Mobile Message™ Integration with UnifiedCRM

UnifiedCRM SMS Integration

Yes - Mobile Message does integrate with UnifiedCRM!

A CRM notification rule has fired, but the person who needs to respond may not be looking at UnifiedCRM. UnifiedCRM can provide a Notification Rule Triggered event, while Mobile Message can send a plain text alert through Zapier. That gives sales and service teams a direct prompt when a configured CRM condition requires attention.

Use the event to send an SMS to a record owner, manager or operations contact. The message can include information supplied by UnifiedCRM, such as a record reference or notification detail. If a new person also needs to be recorded in Mobile Message, another workflow can use Create Contact as a Mobile Message action, based on an event that provides the required contact information.

This connection is a practical alert path rather than a CRM replacement. UnifiedCRM starts the Zap and Mobile Message sends the text or creates a contact. It does not automatically sync records, notes or field values between the platforms. A reply to an SMS is an inbound Mobile Message event and needs its own Zap if you want to handle it separately.

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

When Instant A UnifiedCRM notification rule fires UnifiedCRM · Notification Rule Triggered

Then Text the responsible CRM user Mobile Message · Send SMS

Use this Zap

When Instant A CRM notification provides contact details UnifiedCRM · Notification Rule Triggered

Then Create the person in Mobile Message Mobile Message · Create Contact

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 UnifiedCRM supports on Zapier

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

Triggers 1

Notification Rule Triggered — Triggers when a notification rule is triggered.

Actions 11

Add Note to Record — Add a note to a record. Pass in recordId and the note as plain text. If the record is not found, an exception is thrown.
Create Contact — Create a new Contact using external data. Returns the id of the new contact created in a field called "recordId". Email address and linkedIn must be globally unique inside UnifiedCRM.
Create Lead — Create a new Lead using external data. Returns the id of the new lead created in a field called "recordId". Email address and linkedIn must be globally unique inside UnifiedCRM.
Create Workspace — Create a Workspace with a Lead
Customer User Exists? — Identifies if the Customer User (Lead or Contact) exists inside UnifiedCRM. Email ("email") is passed a look-up value. Returns "customerUserExists" with a value of true or false.
Customer User Invited? — Whether the Customer User (Lead or Contact) has been invited to log-in to UnifiedCRM.
Find Customer User by Email — Find a customer user (Lead or Contact) by their email address. If no user is found, an error is thrown. If a user is found, their unique recordId value is returned and a recordFound value equal to true. It also provides a user type value equal to either "lead" or "contact".
Get Record — Get the details for a Record by passing in the unique record id. If the record is found, returns "recordFound" as true and the record data as "record". If the record is not found, throws "Record not found" exception.

Show all 11 actions

Get Record Field Value — Get a specific field value for a Record. Returns a value called "fieldValue".
Invite Customer User — Invite a Contact or a Lead to Join UnifiedCRM as a Customer User
Set Record Field Value — Set the field value of a Record

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.

UnifiedCRM + SMS: common questions

Can UnifiedCRM text me when a notification rule fires?

Yes. Notification Rule Triggered can start a Zap with Mobile Message Send SMS. Map the relevant notification and record information into the message for the person responsible.

Can a UnifiedCRM event create a Mobile Message contact?

It can, when the trigger supplies the contact information required by Mobile Message Create Contact. Configure that action in Zapier and review the available fields before publishing the workflow.

How do I connect UnifiedCRM notifications to Mobile Message?

Choose UnifiedCRM as the Zap trigger and Mobile Message as the action, then test the field mapping. UnifiedCRM, Zapier and Mobile Message accounts are needed, with no code to write.

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