Prospect CRM SMS Integration

Yes — Mobile Message integrates with Prospect CRM. 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 Prospect CRM integration

A B2B sales team wants a customer to hear from someone soon after an order is taken. Prospect CRM can send an Order Taken event to Zapier, so Mobile Message sends an SMS confirmation or creates a contact for the service team. Entity Created, Updated, or Deleted can also begin a message when a relevant record changes.

The connection runs through Zapier and helps turn stock, sales and customer activity into a direct text response. Prospect CRM offers actions including Create Customer, Create Entity and Update Opportunity Status. These can be started by Mobile Message's Inbound SMS Received trigger when a customer text should create a record or update a sales process. The available fields and your Zap filters determine which records should receive a message. There is no implied two-way synchronisation. Set the message wording, map the right mobile number and test with a sample order before enabling the workflow. This suits distributors and B2B sellers that need timely order communication.
Categories:

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

What you can automate

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

When Instant Prospect CRM records an order Prospect CRM · Order Taken
Then Text the customer an order confirmation Mobile Message · Send SMS
Use this Zap
When Instant A Prospect CRM entity changes Prospect CRM · Entity Created, Updated, or Deleted
Then Create the related SMS contact Mobile Message · Create Contact
Use this Zap
When A customer texts Mobile Message Mobile Message · Inbound SMS Received
Then Create the sender as a Prospect customer Prospect CRM · Create Customer
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 Prospect CRM supports on Zapier

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

Triggers 2
  • Entity Created, Updated, or Deleted — Triggers when an entity is either created, updated, or hard deleted.
  • Order Taken — Triggers when an order is taken.
Actions 5
  • Create Customer — Create a new customer.
  • Create Entity — Create a new entity.
  • Update Entity — Update an existing entity.
  • Update Opportunity Status — Updates an existing Opportunity Status.
  • Update Problem Status — Updates an existing Problem Status.

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.

Prospect CRM + SMS: common questions

Can Prospect CRM send an SMS when an order is taken?

Yes. Order Taken can trigger Mobile Message's Send SMS action through Zapier. Use the order and customer fields supplied by Prospect CRM to prepare a confirmation for the correct mobile number.

Can an inbound text create a Prospect CRM customer?

Yes. Mobile Message's Inbound SMS Received trigger can start Prospect CRM's Create Customer action. Map the sender's number and any text details that your customer record requires.

What is required for Prospect CRM SMS workflows?

You need Prospect CRM, Mobile Message and Zapier accounts. Create the workflow in Zapier without code, select the CRM event or Mobile Message trigger, map fields and test the path before putting it into service.

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