AgencyBloc SMS Integration

Yes - Mobile Message does integrate with AgencyBloc!

Insurance agents chasing down clients is part of the job, but it eats your day. A policy is created but the client does not know yet. An individual is added to your system but following up means manual calls or emails that do not always get read. You chase the same people repeatedly because the handoff between your CRM and your outreach is broken, and tasks slip through because they live in AgencyBloc without triggering any action outside it.

Zapier connects AgencyBloc directly to Mobile Message so your team can reach clients instantly without the back and forth. When a new individual is added to AgencyBloc, they are automatically created in Mobile Message so you can text them straight away. When a policy is created, send an SMS to confirm coverage and next steps. New activities created in AgencyBloc can trigger SMS reminders so your team stays on top of follow ups.

Your clients now hear from you at the moments that matter most, from policy creation through service renewals. Text messages cut through the noise and reach people on their phones where they actually respond. Your team stops losing leads to bad handoffs between systems.
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Connect Now with Zapier SMS Pricing Start a Free Trial50 FREE SMS Credits

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

AgencyBloc SMS Integration

What you can automate

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

When Instant A new individual is created in AgencyBloc AgencyBloc · Individual Created
Then Create them in Mobile Message ready to receive SMS Mobile Message · Create Contact
Use this Zap
When Instant A new policy is created in AgencyBloc AgencyBloc · Policy Created
Then Send the client a confirmation text with next steps Mobile Message · Send SMS
Use this Zap
When Instant A new activity is created in AgencyBloc AgencyBloc · Activity Created
Then Text the team a reminder to complete the task Mobile Message · Send SMS
Use this Zap
1.6 cents SMS Service
Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

Direct Carrier SMS Delivery
100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

Free Dedicated SMS Number
FREE Dedicated Number

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

Everything AgencyBloc supports on Zapier

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

Triggers 8
  • Activity Created — Triggers when an Activity is created in AgencyBloc.
  • Activity Updated — Triggers when an Activity is updated in AgencyBloc.
  • Group Created — Triggers when a Group is created in AgencyBloc.
  • Group Updated — Triggers when a Group is updated in AgencyBloc.
  • Individual Created — Triggers when an Individual is created in AgencyBloc.
  • Individual Updated — Triggers when an Individual is updated in AgencyBloc.
  • Policy Created — Triggers when a Policy is created in AgencyBloc.
  • Policy Updated — Triggers when a Policy is updated in AgencyBloc.
Actions 4
  • Create Activity — Creates an Activity in AgencyBloc.
  • Create Group — Creates a Group in AgencyBloc.
  • Create Individual — Creates an Individual in AgencyBloc.
  • Create Policy — Creates a Policy in AgencyBloc.

Everything Your Integration Needs

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Easy-to-Use Integration

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

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Custom Sender IDs

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

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Real-Time Delivery Receipts

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

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Inbound SMS Handling

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

AgencyBloc + SMS: common questions

Can I send an SMS when a new policy is created in AgencyBloc?

Yes. Create a Zap that triggers when a policy is created and sends an SMS to the client with their policy details or a link to review coverage. Clients appreciate the quick confirmation and know to expect their documents.

How do I make sure new clients hear from me right away?

When a new individual is added to AgencyBloc, set up a Zap to create them in Mobile Message automatically. You can then send a welcome SMS or add them to a campaign so they hear from you immediately.

What do I need to connect AgencyBloc to Mobile Message?

Log into Zapier and authorise both AgencyBloc and Mobile Message accounts. Then create Zaps for the events that matter most to your business, like new policies, new clients, or important activities. Each Zap takes just a few minutes to set up.

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Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!

Start Messaging Now50 FREE SMS Credits