ClientSuccess SMS Integration
Yes - Mobile Message does integrate with ClientSuccess!
A new client can receive an introduction, a new subscription can prompt useful account information, and a new task can remind a customer or internal contact about an agreed action. When someone replies to a Mobile Message text, the inbound SMS can create an engagement interaction in ClientSuccess. This gives teams a practical way to record a response without copying it by hand. Mobile Message sends the plain text message and ClientSuccess stores the customer success information. Each workflow is one-directional and can be tailored to the event and audience.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect ClientSuccess and Mobile Message through Zapier and these run on their own, with no code and no developer.
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.
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 Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything ClientSuccess supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 7
- New Task — Triggers when a new task is added to a client.
- New Client — Triggers when a new client is added.
- New Contact — Triggers when a new contact is created.
- New Contract — Triggers when a new contract is added to a client.
- New Pulse — Triggers when a new pulse is added to a client.
- New Subscription — Triggers when a new subscription is added to a client.
- New User — Triggers when a new user/employee is added to your organization.
Actions 8
- Create Client — Creates a new client.
- Create Contact — Creates a new contact within a client.
- Create Contract — Creates a new contract.
- Create Engagement Interaction — Creates a new engagement interaction on a client.
- Create Pulse — Creates a new pulse on a client.
- Create Subscription — Creates a new subscription.
- Create Task — Creates a new task.
- Update Task — Update task.
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
ClientSuccess + SMS: common questions
Can ClientSuccess send an SMS when a new client is added?
Yes. Select New Client in ClientSuccess and Send SMS in Mobile Message as the next Zapier step. The message can use the client and contact fields supplied by the trigger.
Can a customer’s SMS reply be recorded in ClientSuccess?
Yes. Inbound SMS Received can trigger Create Engagement Interaction in ClientSuccess. This lets you place the sender and text into an engagement record for the customer success team.
How is the ClientSuccess connection set up?
Create a Zap in Zapier, authorise ClientSuccess and Mobile Message, then map the trigger and action fields. No code is required, although both services need active accounts that Zapier can access.
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