Agile CRM SMS Integration

Yes - Mobile Message does integrate with Agile CRM!

Sales teams, support managers, and operations leaders who use Agile CRM need to move fast and stay aligned. When deals progress, cases come in, or tasks are assigned, every hour of delay costs momentum and relationships. You're already managing case tracking and deal pipelines inside Agile CRM, but getting information to the right person at the right time still takes too many steps.

Mobile Message cuts through the noise. When a new deal, case, or task is created in Agile CRM, or when a deal reaches a critical milestone, Mobile Message sends your team an SMS alert. No app switching, no email filters to miss. Your sales rep gets a text the moment a lead arrives. Your support manager knows instantly when a case needs escalation. Your team gets notified when they're assigned a task.

You can also respond to text messages: when a customer texts in, Mobile Message can create a new contact or task in Agile CRM automatically.

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

Agile CRM SMS Integration

What you can automate

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

When A new deal is created in Agile CRM Agile CRM · New Deal
Then Text the sales manager to review and assign it Mobile Message · Send SMS
Use this Zap
When A new case is created Agile CRM · New Case
Then Text the support team for immediate attention Mobile Message · Send SMS
Use this Zap
When A deal reaches a key milestone Agile CRM · Changed Deal Milestone
Then Text the account owner to schedule next steps Mobile Message · Send SMS
Use this Zap
When A customer texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Create them as a contact in Agile CRM automatically Agile CRM · Create Contact
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 Agile CRM supports on Zapier

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

Triggers 9
  • Changing Any Deal Milestone — Changing any milestone in Agile CRM should be triggered.
  • Changed Deal Milestone — Triggers when a Deal reaches a specific milestone you choose.
  • New Case — Triggers when a new case is added in Agile CRM.
  • New Contact — Triggers when a new contact is add in AgileCRM.
  • New Deal — Triggers when a new Deal is added in AgileCRM.
  • New Event — Triggers when a new event is created in Agile CRM.
  • New Tag to Contact — Triggers when a tag is added to contact in AgileCRM.
  • New Task — Triggers when a new task is added in the Agile CRM.
Show all 9 triggers
  • New Ticket — Triggers when a new ticket is added in Agile CRM.
Actions 11
  • Add Event — Create event an event in Agile CRM.
  • Add Note — Add a Note to the Contact.
  • Add Score to Contact — Add Score to a Contact in the AgileCRM.
  • Add Tag to Contact — Add Tag to a Contact in the Agile CRM.
  • Add to Campaign — Subscribe to a Campaign.
  • Create Company — Create a New Company.
  • Create Contact — Creates New Contact in the Agile CRM.
  • Create Deal — Create a deal in the Agile CRM.
Show all 11 actions
  • Create or Update Contact — Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
  • Create Task — Create a Task for the Contact.
  • Create Ticket — Creates Ticket in the Agile CRM.

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.

Agile CRM + SMS: common questions

Can I get an SMS when a new deal or case arrives in Agile CRM?

Yes. Set up Zaps for each event: when a new deal is created, when a case comes in, or when a task is assigned, Mobile Message sends an SMS to the right team member. They'll know immediately and can act without logging in.

Can I send a text when a deal reaches a specific stage?

Yes. Set up a Zap that watches for deals reaching a milestone you choose (e.g. proposal sent, negotiation, close), then sends an SMS to the account owner or manager. This keeps your team aligned on progress without constant CRM checks.

How do I get both systems connected?

Sign up for Mobile Message if you don't already have an account, then go to Zapier and authorise both Agile CRM and Mobile Message. Choose the CRM events to watch (new deals, cases, tasks, or milestones) and which team members get SMS alerts for each.

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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!