CB Insights SMS Integration

Yes — Mobile Message integrates with CB Insights. 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 CB Insights integration

Finding new business opportunities is how revenue grows, and speed matters. CB Insights watches the market for deals, acquisitions, and new companies matching your search criteria and alerts you immediately when something important happens. With Zapier you can send SMS notifications the moment new deals or companies matching your profile appear so your sales team learns about leads instantly rather than waiting to check their email in the morning.

Keeping track of competitors and customers also gets easier. When a vendor or client relationship is added for a company you follow, you can instantly message your team so they know a customer's business structure has changed. The result is faster response times and no missed opportunities buried in your inbox.

Market intelligence moves fast, and teams that respond in hours rather than days capture more opportunities. Rather than checking CB Insights periodically, SMS ensures your sales team learns about critical events the moment they occur. An SMS alert about a new deal or company means you're not playing catch-up with information from yesterday, but responding to today's opportunity while your competitors are still unaware.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

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

When A new deal matching your search is identified CB Insights · Get Deals
Then Text your sales team about the investment or acquisition Mobile Message · Send SMS
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When A new company matching your criteria appears CB Insights · Get Organizations
Then Send SMS to notify your team of the prospect Mobile Message · Send SMS
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When A client or vendor relationship is logged for a company CB Insights · Get Business Relationships
Then Notify relevant team members about the business change Mobile Message · Send SMS to List
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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 CB Insights supports on Zapier

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

Triggers 3
  • Get Business Relationships — Triggers when CB Insights logs a new vendor, client, or partner for a given organization.
  • Get Deals — Triggers when CB Insights logs one or multiple new investments, acquisitions, or divestitures fitting your search.
  • Get Organizations — Triggers when CB Insights logs one or multiple new companies or investors fitting your search criteria.

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.

CB Insights + SMS: common questions

Can I get an SMS when a competitor company is identified?

Yes. CB Insights can trigger on new companies, deals, or business relationships matching your search. When a competitor you're tracking completes a funding round or acquires another company, Zapier can send SMS to your team instantly.

Can I receive alerts about specific types of deals?

CB Insights lets you search for specific deal types like acquisitions, investments, or divestitures. When any deal matching your search parameters is logged, it can trigger an SMS notification to your sales or strategy team.

Do I need to be a CB Insights subscriber to use this automation?

Yes, you need an active CB Insights account with saved searches set up. Once you've created searches in CB Insights, Zapier can watch for results and send SMS through Mobile Message without any additional coding.

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

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