Salesmsg + Simpro Integration

Integrate Salesmsg to Simpro in one click, or tell Integrately AI how you want each job handled. Notify customers instantly, log messages against records, trigger follow-ups, and keep your field service operations aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesmsg
    Contact is updated in Salesmsg Instant
  • Salesmsg
    Message sending has failed in Salesmsg Instant
  • Salesmsg
    Inbox is updated in Salesmsg Instant
  • Salesmsg
    Contact is unsubscribed in Salesmsg Instant
  • Salesmsg
    Tag is removed from contact in Salesmsg Instant
  • Salesmsg
    Contact is deleted in Salesmsg Instant
  • Salesmsg
    Number is created in Salesmsg Instant
  • Salesmsg
    Number is updated in Salesmsg Instant
  • Salesmsg
    Number is deleted in Salesmsg Instant
  • Salesmsg
    Conversation is opened in Salesmsg Instant
  • Salesmsg
    Conversation is closed in Salesmsg Instant
  • Salesmsg
    Conversation is assigned in Salesmsg Instant
  • Salesmsg
    Call recording is created in Salesmsg Instant
  • Salesmsg
    Contact is created in Salesmsg Instant
  • Salesmsg
    Tag added to contact in Salesmsg Instant
  • Salesmsg
    Message is received in Salesmsg Instant
  • Salesmsg
    Message is sent in Salesmsg Instant
  • Salesmsg
    Phone call started in Salesmsg Instant
  • Salesmsg
    Phone call ended in Salesmsg Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
Arrow Right
2.
  • Salesmsg
    Delete contact in Salesmsg
  • Salesmsg
    Create contact in Salesmsg
  • Salesmsg
    Update contact in Salesmsg
  • Salesmsg
    Search contact in Salesmsg
  • Salesmsg
    Opt-Out a contact in Salesmsg
  • Salesmsg
    Add tag to contact in Salesmsg
  • Salesmsg
    Remove tag from contact in Salesmsg
  • Salesmsg
    Send a text message (SMS / MMS) in Salesmsg
  • Salesmsg
    Phone number lookup in Salesmsg
  • Salesmsg
    Create note in Salesmsg
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Update lead in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for Salesmsg + Simpro Integration

Capture new jobs, send automated text notifications, log updates, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesmsg + Simpro Integration

Create simPRO individual customer for new Salesmsg contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new simPRO individual customer and Salesmsg contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Simpro + Salesmsg Integration

Create Salesmsg contact for new simPRO individual customer

If you're using simPRO to manage your sales leads, it's important to also use Salesmsg to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new individual customer is created in simPRO, a corresponding contact will automatically be created in Salesmsg.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesmsg + Simpro flow

Extend your workflow by syncing invoices, scheduling visits, collecting payments, and alerting your team across external tools. Pick a combination and activate it in one click.

Salesmsg
Simpro
+
XeroXero (8)
+
Google CalendarGoogle Calendar (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
StripeStripe (8)
+
GmailGmail (8)
+
SlackSlack (8)
S
X
S
Create a Xero invoice when a new Simpro job is created, and send a confirmation text in Salesmsg
Every new Simpro job generates a Xero invoice and triggers a confirmation text in Salesmsg, eliminating manual billing steps.
S
X
S
When an invoice is created in Simpro, generate a Xero bill and notify the customer via Salesmsg
Keep accounting records updated and customers informed instantly when Simpro invoices are raised.
S
X
S
When a Simpro job is updated, update the corresponding Xero invoice and send a status text via Salesmsg
Invoice changes in Xero and text updates in Salesmsg follow every Simpro job modification automatically.
S
X
S
When a quote is created in Simpro, create a Xero quote and send a follow-up text in Salesmsg
Send proposal texts through Salesmsg and log estimates in Xero immediately after Simpro quote creation.
S
X
S
If a company customer is created in Simpro, add a contact in Xero and send a welcome text via Salesmsg
New corporate customers in Simpro gain Xero contact profiles and welcoming SMS messages instantly.
S
X
S
When a recurring invoice is created in Simpro, set up a repeating Xero invoice and notify via Salesmsg
Automate recurring billing schedules in Xero and send dispatch notifications through Salesmsg.
S
C
X
S
Use ChatGPT to analyse new Simpro jobs, create a Xero invoice, and send a details text via Salesmsg
AI parses Simpro job requirements to build Xero invoices and draft tailored client SMS notifications.
S
X
S
S
Turn every new Simpro job into a Xero invoice, send a confirmation text in Salesmsg, and announce it on Slack
Coordinate finance, field operations, and team visibility the moment a Simpro job is registered.

Supported triggers and actions for Salesmsg and Simpro

Mix and match to build the exact automation you need

Salesmsg
Salesmsg Triggers & Actions
Instant
Contact is updated in Salesmsg
Triggers when a contact is updated
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Instant
Message sending has failed in Salesmsg
Triggers when a message delivery fails
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Instant
Inbox is updated in Salesmsg
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Instant
Contact is unsubscribed in Salesmsg
Triggers when a contact unsubscribes
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Instant
Tag is removed from contact in Salesmsg
Triggers when a tag is removed from a contact
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Instant
Contact is deleted in Salesmsg
Triggers when a contact is deleted
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Instant
Number is created in Salesmsg
Triggers when a new number is created
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Instant
Number is updated in Salesmsg
Triggers when a number is updated
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Instant
Number is deleted in Salesmsg
Triggers when a number is deleted
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Instant
Conversation is opened in Salesmsg
Triggers when a conversation is opened
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Instant
Conversation is closed in Salesmsg
Triggers when a conversation is closed
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Instant
Conversation is assigned in Salesmsg
Triggers when a conversation is assigned
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Instant
Call recording is created in Salesmsg
Triggers when a call recording is created
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Instant
Contact is created in Salesmsg
Triggers the automation when a new contact is created
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Instant
Tag added to contact in Salesmsg
Triggers the automation when a tag is added to a contact
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Instant
Message is received in Salesmsg
Triggers the automation when a new message is received
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Instant
Message is sent in Salesmsg
Triggers the automation when a new message is sent
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Instant
Phone call started in Salesmsg
Triggers the automation when a phone call is initiated
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Instant
Phone call ended in Salesmsg
Triggers the automation when a phone call is ended
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Delete contact in Salesmsg
Deletes the specified contact from the database
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Create contact in Salesmsg
Adds a new contact to the database
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Update contact in Salesmsg
Updates contact information with new details
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Search contact in Salesmsg
Finds and retrieves contact information
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Opt-Out a contact in Salesmsg
Opts out a contact from marketing communications
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Add tag to contact in Salesmsg
Assigns a tag to a contact
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Remove tag from contact in Salesmsg
Untag the contact
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Send a text message (SMS / MMS) in Salesmsg
Sends a text message (sms/mms)
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Phone number lookup in Salesmsg
Performs a lookup for a phone number
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Create note in Salesmsg
Creates a new note in the particular format
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Simpro
Simpro Triggers & Actions
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
Try it →
Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
Try it →
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it →
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it →
Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it →
Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
Try it →
Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
Try it →
Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
Try it →
Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with Salesmsg + Simpro?

Connect your text messaging and field management systems to handle routine updates, customer communications, and data synchronization effortlessly.

What you can automate?
💬
Send automated SMS notifications for new Simpro jobs
Trigger instant text messages in Salesmsg the moment a new job or service request is registered in Simpro. Keep clients informed of arrival times and job briefs without manual dialing.
📋
Capture every submitted field from quotes and invoices
Map detailed line items, custom pricing, and site addresses from Simpro quotes into Salesmsg message templates. Your client communications become more accurate and personalized.
🔔
Alert your team instantly when service events happen
Notify dispatchers and field staff the second a job status changes or an invoice is created. Eliminate internal communication lags and speed up response times.
🔀
Route messages based on customer or job attributes
Send different SMS templates depending on whether the Simpro customer is an individual or a company. Tailor your text messaging to match specific client types automatically.
🔄
Keep client contact records synchronized across platforms
Update Salesmsg contacts whenever individual customer or company details change in Simpro. Prevent outdated phone numbers and incorrect contact records from stalling your outreach.
Create and update records without generating duplicates
Search existing contacts before creating new entries during job or quote creation. Maintain a clean database across both Simpro and Salesmsg without redundant profiles.
💳
Handle later status changes like job completion and payments
Trigger review requests and thank-you texts in Salesmsg when Simpro jobs are marked complete. Keep customer engagement active through the entire service lifecycle.
🔌
Extend your workflow to team communication apps
Connect your Simpro and Salesmsg core flow with Slack or Gmail to announce completed jobs and share dispatch updates with the wider team.
And much more...

Who is Salesmsg + Simpro integration for?

Field service companies, operations managers, and dispatch teams rely on this integration to eliminate manual data entry, accelerate client communication, and keep operations aligned.

Operations managers
Operations managers
Dispatchers
Dispatchers
Account managers
Account managers
Field service coordinators
Field service coordinators
Field technicians
Field technicians
Business owners
Business owners
📈
Operations managers
You're reviewing field service metrics across disparate systems but your SMS logs and job records never match up, so the dispatch counts you're reporting on are always a few hours behind — automating both apps means every Simpro job change triggers instant Salesmsg updates and your operational data stays current.
Dispatchers
You need to coordinate field technicians rapidly and keep clients informed of schedule changes, but manually texting every customer leads to missed updates and delayed arrivals — connecting these apps means every new Simpro job dispatches instant text confirmations and your scheduling runs smoothly.
🤝
Account managers
You answer to corporate clients who expect immediate updates on service quotes and job progress, but chasing field staff for status reports slows down your communication — with this integration, every Simpro quote and invoice triggers automated client text messages so your customers always stay informed.
Field service coordinators
The volume of daily service calls is too high for anyone to keep up with manual text messaging, leading to communication bottlenecks and frustrated clients — automating both apps means every service event automatically sends structured SMS alerts and your team manages high volumes effortlessly.
🔧
Field technicians
You depend on office staff to hand over job details and site notes before you can depart for a call, but missing paperwork leaves you unprepared on-site — integrating these apps means every Simpro job creation instantly syncs contact and site details straight to your mobile workflows.
📋
Business owners
You need a reliable audit trail of all client communications and job milestones, but manual record-keeping results in frustrating gaps in your history — automating both apps means every conversation and job update is logged securely so your business records remain complete.
Our team

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Why choose Integrately to automate Salesmsg + Simpro

Build and manage your Salesmsg + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesmsg + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Salesmsg to Simpro?
Frequently Asked Questions
You can connect Salesmsg to Simpro in 1 click using ready-made templates on Integrately, or by using Integrately AI to build your custom workflow. Supported connections also link with Xero, Google Calendar, QuickBooks Online, Stripe, Gmail, Slack, and 1,500+ other apps.
Can I automatically send an SMS in Salesmsg when a new job is created in Simpro?
Frequently Asked Questions
Can I connect Salesmsg, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesmsg and Simpro?
Frequently Asked Questions
How do contact updates in Salesmsg work with Simpro?
Frequently Asked Questions
Can I update Simpro invoices and send payment reminders via Salesmsg?
Frequently Asked Questions
Do I need coding skills to automate Salesmsg and Simpro?
Frequently Asked Questions
Is the Salesmsg and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Salesmsg or Simpro With 1500+ Other Apps

Salesmsg
Popular Salesmsg Integrations
Connect Salesmsg with CRM, marketing, and support tools to manage SMS conversations and track customer engagement.
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Simpro
Popular Simpro Integrations
Sync Simpro with accounting, project management, and scheduling tools to keep your field service operations connected.
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