Connect Zoho CRM and MSG91
Integrate Zoho CRM with MSG91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search a specific contact in Segmento in Msg91 when New Lead in Zoho CRM
Schedule a Template SMS via MSG91 when New Lead in Zoho CRM
Find Campaign Template Details from MSG91 when New Lead in Zoho CRM
Validate Email Address with MSG91 when New Lead in Zoho CRM
Get all Contacts in a Phonebook from MSG91 Phonebook when New Lead in Zoho CRM
Popular Zoho CRM + MSG91 flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
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
Send Mail via Hello
List Integrated WhatsApp Numbers
Search Tickets
List Email Domains
Create WhatsApp Template
Delete Template
Search a specific contact in Segmento in Msg91 when New Lead in Zoho CRM
Use this flowSchedule a Template SMS via MSG91 when New Lead in Zoho CRM
Use this flowFind Campaign Template Details from MSG91 when New Lead in Zoho CRM
Use this flowValidate Email Address with MSG91 when New Lead in Zoho CRM
Use this flowGet all Contacts in a Phonebook from MSG91 Phonebook when New Lead in Zoho CRM
Use this flowGet a Contact in Phonebook from MSG91 when New Lead in Zoho CRM
Use this flowGet all Segment in Msg91 when New Lead in Zoho CRM
Use this flowCreate User Event in MSG91 when New Lead in Zoho CRM
Use this flowCheck Template Status in MSG91 when New Lead in Zoho CRM
Use this flowGenerate Short URL with MSG91 when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and MSG91.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Update New Lead trigger perform code with required fields param for Zoho CRM v8 pagination.
New Contact
Triggers when a new contact is created in Zoho CRM.
New Account
Adds transferoption code for the New Account polling trigger using Zoho CRM Accounts Get Records pagination.
New Deals
Update New Deals trigger transferoption to use Zoho CRM Get Records page_token pagination.
New Task
Update scheduled trigger transferoption to use Zoho CRM v8 Get Records requirements with fields and page_token pagination.
New or Updated Lead
Update sample data code for New or Updated Lead trigger.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead in Zoho CRM by Lead ID.
Create a Note
Create a note in the selected module
Create a lead
Updated Zoho CRM Create a lead action with dynamic dropdowns for Layout, Wizard, and Assignment Rule, plus reviewer-suggested custom field date/datetime handling and wizard connection path validation.
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Update note_id field visibility so the Note dropdown appears only after a lead is selected, while preserving existing perform logic and input field behavior.
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
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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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.
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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
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 Zoho 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 Zoho 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 Zoho CRM triggers actions in MSG91, and a separate workflow where MSG91 triggers actions in Zoho 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 Zoho CRM and MSG91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho 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.
