CustomerX SMS Integration

Yes — Mobile Message integrates with CustomerX. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the CustomerX integration

A customer success manager juggling renewals, tickets and NPS surveys does not need one more inbox to check. Teams running CustomerX already track clients across contracts, financials and support in one place, and pairing it with Mobile Message through Zapier lets a customer's text reply feed straight into that system instead of sitting in a phone somewhere else.

When a client texts in about a problem, that reply can create or update a support ticket in CustomerX automatically, so the issue is logged the moment it comes through rather than after someone remembers to type it up. The same text can create or update the client's contact record if they are getting in touch for the first time, and if you have been running a text-based satisfaction survey, a reply can be logged as an NPS score without anyone tallying results by hand.

A message that fails to reach the client is worth tracking too. A delivery status update from Mobile Message can create a tracking record in CustomerX, giving your team a paper trail of what was sent and what actually landed before the next renewal conversation. That small record matters most right before a call, when nobody wants to be caught out by a message that never arrived.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

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

When A customer texts in about an issue Mobile Message · Inbound SMS Received
Then Create or update their support ticket in CustomerX CustomerX · Create or Update Ticket
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When A customer replies to a text for the first time Mobile Message · Inbound SMS Received
Then Create or update their contact record in CustomerX CustomerX · Create or Update Contact
Use this Zap
When A customer texts back a satisfaction score Mobile Message · Inbound SMS Received
Then Log the reply as an NPS score in CustomerX CustomerX · Create NPS
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When A text message's delivery status changes Mobile Message · Delivery Status Updated
Then Log a delivery tracking record in CustomerX CustomerX · Create Tracking
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1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything CustomerX supports on Zapier

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

Actions 13
  • Cancellation Contract — Cancellation a contract
  • Create Client — Create a Client
  • Create Contract — Create a Contract
  • Create Contract Additive — Create Contract Additive
  • Create Financials — Create a financials
  • Create NPS — Creates a NPS to CustomerX
  • Create or Update Activity of Ticket — Create or Update Activity of Ticket
  • Create or Update Contact — Create Or Update Contact
Show all 13 actions
  • Create or Update Ticket — Create or update one ticket
  • Create Ticket — Create a ticket
  • Create Tracking — Creates a Tracking
  • Update Financials — Update a financials
  • Update Ticket — Updates a Ticket

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

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

Custom Sender IDs
Custom Sender IDs

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

Real-Time Delivery Receipts
Real-Time Delivery Receipts

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

Inbound SMS Handling
Inbound SMS Handling

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

CustomerX + SMS: common questions

Can a text from a customer create a support ticket in CustomerX?

Yes. When a customer texts in about a problem, a Zapier automation can create or update a ticket in CustomerX automatically, so the issue is logged without your team retyping the message into another system.

Can text replies be logged as NPS scores in CustomerX?

They can. If you are running a text-based satisfaction survey through Mobile Message, a customer's reply can be logged as an NPS score in CustomerX, saving your team from manually tallying responses one by one.

How do I connect Mobile Message text activity to CustomerX?

The link is built inside Zapier, so there is no coding involved. You need a Mobile Message account and a CustomerX account, then you choose which text trigger, such as an inbound reply or a delivery status change, feeds which action inside CustomerX.

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