> 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**, **Labels**, **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. [**Labels**](/help-center/integrations/crm/campaign-mapping.md) — link Mobly events to CRM campaigns for per-event 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.

## Connecting a secondary CRM integration

If your team uses more than one CRM (e.g., HubSpot for marketing and Salesforce for sales), you can connect the second one as a **Secondary** integration alongside your primary. The primary is your main sync destination; the secondary supplements with data lookups.

{% hint style="info" %}
**Secondary integrations are available on select orgs today.** If you don't see a "Connect as Secondary" button on the Connect tab, contact your CSM about enabling it.
{% endhint %}

### How to connect one

1. Go to **Integrations** and pick the CRM you want to add as a second.
2. On the **Connect** tab, click **Connect as Secondary** (rather than Connect as Primary).
3. Sign in and authorize like any other connection.
4. The integration lands in a new sync mode — **Secondary** — see below.

### What Secondary sync mode does today

* **Salesforce as Secondary**: Mobly fetches account data from Salesforce right after a lead is scanned, so account context (company details, deals, owner) is available immediately for use in the [Accounts](/help-center/the-hub/accounts/working-with-accounts.md) feature.
* **HubSpot, Zoho, Marketo, Pardot as Secondary**: the connection works and the mapping surfaces are available, but no Secondary-specific behavior is enabled yet. More Secondary capabilities are on the roadmap.

Regardless of which CRM you connect as Secondary, an Account in Mobly can be mapped to it via the **Map account** wizard — so an Account can hold both a primary-CRM record and a secondary-CRM record side-by-side.

### Three sync modes now

With Secondary added, there are three sync modes total:

| Mode          | Used for                      | What happens                                                                    |
| ------------- | ----------------------------- | ------------------------------------------------------------------------------- |
| **Automatic** | Primary integration (default) | Real-time push to your CRM as leads are captured and enriched                   |
| **Manual**    | Primary integration           | Leads queue in Reconciliation → Pre-Sync; admin flushes on demand               |
| **Secondary** | Secondary integration         | Limited fetches today (see above); Mobly does not push leads on this connection |

See [Sync modes](/help-center/integrations/crm/sync-modes.md) for the full write-up.

## 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)