Integrate Pipeline CRM with Mobile Message to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send SMS with Mobile Message when New Company in Pipeline
Lookup Sent Messages in Mobile Message when New Company in Pipeline
Send SMS with Mobile Message when New Deal in Pipeline CRM
Lookup Sent Messages in Mobile Message when New Deal in Pipeline CRM
Send SMS with Mobile Message when New Person in Pipeline CRM
Start from a real workflow other teams are already running.
Pipeline CRM
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company Deleted
Mobile Message
Automatically do this!
Send SMS
Lookup Sent Messages
Send SMS with Mobile Message when New Company in Pipeline
Use this flowLookup Sent Messages in Mobile Message when New Company in Pipeline
Use this flowSend SMS with Mobile Message when New Deal in Pipeline CRM
Use this flowLookup Sent Messages in Mobile Message when New Deal in Pipeline CRM
Use this flowSend SMS with Mobile Message when New Person in Pipeline CRM
Use this flowLookup Sent Messages in Mobile Message when New Person in Pipeline CRM
Use this flowSend SMS with Mobile Message when Person Updated in Pipeline CRM
Use this flowLookup Sent Messages in Mobile Message when Person Updated in Pipeline CRM
Use this flowSend SMS with Mobile Message when Person Deleted in Pipeline CRM
Use this flowLookup Sent Messages in Mobile Message when Person Deleted in Pipeline CRM
Use this flowEverything you can automate between Pipeline CRM and Mobile Message.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your Pipeline account.
Triggers when a new person is created in your Pipeline account.
Triggers when an existing person is updated in your PipelineDeals account.
Triggers when an existing person is deleted in your PipelineDeals account.
Triggers when an existing deal is updated in your PipelineDeals account.
Action is the task that follows automatically within your Pipeline CRM integrations.
Returns a list of calender entries
Returns a list of all companies
Returns a list of all deals
Returns a list of lead sources
Returns a list of lead statues
Searches for a user by email

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

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Pipeline extends your workflows across teams, departments, and companies.
Learn moreMobile Message is a comprehensive platform for managing and automating SMS communications, enabling businesses to effectively engage with their audience through personalized messaging solutions.
Learn moreSign up for a free viaSocket account, then authorize both your Pipeline CRM and Mobile Message accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pipeline CRM and Mobile Message as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Mobile Message. No coding required.
Yes. You can set up a workflow where Pipeline CRM triggers actions in Mobile Message, and a separate workflow where Mobile Message triggers actions in Pipeline CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pipeline CRM and Mobile Message. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipeline CRM and Mobile Message integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.