Trinity CRM SMS Integration

Yes - Mobile Message does integrate with Trinity CRM!

A service business wins work more reliably when a new lead receives a useful response and appears in the right place for the team. Trinity CRM holds jobs and leads, while Mobile Message can handle the immediate SMS step through Zapier. That means a captured lead can receive confirmation before someone has time to open the CRM.

Trinity's Create Lead action can be started by an inbound SMS received through Mobile Message, turning a texted request into a lead record. A Mobile Message delivery update can also trigger Create Lead when your process needs a visible CRM record for a messaging event. Trinity's Add Contact to List action can be started by an inbound SMS too, creating a contact in the selected Trinity list. Its Get List trigger is available for retrieving lists during setup, rather than signalling a new customer event.

These workflows are suited to trades, agencies and service operators who need SMS activity to create a clear follow-up point. They do not provide two-way synchronisation. Each Zap runs one way and uses the fields you choose in Zapier.

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

Trinity CRM SMS Integration

What you can automate

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

When A prospect sends a service SMS Mobile Message · Inbound SMS Received
Then Create a Trinity CRM lead Trinity CRM · Create Lead
Use this Zap
When A contact texts your business Mobile Message · Inbound SMS Received
Then Add the contact to a Trinity list Trinity CRM · Add Contact to List
Use this Zap
When A message delivery status changes Mobile Message · Delivery Status Updated
Then Create a Trinity follow-up lead Trinity CRM · Create Lead
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 Trinity CRM supports on Zapier

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

Triggers 1
  • Get List — Get lists within Trinity CRM
Actions 2
  • Add Contact to List — Creates a contact in the selected list
  • Create Lead — Creates a new Lead in the system

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.

Trinity CRM + SMS: common questions

Can an inbound SMS create a Trinity CRM lead?

Yes. Mobile Message Inbound SMS Received can trigger Trinity CRM Create Lead. Map the sender and message information into the lead fields configured in Zapier.

Can SMS contacts be added to a Trinity list?

Yes. Inbound SMS Received can trigger Trinity CRM Add Contact to List. Select the destination list and map the contact information supplied by Mobile Message.

What do I need for a Trinity CRM and Mobile Message Zap?

Have Trinity CRM, Mobile Message and Zapier accounts ready. Choose the Mobile Message event and Trinity action, map the fields and test the Zap without coding.

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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!