Mobile Message™ Integration with Forecast

Forecast SMS Integration

Yes - Mobile Message does integrate with Forecast!

A customer replies to a text and the reply needs someone on the project to actually do something with it, not just read it and move on. That single moment, a text landing back in Mobile Message, is the most useful point to hand work over to Forecast, the platform professional service teams already run projects and tasks through day to day.

Forecast organises projects and tasks so teams can plan and deliver client work predictably, and connected to Mobile Message through Zapier it can pick up work the moment a text conversation needs it. A reply can create a task in Forecast for someone to follow up on, and a text that fails to deliver can create a separate task to check the contact's details instead of letting the message quietly disappear. Either way, a text event turns into a task someone on the team will actually see and can act on.

Categories:

Project Management

Connect Now with Zapier SMS Pricing Start a Free Trial

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

Tip: If you're simply looking to send a message to all your contacts, you may not need an integration at all. Most platforms let you export your contacts — you can then import them into Mobile Message and send an SMS to everyone in just a few clicks.

What you can automate

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

When A customer replies to a text message Mobile Message · Inbound SMS Received

Then Create a Forecast task to follow up Forecast · Create Task

Use this Zap

When A text message fails to deliver Mobile Message · Delivery Status Updated

Then Create a task to check contact details Forecast · Create Task

Use this Zap

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.

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 Number

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

Everything Forecast supports on Zapier

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

Actions 2

Create Project — Creates a project.
Create Task — Creates a task.

Everything Your Integration Needs

Easy-to-Use Integration

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

Custom Sender IDs

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

Real-Time Delivery Receipts

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

Inbound SMS Handling

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

Forecast + SMS: common questions

Can a text reply create a task in Forecast?

Yes, set Mobile Message's Inbound SMS Received trigger to Forecast's Create Task action, so the moment a customer replies to a text, a task appears in Forecast for someone on the project to follow up on, instead of the reply sitting unseen.

Can a failed text delivery create a follow up task in Forecast?

Yes, pair Mobile Message's Delivery Status Updated trigger with Forecast's Create Task action, so a text that fails to deliver creates a task to check the contact's details, rather than the failed message going unnoticed until someone happens to look.

How do I get Forecast tasks created from Mobile Message activity?

Getting the two working together needs a Zapier account connected to both your Mobile Message account and your Forecast account, with no coding involved. You choose the Mobile Message trigger, set Create Task as the Forecast action and Zapier passes the details across automatically.

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