For the complete documentation index, see llms.txt. This page is also available as Markdown.

Finding Mobly activities in your CRM

When Mobly captures an interaction with a lead — a scan, a logged call, a sent email, a Pulse sequence send — it tries to write that as an activity record on the lead's CRM record. This article covers what gets logged, where to find it per CRM, and what doesn't sync.

What Mobly logs as a CRM activity

The following Mobly actions create an activity record in your CRM (for CRMs that support activity logging — see the per-CRM table below):

  • Lead scanned at an event — logged with the event name and timestamp

  • Engagement action from the mobile app — call, text, email, social outreach, calendar booking

  • Send Content (a file shared from the mobile app)

  • Note added to the lead — each note syncs as its own activity record

  • Pulse sequence email sent — automated sends from Pulse sequences

The lead's Description and Tags don't create activity records — those are stored as fields on the lead record itself.

Which CRMs support activity logging

Different CRMs handle activity logging differently. Today:

CRM
Activity logging
Where you'll find Mobly activities

HubSpot

✓ Yes — as Engagements

Open the Contact → Activities tab. Mobly engagements appear inline with email opens, calls, and notes you've logged manually.

Salesforce

✓ Yes — as Tasks

Open the Lead or Contact → Activity Timeline. Mobly creates Task records with the activity type, subject, and timestamp.

Zoho

✓ Yes — as Notes

Open the Lead or Contact → Notes tab. Mobly activities appear as Notes with structured content.

Pipedrive

— No

Pipedrive doesn't support Mobly activity logging. Activities stay in Mobly's activity log only; field-level updates (last touch timestamp, etc.) still flow through normally.

Marketo

— No

Marketo doesn't support Mobly activity logging. Field-level updates still flow through normally.

Pardot

— No

Pardot doesn't support Mobly activity logging. Field-level updates still flow through normally.

For the full feature matrix across all CRMs, see the CRM comparison.

Where each Mobly action lands

Mobly action
HubSpot
Salesforce
Zoho

Lead scanned

Engagement: "Scanned at [event]"

Task: "Scanned at [event]"

Note: "Scanned at [event]"

Call logged

Engagement (Call)

Task (Call)

Note

Email sent / logged

Engagement (Email)

Task (Email)

Note

Text sent / logged

Engagement (SMS)

Task (SMS)

Note

Note added in Mobly

Engagement (Note)

Task (Note)

Note

Calendar booking

Engagement (Meeting)

Task (Meeting)

Note

Send Content

Engagement (Email/SMS) — content reference in body

Task — content reference in body

Note — content reference in body

Pulse sequence email

Engagement (Email)

Task (Email)

Note

For Pipedrive, Marketo, and Pardot, none of these create CRM activity records.

I expected an activity but I don't see it — what to check

  1. Confirm your CRM supports activity logging (table above). Pipedrive, Marketo, and Pardot don't — and that's expected behavior, not a bug.

  2. Check Mobly's Reconciliation tab for the lead. If the sync to your CRM failed (auth issue, field validation, missing required field), the activity may not have been written. See Reconciliation.

  3. Confirm the lead synced first. Mobly only writes activities to a CRM record that exists. If the lead itself didn't sync (still queued for enrichment, blocked at Reconciliation), the activities are still in Mobly waiting.

  4. Check timing. Activity sync isn't instant. Most activities land in your CRM within a few minutes; sequences batch on the send schedule.

  5. Still missing? Send your CSM the Mobly lead ID + the time you took the action + which CRM you're checking. They can trace the sync history.

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