CRM Integrations

HubSpot, Salesforce, Pipedrive, Zoho.

Get started

• Connecting a CRM — universal setup flow for all four CRMs

• Comparing the CRM integrations — side-by-side capability matrix

• Migrating from the legacy CRM integration — for orgs still on the older CRM integration

Concepts

• How data flows from Mobly to your CRM

• Field mapping — per-object Mapping tab

• Write behavior — per-field control over whether Mobly overwrites the CRM value

• Qualifiers — Qualifiers tab

• CRM campaign sync — connecting events to Salesforce Campaigns, HubSpot Marketing Events, and Zoho Campaigns

• Sync modes — Automatic vs Manual

• Reconciliation — how to find and fix sync errors

Per-CRM docs

• HubSpot

• Salesforce

• Pipedrive

• Zoho

Legacy

Older integration guides for customers on prior setups. New customers should use the per-CRM docs above.

See: Legacy Integrations