How data flows from Mobly to the CRM
Mobly integrates directly with your CRM to push enriched leads and sync with existing objects or create new ones. There is a data check for each lead before action is taken in the integrated CRM. This guide will explain how the data flows, and what is checked before an action is taken for each CRM integration.
For Salesforce:
For Salesforce Leads and Contacts:
- Mobly searches for an existing record in this priority order - first by Contact ID, then Contact Email, then Lead ID, then Lead Email. The first match gets updated. If nothing matches, Mobly creates a new Lead.
More information on Salesforce integration here: Salesforce + Mobly Integration Guide
For Salesforce Leads Only:
- Mobly searches for an existing record in this priority order - first by Lead ID, then Lead Email. The first match gets updated. If nothing matches, Mobly creates a new Lead.
More information on Salesforce integration here: Salesforce + Mobly Integration Guide
For Salesforce Accounts and Contacts:
- Mobly searches for an existing record in this priority order - first by Contact ID, then Contact Email, then Website Domain and/or Company Name. The first match gets updated. If an Account exists, Mobly creates a new Contact in that Account. If not, Mobly creates a new Account and a new Contact.
More information on Salesforce integration here: Salesforce + Mobly Integration Guide
For HubSpot:
- Mobly searches for an existing record in this priority order - first by Contact ID, then Contact Email. The first match gets updated. If nothing matches, Mobly creates a new Contact.
More information on HubSpot integration here: HubSpot + Mobly Integration Guide
For Marketo:
- Mobly searches for an existing Lead ID. If a Lead ID exists, Mobly updates the Lead. If nothing matches, Mobly upserts a Lead, meaning, if the email already exists, it will be updated. If not, a new Lead is created.
More information on Marketo integration here: Marketo + Mobly Integration Guide