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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 Affiliate" in CRM Web App.

You’re connected!

Zapier seamlessly connects CRM Messaging and CRM Web App, 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
New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Trigger
Instant
Try It
New Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Trigger
Instant
Try It

- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
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
New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- Zip Code
- State
- Country
- Phone
- Mobile
- Fax
- Web address
- Related To
- Social Security
- DOB
Action
Write

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Customers who say using Zapier has made them better at their job

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 CRM Web App 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.

Make work flow with AI

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

Learn about AI automation

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)

Similar apps

Zapier Interfaces

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

About CRM Web App

CRM Web App is a Zapier App that interacts with Credit Money Machine Web, CRM Business Companion, CRM Monitor Companion, and Automatic Business Machine.