WORKetc CRM SMS Integration

Yes — Mobile Message integrates with WORKetc CRM. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the WORKetc CRM integration

A new support case arrives, and the customer benefits from knowing that it has been seen before your team can investigate. WORKetc brings CRM, projects, billing, sales and help desk work into one platform. Through Zapier, New Support Case Created can trigger a Mobile Message SMS, while New Person Created can create a contact or add someone to a list.

This gives teams a practical way to acknowledge support requests, welcome new people and notify customers when a project or lead reaches a useful stage. New Project Created, New Lead Created and Updated Lead are available as additional starting points. Mobile Message can send an individual SMS, send SMS to List or update a contact record when the workflow calls for it.

The result is more visible communication around work already recorded in WORKetc. It does not merge the two systems or create two-way updates. Each Zap has one WORKetc event and one Mobile Message action, so you can choose the exact customer details, message and list that match your process.
Categories:

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

What you can automate

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

When Instant A WORKetc support case is created WORKetc CRM · New Support Case Created
Then Text the customer case acknowledgement Mobile Message · Send SMS
Use this Zap
When Instant A new WORKetc person is created WORKetc CRM · New Person Created
Then Create their Mobile Message contact Mobile Message · Create Contact
Use this Zap
When Instant A WORKetc project is created WORKetc CRM · New Project Created
Then Text a project update to a list Mobile Message · Send SMS to List
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 WORKetc CRM supports on Zapier

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

Triggers 9
  • New Company Created — Triggers when a new company contact is created.
  • New Lead Created — Triggers when a lead is created.
  • New Person Created — Triggers when a new person contact is created.
  • New Project Created — Triggers when a project is created.
  • New Support Case Created — Triggers when a support case is created.
  • Updated Company — Triggers when a company contact is updated.
  • Updated Lead — Triggers when the status or stage of a lead is updated.
  • Updated Person — Triggers when a person contact is updated.
Show all 9 triggers
  • Updated Project — Triggers when the stage of a project is updated.
Actions 9
  • Create Company — Create a new company contact.
  • Create Lead — Create a new sales lead.
  • Create Person — Create a new person contact.
  • Create Product Sale — Create a new product sale.
  • Create Support Case — Create a new support case.
  • Update Company — Update an existing company contact.
  • Update Lead — Update an existing sales lead.
  • Update Person — Update an existing person contact.
Show all 9 actions
  • Update Support Case — Update an existing support case.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

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

Custom Sender IDs
Custom Sender IDs

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

Real-Time Delivery Receipts
Real-Time Delivery Receipts

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

Inbound SMS Handling
Inbound SMS Handling

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

WORKetc CRM + SMS: common questions

Can WORKetc send an SMS when a support case is created?

Yes. New Support Case Created can start a Zap using Mobile Message’s Send SMS action. This can acknowledge the case and give the customer a clear next step.

Can WORKetc people be added to Mobile Message?

Yes. New Person Created can trigger Create Contact, Update Contact or Add Contact to List in Mobile Message, depending on whether you are creating a new record or organising an existing one.

What accounts are required for a WORKetc SMS Zap?

You need WORKetc, Mobile Message and Zapier accounts. Zapier provides the no-code setup, allowing you to select a WORKetc event, map the available fields and test the chosen Mobile Message action.

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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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