Engage CRM SMS Integration

Yes - Mobile Message does integrate with Engage CRM!

A contact event fires in Engage CRM and the sales team needs to know about it before the opportunity goes cold. With Zapier, that event can start a Mobile Message SMS to a nominated staff member or customer. Contact Modified can also update the matching Mobile Message contact, while a custom Contact Event Fired can add a person to a relevant messaging list.

Engage CRM, described in its app material as SalesOptima, helps teams organise and manage customer contacts. Its available triggers cover custom contact events and contacts being added, edited or deleted. Its Add or Edit Contact action can be started by Mobile Message’s Inbound SMS Received event when the incoming fields contain the information required by the CRM action.

This is useful for sales teams that want CRM activity to produce a clear, timely response. The connection is made from individual Zapier workflows, not from a native integration. It does not synchronise contact records in both directions. Decide whether each event should send a message, create a contact or update a contact, then test the mapped fields.
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A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Engage CRM SMS Integration

What you can automate

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

When Instant A custom Engage CRM event fires Engage CRM · Contact Event Fired
Then Text the team about the contact event Mobile Message · Send SMS
Use this Zap
When Instant An Engage CRM contact is modified Engage CRM · Contact Modified
Then Update the Mobile Message contact Mobile Message · Update Contact
Use this Zap
When A contact texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Add or edit that contact in Engage CRM Engage CRM · Add or Edit Contact
Use this Zap
1.6 cents SMS Service
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.

Direct Carrier SMS Delivery
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 SMS Number
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 Engage CRM supports on Zapier

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

Triggers 2
  • Contact Event Fired — Triggers when a custom contact event is fired.
  • Contact Modified — Triggers when a contact is added, edited,or deleted in SalesOptima.
Actions 1
  • Add or Edit Contact — Add a new contact or edit an existing contact in SalesOptima

Everything Your Integration Needs

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Easy-to-Use Integration

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

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Custom Sender IDs

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

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Real-Time Delivery Receipts

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

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Inbound SMS Handling

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

Engage CRM + SMS: common questions

Can Engage CRM contact events trigger Mobile Message SMS?

Yes. Contact Event Fired can start Mobile Message’s Send SMS action through Zapier. Choose the staff or customer number and map the contact event information into the message.

Can Contact Modified update a Mobile Message contact?

Yes. Pair Engage CRM’s Contact Modified trigger with Mobile Message’s Update Contact action. The Zap can pass the relevant changed fields into the Mobile Message record.

What is needed to connect Engage CRM and Mobile Message?

You need Engage CRM, Mobile Message and Zapier accounts. Select the CRM trigger or the Mobile Message inbound event, choose the other application’s available action, map fields and test the workflow without code.

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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!