Chosen CRM SMS Integration

Yes - Mobile Message does integrate with Chosen CRM!

A loan officer may receive a new lead, move a deal to a new stage or create a task while speaking with another client. Chosen CRM records those events, but a useful follow-up can be delayed if nobody sees the change promptly. Mobile Message can send a concise alert to the responsible officer or team, keeping the next action visible.

Through Zapier, Chosen CRM can trigger Mobile Message when a New Lead arrives, a Deal Stage Changed event occurs or a New Task is created. New Google Review can also prompt an internal message for reputation follow-up. Send SMS suits one recipient, while Send SMS to List can notify a group. You can include the lead name, deal stage, task title or review details available in the trigger.

The connection does not update deals, create contacts or synchronise pipeline records by itself. It is a one-way event and action pairing through Zapier. Mobile Message’s Inbound SMS Received trigger can create a Chosen CRM task where an incoming text contains suitable information and the Zap is configured for that process.
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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.

Chosen CRM SMS Integration

What you can automate

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

When A new mortgage lead is created Chosen CRM · New Lead
Then Text the loan officer about the lead Mobile Message · Send SMS
Use this Zap
When A deal moves pipeline stage Chosen CRM · Deal Stage Changed
Then Alert the lending team by text Mobile Message · Send SMS to List
Use this Zap
When A new CRM task is created Chosen CRM · New Task
Then Text the assigned officer a reminder Mobile Message · Send SMS
Use this Zap
When Someone texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Create a follow-up task in Chosen CRM Chosen CRM · Create Task
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 Chosen CRM supports on Zapier

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

Triggers 7
  • Deal Stage Changed — Triggers when a deal moves to a new pipeline stage.
  • Lead Status Changed — Triggers when a lead status is updated.
  • New Contact — Triggers when a new contact is created.
  • New Deal — Triggers when a new deal is created.
  • New Google Review — Triggers when a new Google Business review is received.
  • New Lead — Triggers when a new lead is created.
  • New Task — Triggers when a new task is created.
Actions 9
  • Create Contact — Creates a new contact.
  • Create Deal — Creates a new deal.
  • Create Lead — Creates a new lead.
  • Create Note — Adds a note to a lead, deal, or contact.
  • Create Task — Creates a new task.
  • Get Google Review Link — Gets the review request link for a Google Business location.
  • Reply to Google Review — Posts a reply to a Google Business review.
  • Update Deal — Updates an existing deal.
Show all 9 actions
  • Update Lead — Updates an existing lead.

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.

Chosen CRM + SMS: common questions

Can Chosen CRM text a loan officer about a new lead?

Yes. New Lead can trigger Send SMS in Mobile Message. Map the lead details and the officer’s mobile number to create a prompt for follow-up.

Can an SMS create a task in Chosen CRM?

Yes, where the incoming text provides the information your task workflow requires. Inbound SMS Received can run Create Task after the Zap fields are configured.

How do I set up Chosen CRM SMS alerts?

Connect Chosen CRM and Mobile Message through Zapier, then select the pipeline event and SMS action. No code is needed, but both accounts must be connected before testing.

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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