Marketo + Mobly Integration Guide

Learn how to integrate your Mobly account with Marketo to streamline your marketing workflows. This guide provides the necessary steps to authenticate your credentials and configure your data mappings for seamless synchronization.

More information on how data flow from Mobly -> Marketo: How data flows from Mobly to the CRM

There are three main steps to the process.

Create an API user in Marketo to better track sourcing/edits
Create a new integration service
Pass the credentials over to Mobly

Creating your API user

Go to the Admin area.
Click Users & Roles.
Click Invite New User.
Enter an Email, First Name, and Last Name for the API only user. Click Next.

Many companies choose to use:

Email: mobly@[yourdomain.com]

First Name: Mobly

Last Name: Integration
Select the API Only role and check the API Only checkbox. Click Next.
Click Send.

Create a new Integration Service

Go to the Admin area.
Click LaunchPoint.
Select New and then New Service
Enter a Display Name for Mobly and select "Custom" for the Service type. Choose the API Only User previously created.
Click Create.
Click View Details for the custom LaunchPoint service created above.
Copy the Client Id and Client Secret for use in Mobly's Marketo integration.

8. Go to Integration > Web Services and copy the REST API Endpoint and Identity URLs.

CAUTION: Don’t share this information; it’s the backdoor to your data. Keep it safe! Once saved in Mobly it will be encrypted.

Passing Credentials to Mobly

1. Click "Integrations"

2. Click "Marketo"

3. Click "Connect"

4. Enter the connection details collected earlier

5. Click "Connect

6. Skip creating new fields, as you'll likely want to create them in your CRM first and link those fields to Marketo

7. You can now proceed with connecting Mobly fields to your Marketo fields. Click "Mapping"

8. "Persona" fields relate to the Lead

9. "Company" fields are for information about the company, and can sync to Leads and Companies

Field Mapping

Here are the lead object fields that Mobly can send over to Marketo.

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.

Basic Lead Info

First Name
Last Name
Email
Personal Email
Personal Address
LinkedIn
Facebook
X (Twitter)
Profile Picture
Job Title
Phone Number
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

Company Name
Company Industry
Company LinkedIn
Company Street Address
- Due to Salesforce's strong policy about street address format, we recommend mapping this to a new field without restrictions called something such as "mobly_company_address".
Company City
Company State
Company Zip Code
Company Country

Mobly Specific Info

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	Text Area (Long)
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	Text
Last Scanned By	Email of last scanner	mobly_last_scanned_by	Text
Last Scanned Event	The name of the last scanned event, excludes uploads and manual entries	mobly_last_scanned_event	Text
All Scanned Events	Concatenated list of all Mobly events they've been scanned at	mobly_all_events	Text Area (Long)
Most Recent Mobly Campaign	Campaign ID of the most recent Mobly Campaign	mobly_most_recent_campaign	Text
All Mobly Campaigns	Concatenated string of Mobly Campaign IDs	mobly_all_campaigns	Text Area (Long)