Insightly SMS Integration

Yes — Mobile Message integrates with Insightly. 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 Insightly integration

Operators who run sales and projects in Insightly need customer details to stay useful after a record changes. Insightly and Mobile Message connect through Zapier so a New Record, Updated Record or Updated Field on Record event can prompt a relevant SMS or contact update. That helps sales and service teams respond while the information is still current.

A new contact record can create a Mobile Message contact, ready for an agreed follow-up. An updated field, such as a status or phone number, can send a text to the customer or update their Mobile Message contact. You can also use Deleted Record to begin a suitable internal handling step, although the available Mobile Message actions should be chosen carefully for your process. Mobile Message can send SMS, create contacts and update contacts from Insightly data.

The workflow is set up in Zapier with mapped fields and your chosen message copy. It does not replace Insightly or create a native two-way connection. Instead, it gives your team a controlled way to turn important CRM events into timely customer communication.
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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 Insightly and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new Insightly record is created Insightly · New Record
Then Create the contact in Mobile Message Mobile Message · Create Contact
Use this Zap
When Instant An important Insightly field changes Insightly · Updated Field on Record
Then Text the customer with the update Mobile Message · Send SMS
Use this Zap
When Instant An Insightly record is updated Insightly · Updated Record
Then Update its Mobile Message contact Mobile Message · Update Contact
Use this Zap
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 Insightly supports on Zapier

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

Triggers 4
  • Deleted Record — Triggers when a record is deleted.
  • New Record — Triggers when a new record is created.
  • Updated Field on Record — Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
  • Updated Record — Triggers when a record is updated.
Actions 2
  • Create Record — Creates a Record
  • Update Record — Updates a Record

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.

Insightly + SMS: common questions

Can Insightly send an SMS when a record changes?

Yes. Use Updated Record or Updated Field on Record as the Insightly trigger and Send SMS as the Mobile Message action. You can include mapped CRM fields such as a status, name or appointment detail in the text.

Can a new Insightly record create a Mobile Message contact?

Yes. New Record can run Mobile Message's Create Contact action. Map the relevant record fields, including a valid mobile number, so the new person is available in Mobile Message for later communication.

What is needed to connect Insightly and Mobile Message?

Use Zapier to configure the workflow without code. Insightly, Mobile Message and Zapier accounts are required. Select the Insightly event, authorise both services, map the CRM fields and test before turning the Zap on.

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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!

Start Messaging Now