AdvisorEngine CRM SMS Integration

Yes — Mobile Message integrates with AdvisorEngine CRM. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the AdvisorEngine CRM integration

A prospective client can become ready for attention while an adviser is meeting another household. AdvisorEngine CRM helps financial advisers manage households, prospects, opportunities, dashboards, and practice workflows. Its Prospect Created and Opportunity Created triggers can start a Mobile Message SMS through Zapier, so the right person receives a prompt notification.

Household Created can also send a welcome message or internal alert when a new household record is added. Opportunity Status Updated is useful when a prospect moves into a stage that needs follow-up. Mobile Message's Send SMS action can use the phone number and selected CRM fields to make the message specific, while Create Contact can place a suitable prospect in Mobile Message.

This connection supports focused notifications around adviser work without suggesting that the two platforms synchronise records. Pick the AdvisorEngine event that marks an important moment, then choose a Mobile Message action in Zapier. Write messages that respect your firm's communication policy and keep client information limited to what is appropriate for SMS.
Categories:

A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect AdvisorEngine CRM and Mobile Message through Zapier and these run on their own, with no code and no developer.

When A new AdvisorEngine prospect is created AdvisorEngine CRM · Prospect Created
Then Text the adviser about the new prospect Mobile Message · Send SMS
Use this Zap
When An opportunity status changes AdvisorEngine CRM · Opportunity Status Updated
Then Text the adviser about the next follow-up Mobile Message · Send SMS
Use this Zap
When A new client household is created AdvisorEngine CRM · Household Created
Then Create the household contact in Mobile Message Mobile Message · Create Contact
Use this Zap
When A new opportunity enters AdvisorEngine AdvisorEngine CRM · Opportunity Created
Then Add the prospect to an opportunities list Mobile Message · Add Contact to List
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything AdvisorEngine CRM supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 4
  • Household Created — Triggers when a new household is created.
  • Opportunity Created — Triggers when a new opportunity is created.
  • Opportunity Status Updated — Triggers when an existing opportunity's status is updated.
  • Prospect Created — Triggers when a new prospect is created.
Actions 6
  • Create Household — Creates a new household.
  • Create Opportunity — Creates a new opportunity linked to a specified household.
  • Create Prospect — Creates a new prospect.
  • Update Client Contact Details — Keep your client records synchronized. Use this action to update the primary address, phone number, email, and contact metadata for an individual client.
  • Update Household Contact Information — Keep your household contact information synchronized. Use this action to update the primary email, phone number, and address.
  • Update Opportunity — Updates an existing opportunity for a household. Only provided fields will be updated.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

AdvisorEngine CRM + SMS: common questions

Can AdvisorEngine CRM text an adviser when a prospect is created?

Yes. Prospect Created can trigger Mobile Message's Send SMS action through Zapier. Map the available adviser or prospect phone number and include suitable opportunity details in the notification.

Can AdvisorEngine status changes trigger client messaging?

Yes. Opportunity Status Updated can start a Mobile Message SMS. The Zap can notify an adviser or another permitted recipient when a relevant opportunity stage changes, using only appropriate CRM information.

What do advisers need to connect AdvisorEngine with Mobile Message?

You need AdvisorEngine CRM, Mobile Message, and Zapier accounts. Zapier provides the no-code setup. Select an AdvisorEngine trigger, add a Mobile Message action, map the fields, test the result, and then activate the Zap.

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