HubSpot + Mobly Integration Guide
Learn how to seamlessly integrate your Mobly account with Hubspot to streamline your data management. This guide walks you through the authorization process and field mapping settings to ensure your CRM information is perfectly synced.
More information on how data flow from Mobly -> HubSpot: How data flows from Mobly to the CRM
1. Click "Integrations"
2. Click "Hubspot"
3. Click "Connect"
4. Select the account to connect and click "Choose Account"
5. Mobly can deploy all the custom fields you'll need for contacts. If you've already created the fields you'd like to sync, you can choose to skip this section.
6. "Persona" fields relate to the HubSpot contact record.
7. "Company" fields are for information about the company, and can sync to companies and/or contact records.
Field Mapping
Fields can be mapped directly within Mobly, and to aid in the planning phase of the project, you can make a copy of this spreadsheet and add in your own CRM fields and tag preferences.
Reminder: Mobly can create these fields automatically unless you would like to repurpose existing fields.
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.