Mobile Message™ Integration with Relate

Relate SMS Integration

Yes - Mobile Message does integrate with Relate!

When a new deal is created in your Relate CRM, your sales team needs to jump on it immediately to start the process and build momentum. But if you rely on email reminders or manual notifications, important deals can slip through the cracks and opportunities get lost. Zapier connects Relate to Mobile Message so important CRM events trigger instant SMS notifications to your sales team, keeping deals moving and opportunities on track without forgotten follow-ups or admin work slowing you down.

When a new deal is created, send your sales rep an SMS notification so they can jump on the opportunity right away. When a contact is created, text the team to follow up and gather more information. When a deal status changes, notify the owner immediately so they know what to do next. When a deal gets deleted, send an alert to catch potential data issues or errors. These quick automations keep your team coordinated, responsive, and focused on closing deals.

Categories:

CRM (Customer Relationship 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 Relate and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new deal is created Relate · Deal Created

Then Text your sales rep to jump on it Mobile Message · Send SMS

Use this Zap

When Instant A deal status is updated Relate · Deal Updated

Then Text the deal owner about the change Mobile Message · Send SMS

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 Relate supports on Zapier

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

Triggers 14

Contact Created — Triggers when a new contact is created. Return contact data with custom fields.
Contact Deleted — Triggers when a contact is deleted. Return contact data with custom fields.
Deal Assignee Updated — Triggers when a deal assignee is updated. Return deal data with custom fields.
Deal Created — Triggers when a new deal is created. Return deal data with custom fields.
Deal Deleted — Triggers when a deal is deleted. Return deal data with custom fields.
Deal Updated — Triggers when a deal is updated. Return deal data with custom fields.
Entry Created — Triggers when a new Entry is created. Return entry data with fields.
Entry Deleted — Triggers when a entry is deleted. Return contact data with fields.

Show all 14 triggers

Entry Updated — Triggers when a contact is updated. Return contact data with fields.
Note Created — Triggers when a new note is created. Return note data with custom fields of related lead.
Note Deleted — Triggers when a note is deleted. Return note data with custom fields of related lead.
Organization Created — Triggers when a new organization is created. Return organization data with custom fields.
Organization Deleted — Triggers when an organization is deleted. Return organization data with custom fields.
Pipeline Stage Updated — Triggers when a pipeline stage is updated. Return deal data with custom fields.

Actions 15

Add Contact Entry to List — adds an entry for a contact into a selected list
Add Contact Entry to Process — Adds an entry for a contact into a selected process.
Add Organization Entry to List — Adds an entry for an organization to the selected list
Add Organization Entry to Process — Adds an entry for a organization into a selected process
Create Contact — Creates a Contact
Create Deal — Create a Deal in the workspace
Create Note — Create a Note into selected Organization.
Create Org & Contact & Deal & Note — Create new organization, contact, deal and note

Show all 15 actions

Create Organization — Create an Organization.
Update Contact — Updates a Contact
Update Contact Entry — Update contact entry
Update Deal — Updates a Deal in the workspace
Update Note — Update a Note. (a Note should be found)
Update Organization — Updates an Organization
Update Organization Entry — Update organization entry

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.

Relate + SMS: common questions

Can I send an SMS when a new deal is created in Relate?

Yes. Set up a Zap that triggers when a deal is created, then send an SMS to the sales rep or manager assigned to that deal.

Can I notify the team when a contact or deal information changes?

Yes. Create a Zap that triggers on contact or deal updates, then send an SMS to the team member so they can respond quickly.

How do I connect Relate and Mobile Message?

Create a Zap in Zapier with Relate as the trigger, select your event, then add Mobile Message as the action step and connect both accounts.

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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!

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