CustomerTrax Handle SMS Integration

Yes - Mobile Message does integrate with CustomerTrax Handle!

A reply lands in your phone from someone you have never dealt with before, and there is no clean way to get that person into Handle 2.0 without typing their details in by hand. Handle is built to hold every entity your team manages, from customers to properties to cases, in one configurable CRM, so a missed entry just means someone chasing the same information again later once the trail has gone cold.

Mobile Message connects to Handle through Zapier, and the fix is straightforward. When a customer texts your business number, that inbound message can create a new Entity in Handle automatically, carrying across the phone number and message so a team member can pick up the enquiry from the first reply instead of starting a fresh record after the fact. The process runs on its own once the Zap is switched on, so nobody has to remember to log the reply manually.

A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

CustomerTrax Handle SMS Integration

What you can automate

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

When A customer texts your business Mobile Message · Inbound SMS Received
Then Create a new entity in Handle CustomerTrax Handle · Create Entity
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 CustomerTrax Handle supports on Zapier

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

Actions 1
  • Create Entity — Creates new Entity, probably with input from previous steps.

Everything Your Integration Needs

feature-icon
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

feature-icon
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

feature-icon
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

feature-icon
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

CustomerTrax Handle + SMS: common questions

Can Handle 2.0 create a new entity from an inbound text automatically?

Yes. With Mobile Message and Handle connected through Zapier, an inbound text to your business number can create a new Entity in Handle, so the phone number and message are already logged before anyone opens the CRM.

Does this update an existing customer record in Handle instead of making a new one?

No. The Create Entity action always adds a new record rather than matching it to an existing one, because that is the only action Handle offers through Zapier. Merging duplicate entities is handled inside Handle itself.

What do I need to connect Mobile Message to Handle 2.0?

Just an active account with each app and a Zapier login to join them, no code required. Once the Zap is turned on, inbound texts start creating entities in Handle without any extra setup on either side.

Similar Integrations

DealMachine
DealMachine

Integrating DealMachine with Mobile Message can streamline real estate investing workflows by enabling prompt SMS notifications to property owners. Wh...

Learn More
ServiceM8
ServiceM8

Integrating ServiceM8 with Mobile Message can significantly streamline communication for field service businesses in Australia. By using Mobile Messag...

Learn More
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM

The integration with Microsoft Dynamics 365 CRM can streamline communication for Australian businesses using Mobile Message by automating SMS notifica...

Learn More
Dubsado
Dubsado

Integrating Dubsado with Mobile Message can significantly enhance client communication for Australian businesses. With Dubsado streamlining client onb...

Learn More

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!