CRMdata SMS Integration

A sales operator using CRMdata may be entering a new company or order while also trying to keep a prospect moving. A new contact or salesperson order can signal that someone needs a prompt acknowledgement, but manually copying the CRM record into an SMS platform adds another task and creates room for missed details.

Through Zapier, CRMdata events can start Mobile Message actions. A New Contact trigger can send a welcome SMS or create a Mobile Message contact, while New Order can send an order acknowledgement to the available mobile number. New Todo and New Note can also be used for internal alerts where the event contains a suitable recipient number. You can use Mobile Message’s Inbound SMS Received trigger to run a CRMdata action only where CRMdata provides a compatible action, so CRMdata’s supplied lists do not include a destination action for inbound texts. Each useful workflow therefore starts with a CRMdata event and performs one Mobile Message action. This is not a two-way sync. It is a controlled way to put selected CRM activity into a text message while CRMdata remains the system for customer and sales records.