MSG91 + PerfexCRM Integration

Integrate MSG91 to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Track campaign deliveries, create leads and customers, update tasks, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • MSG91
    Delivery report in MSG91 Instant
  • MSG91
    Campaign is created in MSG91
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2.
  • MSG91
    Send SMS in MSG91
  • MSG91
    Run Campaign in MSG91
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM

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Ready Workflows Ready Workflows for MSG91 + PerfexCRM Integration

Track campaign deliveries, create new leads, update customer records, and log invoices, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your MSG91 + PerfexCRM flow

Connect supporting tools to capture leads, alert your team, and keep your communication channels updated. Pick a combination and activate it in one click.

MSG91
PerfexCRM
+
StripeStripe (3)
+
WhatsAppWhatsApp (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TrelloTrello (3)
S
P
M
Create a PerfexCRM invoice from every new Stripe charge, and send an SMS notification via MSG91.
New Stripe charges instantly create a corresponding invoice in PerfexCRM and trigger an SMS notification through MSG91.
S
P
M
When a new Stripe customer is created, create a customer record in PerfexCRM and send a welcome SMS via MSG91.
New Stripe customers are automatically registered in PerfexCRM and greeted with an SMS sent via MSG91.
S
C
P
M
Use ChatGPT to analyse failed Stripe charges, create a support ticket in PerfexCRM, and send an SMS alert via MSG91.
ChatGPT assesses failed Stripe payments, opens a support ticket in PerfexCRM, and alerts staff via MSG91.

Supported triggers and actions for MSG91 and PerfexCRM

Mix and match to build the exact automation you need

MSG91
MSG91 Triggers & Actions
Instant
Delivery report in MSG91
Triggers the automation when a delivery report is generated
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Campaign is created in MSG91
Triggers the automation when a new campaign is created
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Send SMS in MSG91
Sends a text message to particular recipients
Try it →
Run Campaign in MSG91
Runs a campaign
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PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
Try it →
Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
Try it →
Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
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Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
Try it →

What can you automate with MSG91 + PerfexCRM?

Streamline your communication workflows and CRM management with ready-to-use automation recipes.

What you can automate?
🚀
Sync campaign events directly into PerfexCRM
Turn every MSG91 campaign creation into structured customer leads and tasks within PerfexCRM automatically, ensuring your sales pipeline reflects outreach immediately.
📝
Capture every submitted field and status detail
Map all delivery report attributes and campaign parameters into separate PerfexCRM fields instead of basic notifications, creating richer customer profiles.
🔔
Notify the right team member the moment delivery occurs
Trigger SMS alerts via MSG91 or task assignments in PerfexCRM instantly when campaign delivery reports confirm successful audience reach.
🔀
Route records based on campaign criteria
Create specific leads or support tickets in PerfexCRM depending on the outcome and parameters submitted in your MSG91 delivery reports.
🔄
Keep customer records updated as status changes
Automatically search for existing contacts and update customer records in PerfexCRM whenever new MSG91 activity takes place.
🔍
Search and update instead of creating duplicates
Check whether a customer already exists in PerfexCRM before adding new entries, keeping your CRM database clean and organized.
📉
Handle delivery failures and support tickets
Convert failed MSG91 delivery reports into priority support tickets or tasks in PerfexCRM so your team can resolve communication bottlenecks.
🌐
Extend your workflow to external productivity apps
Connect your MSG91 and PerfexCRM flow with Slack, Gmail, or Google Drive to alert teams and archive campaign documentation automatically.
And much more...

Who is MSG91 + PerfexCRM integration for?

Connecting communication logs and customer records helps teams eliminate manual data entry, speed up response times, and keep business pipelines accurate.

Marketing analysts
Marketing analysts
Sales representatives
Sales representatives
Client managers
Client managers
Operations leads
Operations leads
Account executives
Account executives
Customer success managers
Customer success managers
📊
Marketing analysts
You're reviewing campaign metrics in MSG91 but your customer records in PerfexCRM only update when someone manually exports delivery reports, so the conversion counts you're optimising against are always a few hours behind — with this integration, every delivery report updates your CRM instantly and your data stays current.
Sales representatives
You need to act fast on campaign engagement, but leads languish in messaging logs until someone manually copies them over, so prospective clients find out too late — automating both apps means every lead is created in your CRM the moment outreach occurs.
📋
Client managers
You answer to external stakeholders who want to see campaign progress and project updates, but tracking details remain scattered across tools — this integration means all communication events and client tasks sync automatically into one accessible timeline.
⚙️
Operations leads
The communication volume is too high for anyone to keep up by hand, leading to missed customer records and broken follow-ups — automating both apps means every message event creates structured customer files without manual intervention.
🤝
Account executives
You own the next sales step and depend on someone upstream to hand over campaign leads, but handoffs get delayed — connecting these apps means every new contact is pushed straight to your CRM pipeline for immediate outreach.
🗂️
Customer success managers
You need a reliable history of all client interactions and keep finding gaps where message logs failed to reach your CRM — integrating these apps means every notification and ticket is recorded accurately without missing a beat.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate MSG91 + PerfexCRM

Build and manage your MSG91 + PerfexCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect MSG91 + PerfexCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect MSG91 to PerfexCRM?
Frequently Asked Questions
You can connect MSG91 to PerfexCRM instantly using 1-click ready workflows or build custom flows with Integrately AI. Pair them with tools like Slack, Gmail, or Stripe to manage your communication and customer records seamlessly.
Can I automatically create PerfexCRM leads from MSG91 campaigns?
Frequently Asked Questions
Can I connect MSG91, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for MSG91 and PerfexCRM?
Frequently Asked Questions
How does MSG91 handle delivery reports in integrations?
Frequently Asked Questions
Can I update customer records in PerfexCRM using MSG91 data?
Frequently Asked Questions
Do I need coding skills to connect MSG91 and PerfexCRM?
Frequently Asked Questions
Is the MSG91 and PerfexCRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect MSG91 or PerfexCRM With 1500+ Other Apps

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