Connecting a CRM
Mobly uses a single setup flow for all four supported CRMs — HubSpot, Salesforce, Pipedrive, and Zoho. This article covers the universal connect steps. For vendor-specific notes (HubSpot scopes, Salesforce permissions, etc.) see the per-CRM setup guide for the integration you're connecting.
Before you start
You'll need:
Admin access to your CRM (or a user with the right object permissions and API access — see your CRM's setup guide for specifics)
Admin access in Mobly (to view and configure Integrations)
A few minutes — typical end-to-end setup is 10–15 minutes once CRM permissions are in order
Mobly supports one active CRM integration per organization today. You can also connect one Marketing Automation tool alongside the CRM. Multiple integrations within the same category isn't supported yet.
Connect the integration
In Mobly, go to Integrations in the left nav
Find your CRM under the CRM category and click its card
You'll land on the integration's page with five tabs: Connect, Mapping, Qualifiers, Campaigns, Reconciliation
On the Connect tab, click Connect
A new window opens — sign in to your CRM and approve the permissions Mobly requests
The window closes and you're back in Mobly. The integration card now shows Connected with a globe icon
That's the connection itself. Mobly can now reach your CRM, but no data is flowing yet — you still need to configure mappings.
Configure data flow
After connecting, work through these tabs in order:
Field mapping — match Mobly fields to CRM fields per object (Contact, Lead, Company, etc.). Use Set Defaults to auto-populate Mobly's recommended mappings as a starting point.
Qualifiers — map Mobly qualifier values to CRM picklist or property options.
Campaigns — optionally enable per-event campaign sync.
Sync mode — choose Automatic (real-time) or Manual.
You can come back to any of these tabs later — none of them lock you in.
Verify the connection works
After you've set up at least one Mapping and chosen a Sync mode:
Capture a test lead at a test event in Mobly
Wait a minute or two for enrichment
Check Reconciliation → Cleared — your test lead should show up there
Open your CRM and confirm the contact/lead was created with the fields you mapped
If the test lead lands in Reconciliation → Failed instead, see Reconciliation for how to read the error and fix it.
Status indicators
On the Connections list (the main /integrations page):
Connected + globe icon
Mobly can reach your CRM and sync is enabled
Greyed-out card
Never connected, or has been disconnected
Disabled badge
Connected but sync is paused — connection and mappings are kept, no data is flowing
Pause, disconnect, or reconnect
The Connect tab has two buttons next to the integration's status:
Disable — pauses syncing but keeps the connection and all mappings. Use this when you want to stop syncing temporarily (e.g., during a CRM migration on your side) without losing your configuration.
Disconnect — fully removes the connection. Mappings and qualifier configurations are kept in case you reconnect with the same CRM later.
To re-authenticate after a connection breaks (auth expired, password changed, etc.), click Connect again on the same integration's Connect tab. There's no need to disconnect first for a re-auth.
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