Canopy Connect SMS Integration

Yes — Mobile Message integrates with Canopy Connect. 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 Canopy Connect integration

A prospect submits information through Canopy Connect and your insurance team still needs to make contact. The manual chase between a completed pull and a first response can cost valuable time. Through Zapier, Pull Completed can trigger Mobile Message to send a plain-text SMS, create the prospect as a contact or add the person to a list.

That gives the prospect a clear acknowledgement after Canopy Connect finishes processing their information. It can also place the person into a Mobile Message workflow for a later message, depending on the fields available from the completed pull. Inbound SMS Received can work in the other direction by starting a Canopy Connect action only if one is available, but Canopy Connect provides no actions in this connection, so the useful workflows run from Canopy Connect to Mobile Message.

This is not a native two-way integration or an automatic insurance data sync. It is a focused Zapier connection for responding to a completed pull with an SMS or contact action. You choose the wording, recipient and conditions during setup, then test the result before using it with prospects.
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 Canopy Connect and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant Canopy Connect finishes a prospect pull Canopy Connect · Pull Completed
Then Text the prospect an acknowledgement Mobile Message · Send SMS
Use this Zap
When Instant A Canopy Connect pull is completed Canopy Connect · Pull Completed
Then Create the prospect in Mobile Message Mobile Message · Create Contact
Use this Zap
When Instant A prospect pull finishes processing Canopy Connect · Pull Completed
Then Add the prospect to an SMS 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 Canopy Connect supports on Zapier

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

Triggers 1
  • Pull Completed — Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.

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.

Canopy Connect + SMS: common questions

Can Canopy Connect send an SMS when a pull is completed?

Yes. Pull Completed is the available Canopy Connect trigger and it can run Mobile Message Send SMS. The message can acknowledge the completed submission using the prospect data supplied to Zapier.

Can completed Canopy Connect prospects become Mobile Message contacts?

Yes. Pair Pull Completed with Create Contact or Add Contact to List. This can record the prospect or place them in a selected messaging list after Canopy Connect finishes processing.

What do I need to connect Canopy Connect and Mobile Message?

Set up a Zap in Zapier with Canopy Connect Pull Completed and a Mobile Message action, then authorise both services. No code is needed, but you need accounts with Canopy Connect and Mobile Message.

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