Integrate Zoho CRM with MSG91
Send information between Zoho CRM and MSG91 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in MSG91 for a newly added contact in Zoho CRM
Send personalized welcome emails to every new contact in your customer relationship management platform. This flow will trigger a welcome email in MSG91 whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow sends a text message to the specified phone numbers in MSG91.
Send a greeting email in MSG91 for a newly added contact in Zoho CRM
Zoho CRM + MSG91
Create a contact in MSG91 each time a contact is created in Zoho CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in MSG91 for new contacts created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact or updates the details of an existing contact in MSG91.
Create a contact in MSG91 each time a contact is created in Zoho CRM
Zoho CRM + MSG91
Generate a new contact in MSG91 each time a new contact is created in Zoho CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in MSG91 whenever a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact or updates the details of an existing contact in MSG91.
Generate a new contact in MSG91 each time a new contact is created in Zoho CRM
Zoho CRM + MSG91
Build your own integrations between Zoho CRM and MSG91
Connect Zoho CRM and MSG91 with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and MSG91 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
User created or updated
Triggers when the details of an existing user are created or updated
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send mail merge
Sends a mail merge with details of the selected record
Draft email template
Drafts an email based on the selected template
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Send email
Sends an email to the specified recipients
Resend OTP
Resends an OTP to the selected phone number
Create or update contact
Creates a new contact or updates the details of an existing contact
Send WhatsApp template message
Sends a WhatsApp template message to the specified phone numbers
Send OTP
Sends an OTP to the selected phone number
Send SMS
Sends a text message to the specified phone numbers
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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What is MSG91?
MSG91 is an SMS solution for bulk, regional, and transactional SMS. You can track market trends, verify numbers with OTPs, and send customized messages.
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