSG91 when New Lead Created in Sangam CRM
Use this flowValidate Email Address with MSG91 when New Lead Created in Sangam CRM
Use this flowGet all Contacts in a Phonebook from MSG91 Phonebook when New Lead Created in Sangam CRM
Use this flowGet a Contact in Phonebook from MSG91 when New Lead Created in Sangam CRM
Use this flowGet all Segment in Msg91 when New Lead Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Sangam CRM and MSG91.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Sangam CRM integrations.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
Fetch Module Fields
Get all fields for a module
Create Contact
Creates a new contact in CRM
Create Ticket
Create a new ticket
Create Company
Create a new company record
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Sangam CRM and MSG91 workflows.
Learn how to automate Sangam CRM and MSG91 workflows.
Learn how to automate Sangam CRM and MSG91 workflows.
Learn how to automate Sangam CRM and MSG91 workflows.
Learn how to automate Sangam CRM and MSG91 workflows.
Learn how to automate Sangam CRM and MSG91 workflows.
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About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sangam CRM and MSG91 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 Sangam CRM and MSG91 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 MSG91. No coding required.
Yes. You can set up a workflow where Sangam CRM triggers actions in MSG91, and a separate workflow where MSG91 triggers actions in Sangam CRM. 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 Sangam CRM and MSG91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sangam CRM and MSG91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
