Practifi SMS Integration

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

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✓ 50 FREE SMS credits included when you sign up

About the Practifi integration

Financial advisers who let prospects text in rather than fill out a web form still end up doing two jobs for one enquiry, replying to the person and then logging that same enquiry into Practifi by hand before it gets buried somewhere in a mobile inbox between appointments and client calls later in the week.

Mobile Message connects to Practifi through Zapier so that second job happens without anyone touching a keyboard. A text from a new enquirer creates a new prospect in Practifi straight away, capturing the enquiry the moment it lands rather than whenever someone gets around to opening the platform, and a reply from an existing client updates their contact record, so the advisory practice always has a current file without anyone copying details across after the fact. Fewer messages get lost between a phone and the practice management system the whole team relies on to run client work.

Categories:

CRM (Customer Relationship Management)

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

When Someone texts in with an enquiry Mobile Message · Inbound SMS Received

Then Add them as a new prospect in Practifi Practifi · Create Prospect

Use this Zap

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

Then Update their contact record in Practifi Practifi · Update Contact Partially

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 Practifi supports on Zapier

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

Actions 8

Create Client — Create a client, its primary contact and optionally kick off a process.
Create Prospect — Creates a new prospect.
Update Client — Update all fields of a client.
Update Client Partially — Update selected fields of a client.
Update Contact — Update all fields of a contact.
Update Contact Partially — Update selected fields of a contact.
Update Prospect — Update all fields of a prospect.
Update Prospect Partially — Update selected fields of a prospect.

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.

Practifi + SMS: common questions

Can a text message create a new prospect in Practifi?

Yes, when someone texts in with an enquiry, that message can create a new prospect record in Practifi straight away, so the enquiry is captured the moment it arrives instead of whenever someone gets around to entering it.

Can Practifi update an existing client's record when they reply to a text?

Yes, a reply from an existing client can update their contact record in Practifi partially, so the file reflects that contact happened without an adviser having to open the platform and note it down manually.

What is involved in linking Practifi with Mobile Message for prospects and contacts?

You join the two accounts inside Zapier and choose which Mobile Message event should create or update a record in Practifi, no code required. Once the Zap is on, incoming texts keep the practice's records current on their own.

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