HubSpot + Mobly Integration Guide
Overview
This guide will help you integrate your HubSpot account with Mobly so leads captured at events via the Mobly app automatically sync into your HubSpot CRM—with context, tags, and engagement logs to support your workflows and reporting.
What We’ll Need From You
To get started, please do the following:
- Authenticate the HubSpot + Mobly connection by installing from the HubSpot App Marketplace
- Creating fields where we can map Mobly specific data
Setup Steps
- Authenticate HubSpot to Mobly using the App Marketplace.
- Work with the Mobly team to map Mobly fields (lead info, tags, campaigns) to your HubSpot fields.
Using the HubSpot App Marketplace
- Go to the HubSpot App Marketplace and search for Mobly. Or follow this link to go directly there.
- Click "Install app".
- If you're not already logged into the Mobly Hub, you'll need to authenticate by entering your username and password.
Field Mapping
Here are the contact object fields that Mobly can send over to HubSpot:
Basic Lead Info
- First Name
- Last Name
- Personal Email
- Personal Address
- X (Twitter)
- Profile Picture
- Job Nitle
- Phone number
- We recommend mapping this to the "Mobile Phone Number" field.
- Other Phone Numbers
- If you wish to have additional phone numbers that enrichment finds, we recommend making a new field such as "mobly_other_phone_numbers". This will come in as a semicolon separated list.
Company Info
This info maps to the contact object, not the company object.
- Company Name
- Company Industry
- Company LinkedIn
- Company Street Address
- Company City
- Company State
- Company Zip Code
- Company Country
Mobly Specific Info
Here are the Mobly fields that you likely don't already have in your CRM and will need to create.
| Mobly Name | Description | Recommended CRM Name | Recommended Field Type |
| Description | Open text field to track notes or other required information about the lead from the event | mobly_description | Multi-line text |
| Number of Scans | Total number of scans for the lead across all events | mobly_number_scans | Number |
| First Scanned By | Email of first scanner | mobly_first_scanned_by | Single-line text |
| Last Scanned By | Email of last scanner | mobly_last_scanned_by | Single-line text |
| Last Scanned Event | The name of the last scanned event, excludes uploads and manual entries | mobly_last_scanned_event | Single-line text |
| All Scanned Events | Concatenated list of all Mobly events they've been scanned at | mobly_all_events | Multi-line text |
| Most Recent Mobly Campaign | Campaign ID of the most recent Mobly Campaign | mobly_most_recent_campaign | Single-line text |
| All Mobly Campaigns | Concatenated string of Mobly Campaign IDs | mobly_all_campaigns | Multi-line text |
Tags
Tags in Mobly help with segmentation, qualification, and automation inside HubSpot.
- Examples of Tag Categories:
- Score (Hot, Medium, Cold)
- Product Interest
- Marketing Campaign
- Segments (Buyer, Decision Maker, Influencer, End-User)
- Next Steps (Set Meeting, Follow-up)
- Send Contract (Yes, No)
In Mobly, tags work like a picklist rather than free‑form text. We can sync them to text, picklist, or checkbox fields in HubSpot. Each tag group should map to its own field in HubSpot. However, we suggest using text fields to allow for multi-select tags and future-proofing for any changes you make to Mobly tags.
Engagement Logging
Mobly logs all interactions with leads in HubSpot under the activity timeline.
Engagement actions include:
- Calendar invites
- Personal emails
- Calls
- Texts
- Social media connections (LinkedIn, Facebook, X)
- Notes about the interaction
This data is valuable for auditing, reporting, and tracking rep performance and follow-up workflows.
Disconnect the app
If you wish to disconnect Mobly from your HubSpot account, you can do so by follow these steps:
- Find the app on the Connected Apps tab in Settings.
- Click the Actions drop down and then Go to settings.
On the Auth tab, scroll to the bottom and click "Delete <app name>"
