Connect CRM Messaging and Motion to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Incoming Message" from CRM Messaging.

Add your action

An action happens after the trigger—such as "Create Project" in Motion.

You’re connected!

Zapier seamlessly connects CRM Messaging and Motion, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Incoming Message
Triggers when a new message is received
Trigger
Polling
Try It
- To Phone number
  Required
- Message Body
  Required
- Media Link
Action
Write
- Phone
  Required
- Message Body
  Required
- Template Unique Name
  Required
- Media Link
- Language Locale
- Dynamic link
Action
Write
- Workspace ID
  Required
- Project Name
  Required
- Description
- Due Date
- Priority
Action
Write
- Workspace ID
  Required
- Task Name
- Task Description
- Due Date
- Task Duration (minutes)
- Task Status
- Start Date
- Deadline Type
- Schedule
- Priority
Action
Write

(Global) New Incoming Message
Triggers when a new message is received
Trigger
Polling
Try It
- To Phone number
  Required
- Message Body
  Required
- Media Link
Action
Write
- Phone
  Required
- Message Body
  Required
- Media Link
Action
Write
- Workspace ID
  Required
- Task Name
  Required
- Schedule
  Required
- Due Date
- Duration (minutes)
- Description
- Priority
- Start Date
- Deadline Type
- Auto Scheduled
Action
Write
- Workspace
  Required
- Include All Statuses
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect CRM Messaging and Motion to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Motion on the Zapier blog

Make work flow with AI

Level up your CRM Messaging to Motion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about CRM Messaging + Motion integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CRM Messaging and Motion

How do I set up the integration between CRM Messaging and Motion?

To set up the integration, first ensure both CRM Messaging and Motion accounts are active. In our platform, create a new zap and select CRM Messaging as the trigger app, setting your desired event as the trigger. Then choose Motion as the action app and set the corresponding action you want to be executed.

What triggers are available for CRM Messaging in this integration?

You can utilize various triggers such as 'New Message', 'Message Read', or 'Contact Added' in CRM Messaging to initiate workflows within Motion. Each of these triggers can start different automated processes.

Can I automate task creation in Motion based on CRM Messaging activity?

Yes, you can automatically create tasks in Motion when specific triggers occur in CRM Messaging. For example, a new message could trigger a task creation to follow up with that contact.

Is it possible to update contact information in Motion from CRM Messaging?

Yes, when certain events like a 'Contact Updated' occur in CRM Messaging, you can set parameters within our platform to update the corresponding contact information in Motion automatically.

What actions can be performed in Motion once triggered by CRM Messaging?

In our integration setup, actions such as creating tasks, updating projects, or scheduling meetings in Motion can be performed when triggered by events from CRM Messaging.

Are there any specific prerequisites for using this integration?

Both active accounts on CRM Messaging and Motion are required. Additionally, authorization permissions must be granted for our platform to facilitate data flow between them.

How do I troubleshoot an issue with the integration not working?

First, check that both accounts are properly authenticated on our platform. Verify that your selected triggers and actions are configured correctly. If issues persist, reviewing logs or reaching out through our support channels may provide further insight.

About CRM Messaging

CRM Messaging is a platform for sending text messages on popular channels.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.

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