> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/integrations/crm/connecting.md).

# 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](/help-center/integrations/crm.md#per-crm-docs) 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

1. In Mobly, go to **Integrations** in the left nav
2. Find your CRM under the **CRM** category and click its card
3. You'll land on the integration's page with five tabs: **Connect**, **Mapping**, **Qualifiers**, **Campaigns**, **Reconciliation**
4. On the **Connect** tab, click **Connect**
5. A new window opens — sign in to your CRM and approve the permissions Mobly requests
6. 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:

1. [**Field mapping**](/help-center/integrations/crm/field-mapping.md) — 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.
2. [**Qualifiers**](/help-center/integrations/crm/qualifiers.md) — map Mobly qualifier values to CRM picklist or property options.
3. [**Campaigns**](/help-center/integrations/crm/campaign-mapping.md) — optionally enable per-event campaign sync.
4. [**Sync mode**](/help-center/integrations/crm/sync-modes.md) — 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:

1. Capture a test lead at a test event in Mobly
2. Wait a minute or two for enrichment
3. Check **Reconciliation → Cleared** — your test lead should show up there
4. 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](/help-center/integrations/crm/reconciliation.md) for how to read the error and fix it.

## Status indicators

On the Connections list (the main **/integrations** page):

| Indicator                  | Meaning                                                                             |
| -------------------------- | ----------------------------------------------------------------------------------- |
| **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.

## Related articles

* [Comparing the CRM integrations](/help-center/integrations/crm/comparison.md)
* [Sync modes](/help-center/integrations/crm/sync-modes.md)
* [Field mapping](/help-center/integrations/crm/field-mapping.md)
* [Qualifiers](/help-center/integrations/crm/qualifiers.md)
* [Reconciliation](/help-center/integrations/crm/reconciliation.md)


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