The Customer Factor SMS Integration

Yes - Mobile Message does integrate with The Customer Factor!

Trade and service businesses running their jobs, estimates and invoices through The Customer Factor spend a lot of their day chasing people by phone, confirming bookings, following up on unpaid invoices and letting customers know a job is finally done. Most of that chasing can be handled by text instead, without anyone picking up a phone at all.

Connected to Mobile Message through Zapier, a new invoice created in The Customer Factor can text the customer a payment reminder, and a job marked as completed can trigger a text to say the work is finished. When an invoice is paid, a confirmation text can go straight out, and an estimate a customer accepts can trigger a text confirming the job is booked in. A reply from a customer can also add them as a new prospect back in The Customer Factor, so a text conversation turns into a lead worth following up.
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A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

The Customer Factor SMS Integration

What you can automate

Connect The Customer Factor and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new invoice is created in The Customer Factor The Customer Factor · New Invoice
Then Text the customer a payment reminder Mobile Message · Send SMS
Use this Zap
When Instant An invoice is paid in The Customer Factor The Customer Factor · New Payment
Then Text the customer a payment confirmation Mobile Message · Send SMS
Use this Zap
When Instant A customer accepts an estimate The Customer Factor · Estimate Accepted
Then Text confirmation that the job is booked in Mobile Message · Send SMS
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When Instant A job is marked as completed The Customer Factor · Job Completed
Then Text the customer to say the job is done Mobile Message · Send SMS
Use this Zap
When A customer texts in for the first time Mobile Message · Inbound SMS Received
Then Add them as a new prospect in The Customer Factor The Customer Factor · Create Prospect
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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 The Customer Factor supports on Zapier

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

Triggers 12
  • Estimate Accepted — Triggered when an estimate is accepted in The Customer Factor
  • Estimate Declined — Triggered when an estimate is declined in The Customer Factor
  • Estimate Emailed — Triggered when an estimate is emailed in The Customer Factor
  • Job Completed — Triggers when a job is marked as completed in The Customer Factor.
  • New Customer — Triggers when a new customer is added to The Customer Factor.
  • New Estimate — Triggered when a new estimate is scheduled in The Customer Factor
  • New Invoice — Triggers when new invoice is created in The Customer Factor.
  • New Job — Triggered when a new job is scheduled in The Customer Factor
Show all 12 triggers
  • New Payment — Triggers when an invoice is paid in The Customer Factor.
  • New Prospect — Triggers when you add a new prospect in The Customer Factor.
  • New Recurring Job — Triggered when a new recurring job is scheduled in The Customer Factor
  • Recurring Job Canceled — Triggered when a recurring job is canceled in The Customer Factor
Actions 5
  • Create Customer — This action will create a customer in The Customer Factor
  • Create Estimate — This action will create an estimate in The Customer Factor
  • Create Job or Invoice — This action will create a job with or without invoice in The Customer Factor
  • Create Payment — This action will make the invoice as paid in The Customer Factor
  • Create Prospect — This action will create the prospect in The Customer Factor

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.

The Customer Factor + SMS: common questions

Can I text customers automatically when an invoice is created in The Customer Factor?

Yes. A Zap can watch for New Invoice in The Customer Factor and use Send SMS to text the customer a payment reminder straight away, without anyone opening the software to send it manually.

Will a text reply from a customer create a new record in The Customer Factor?

A reply picked up by Inbound SMS Received can run Create Prospect in The Customer Factor, adding the person as a new prospect. Other events such as a paid invoice or completed job can trigger outgoing texts the same way.

How do I set up texting for The Customer Factor without a developer?

You connect both accounts to Zapier and choose which event, such as a new invoice or a completed job, should trigger a text. No code is needed and both a Mobile Message account and a Customer Factor account are required.

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