Surefire CRM SMS Integration

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

Loan officers using Surefire CRM know the frustration of a promising reply landing by text and then getting lost between a phone and the database, because nobody had time to type it in before the next call came through. Mobile Message connects to Surefire CRM through Zapier, so that reply does not have to depend on someone remembering to log it later.

An inbound text from a borrower or referral partner can create a new contact in Surefire CRM the moment it arrives, already sitting in the database ready for the next follow up campaign. It removes the small but constant admin of copying phone conversations into the CRM by hand, which matters most on the days a loan officer is fielding calls back to back and has no spare minute to stop and type. Nobody has to choose between answering the phone and keeping the database current, because the contact record gets created on its own the moment the text comes in.

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

When A borrower or partner texts you Mobile Message · Inbound SMS Received

Then Create a new contact in Surefire CRM Surefire CRM · Create 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 Surefire CRM supports on Zapier

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

Actions 1

Create Contact — Creates a new contact or updates an existing contact.

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.

Surefire CRM + SMS: common questions

Can an incoming text create a new contact in Surefire CRM?

Yes. Connect Mobile Message to Surefire CRM through Zapier so the Inbound SMS Received trigger runs the Create Contact action, adding anyone who texts you as a new contact without you typing their details in.

Does Surefire CRM pick up leads who text instead of calling?

It does, through the same Zapier connection. Every inbound text becomes a trigger that creates a contact record in Surefire CRM, so a lead who prefers texting over calling still ends up logged in the database.

How do I get texted leads into Surefire CRM automatically?

Set up a Zap between Mobile Message and Surefire CRM, which takes no coding and just needs active accounts on both sides. Once it is live, every inbound text creates a new contact in Surefire CRM on its own.

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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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