CXera SMS Integration

A customer can visit a CXera Experience or download an item without anyone on the team knowing that follow-up may be useful. CXera helps create microsites for collaboration and customer success, while Mobile Message can notify staff or customers when activity occurs. Through Zapier, an Experience event can start an SMS or organise the person for later contact.

Use Experience Visited to alert a team member when someone views an Experience, or Experience Item Downloaded to send a follow-up message after a resource is downloaded. New Experience can notify the owner that a new customer space has been created. Mobile Message’s Create Contact and Add Contact to List actions can capture a person when CXera supplies suitable contact details.

CXera’s available actions can add a user to an Experience or clone a default Experience when another system starts the Zap. The connection therefore supports specific notifications and customer-space tasks, rather than automatic synchronisation. Keep the SMS plain text, choose a clear recipient and test the event data before using activity-based messages in production.