Mapping campaign fields
Mobly's per-event campaign sync lets you push leads into specific CRM campaigns based on which event they were captured at. Configure it on the Campaigns tab inside any connected CRM integration (Integrations → [your CRM] → Campaigns).
Mobly Campaigns ≠ CRM Campaigns. Mobly Campaigns are a Mobly-side feature for grouping/automation logic; CRM Campaigns are HubSpot/Salesforce campaign objects you can sync your event leads into. This article is about syncing event leads into CRM Campaign objects. For Mobly Campaigns, see Mobly Campaigns. For Marketo Programs (the Marketing Automation equivalent), see Mapping program fields.
What's on the Campaigns tab
A list of every CRM campaign Mobly is currently configured to sync to, with:
Name — the CRM campaign's display name
CRM ID — the CRM-side identifier
Is Archived — whether the campaign is archived in your CRM (archived campaigns won't accept new members)
Qualifier Option — which Mobly qualifier (if any) drives status changes for members of this campaign
Lead Scan Threshold — minimum scans required for a lead to be added (0 = every captured lead)
Leads — current count of leads attached
Events — the Mobly events that feed into this campaign
Activator — which person or process triggers the sync
Plus a + New Campaign button to add a new mapping and an Export CSV option for offline review.
How campaigns sync
When a lead is captured at an event mapped to a CRM campaign:
Mobly waits for enrichment to complete
Mobly pushes the lead to the CRM (creating or updating per the matching logic for your CRM)
Mobly adds the lead as a member of the linked campaign(s) in your CRM
If your Qualifier Option mapping is configured, Mobly sets the campaign member's status based on the qualifier value the rep applied
A single lead can be added to multiple CRM campaigns if it was captured at multiple Mobly events that each map to a different campaign.
Campaign member status from qualifiers
If a CRM campaign has member statuses (e.g., Salesforce Campaign Member Status: "Sent," "Responded," "Attended"), you can drive those statuses from a Mobly qualifier.
Example: a qualifier called Follow up with values Yes / No / Already a customer. Map:
Yes → "Responded"
No → "Sent"
Already a customer → "Attended"
Now when a rep picks a qualifier value on a lead, the corresponding CRM Campaign Member Status is set automatically.
Lead Scan Threshold
This sets a minimum number of badge scans before a lead syncs to the campaign. Most teams keep this at 0 (every captured lead syncs). Use a higher threshold when:
A booth attendant scans by accident (raise to 1+ to filter out single-scan accidents)
You want to flag highly-engaged leads who hit your booth multiple times
Adding a new campaign sync
Go to Integrations → [your CRM] → Campaigns
Click + New Campaign
Pick the CRM campaign from the dropdown (Mobly pulls the list from your CRM live — make sure the campaign exists in your CRM first)
Pick which Mobly events feed into it (you can pick multiple)
Optionally set Qualifier Option (the qualifier that drives member status)
Optionally set Lead Scan Threshold
Save
The mapping takes effect for new captures going forward. Leads already captured at the linked events don't retroactively sync to the campaign — for those, retry from Reconciliation.
Editing or removing a campaign sync
The three-dot menu at the right of each row has:
Edit — change linked events, qualifier option, threshold, etc.
Remove — stops new syncs to this campaign. Existing campaign members in your CRM are not removed.
Best practices
One CRM campaign per event series, not per event. Most teams find it cleaner to have a "SaaStr 2026" campaign than 17 sub-campaigns for each booth/dinner/activation. Use Mobly's Activations for sub-event tracking instead.
Use Qualifier Option for high-signal status. "Did they convert?" "Did they attend the demo?" These are the highest-value status drivers. Skip qualifiers where the value is just metadata.
Match CRM campaign archived state. If you archive a CRM campaign in HubSpot/Salesforce, archive or remove the Mobly mapping too — Mobly will fail to add new members to an archived campaign and those leads will land in Reconciliation.
Review the Activator column quarterly. Old campaigns whose Activator is no longer with the team should be reassigned or archived.
Vendor-specific notes
Campaign-as-an-object exists in different forms across CRMs. Setup differs slightly per CRM — each per-vendor folder has the specific connect article:
For Marketo Programs (Marketing Automation), see Connecting Marketo Programs to Mobly Events.
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