Cogmento CRM SMS Integration

Yes - Mobile Message does integrate with Cogmento CRM!

A new deal, case or task is created in Cogmento CRM, and someone needs to know what happens next. If staff only discover the change during their next CRM review, a customer or internal handover can lose time. Cogmento CRM and Mobile Message can connect through Zapier so important CRM events lead to a clear plain text notification.

New Contact can send a welcome SMS, New Deal can alert a salesperson when an opportunity is recorded, and New Event can remind a customer or colleague about a scheduled activity. New Case and New Task are also useful starting points for service and operations teams. Mobile Message’s Inbound SMS Received trigger can create a call, task, case or contact in Cogmento when an incoming text contains the required information. Delivery Status Updated can also trigger a Cogmento action where a delivery outcome needs to be recorded as a CRM item.

The best workflow depends on who needs to see the result. Each Zap has one trigger and one action, and Zapier handles the field mapping without custom development or a native two-way sync.
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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.

Cogmento CRM SMS Integration

What you can automate

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

When Instant A new Cogmento deal is created Cogmento CRM · New Deal
Then Text the salesperson about the opportunity Mobile Message · Send SMS
Use this Zap
When Instant A new Cogmento case is created Cogmento CRM · New Case
Then Text the customer about case progress Mobile Message · Send SMS
Use this Zap
When A customer texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Create a Cogmento follow-up task Cogmento 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 Cogmento CRM supports on Zapier

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

Triggers 14
  • New Call — Triggers when a new call is created.
  • New Case — Triggers when a new case is created.
  • New Company — Triggers when a new company is created.
  • New Contact — Triggers when a new contact is created.
  • New Deal — Triggers when a new deal is created.
  • New Document — Triggers when a new document is created.
  • New Event — Triggers when a new event is created.
  • New Task — Triggers when a new task is created.
Show all 14 triggers
  • Update Call — Triggers when a call is updated
  • Update Case — Triggers when a case is updated
  • Update Company — Triggers when a company is updated
  • Update Contact — Triggers when a contact is updated
  • Update Deal — Triggers when a deal is updated
  • Update Task — Triggers when a task is updated
Actions 12
  • Create Call — Create a Call record
  • Create Case — Create a new Case record
  • Create Company — Creates a new Company record.
  • Create Contact — Creates a new Contact record
  • Create Deal — Create a new Deal record
  • Create Event — Create a new Event record
  • Create Task — Create a Task record
  • Update Call — Update call data for a given call ID
Show all 12 actions
  • Update Case — Update case data for a given case ID
  • Update Company — Update company data for a given company ID
  • Update Contact — Update contact data for a given contact ID
  • Update Task — Update task data for a given task ID

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.

Cogmento CRM + SMS: common questions

Can Cogmento CRM send an SMS when a new deal is created?

Yes. Use New Deal as the Cogmento CRM trigger and Mobile Message’s Send SMS action in Zapier. The message can notify a salesperson and include the deal information available from the CRM.

Can an incoming SMS create a Cogmento task?

Yes. Inbound SMS Received can trigger Cogmento CRM’s Create Task action. Map the sender and message details into the task fields so the team has a record to follow up.

How do I set up Cogmento CRM SMS automation?

Select Cogmento CRM and Mobile Message in Zapier, authorise both accounts, choose the relevant trigger and action, then map and test the fields. No code is required, although both platform accounts are needed.

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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