Zoe Financial SMS Integration

Yes — Mobile Message integrates with Zoe Financial. 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 Zoe Financial integration

A new prospect is assigned to a financial adviser in Zoe Financial, but the adviser may be in a meeting or away from the desk when the notification arrives. Delayed contact can make a promising introduction feel uncertain for the client. A Zapier connection to Mobile Message can turn that assignment into a prompt text message.

Zoe Financial provides one trigger for this workflow, New Zoe Prospect. When a prospect is assigned to the adviser, Mobile Message can send an SMS using the contact details supplied by Zoe Financial. The message can confirm receipt, introduce the adviser, or invite the prospect to expect a follow-up call.

This gives advisers a practical way to acknowledge a new relationship quickly while keeping the conversation personal and clear. It does not create a two-way sync between the services. Instead, Zapier passes the selected prospect information from Zoe Financial to Mobile Message. Both accounts are connected in Zapier, and the workflow can be tested before it is published.

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

When A new prospect is assigned in Zoe Zoe Financial · New Zoe Prospect

Then Text the prospect an adviser introduction Mobile Message · Send SMS

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 Zoe Financial supports on Zapier

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

Triggers 1

New Zoe Prospect — Triggers when a new prospect is assigned to the advisor.

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.

Zoe Financial + SMS: common questions

Can Zoe Financial send an SMS when a prospect is assigned?

Yes. Zoe Financial’s New Zoe Prospect trigger runs when a new prospect is assigned to the adviser. Connect it in Zapier to Mobile Message’s Send SMS action and map the prospect’s mobile number and message details.

What Zoe Financial event can start a Mobile Message workflow?

New Zoe Prospect is the available Zoe Financial trigger. It is designed for sending a prompt acknowledgement or introduction when a prospect is assigned to an adviser in the Zoe network.

How do I set up Zoe Financial SMS alerts?

In Zapier, choose New Zoe Prospect from Zoe Financial and Send SMS from Mobile Message. You need active accounts with both services. Add the prospect fields to your message, test the workflow, and switch it on without code.

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