How data flows from Mobly to your CRM
When a lead is captured in Mobly, here's what happens before it reaches your CRM — and how Mobly decides whether to create a new record or update an existing one.
The journey of a captured lead
Capture. Someone scans a badge in the Mobly app, manually adds a lead, uploads from camera roll, or your team bulk-uploads a CSV in the Hub.
Enrichment. Mobly's enrichment waterfall fills in missing fields (email, company, job title, LinkedIn, etc.) using 20+ data partners. This typically takes minutes.
Sync to your CRM. Once enriched, Mobly runs the lead through your field, qualifier, and campaign mappings, then pushes it to your CRM. The push uses Sync mode — Automatic by default, Manual if you've configured it that way.
Match or create. Mobly looks for an existing record in the CRM that matches this lead. If it finds one, Mobly updates it. If not, Mobly creates a new record. Per-CRM matching logic is below.
Reconciliation. If anything goes wrong (auth issue, validation failure, missing field, etc.), the lead lands in Reconciliation so you can see why and fix it.
Per-CRM matching logic
HubSpot
Mobly searches for an existing Contact by Contact ID, then by Email. The first match is updated. If nothing matches, Mobly creates a new Contact. Companies follow the same logic — match by Company ID then domain, otherwise create.
Salesforce
Salesforce has three matching strategies, set during connection.
Leads and Contacts (recommended)
Contact ID → Contact Email → Lead ID → Lead Email
Creates a new Lead if no match
Leads only
Lead ID → Lead Email
Creates a new Lead if no match
Accounts and Contacts
Contact ID → Contact Email → website domain or company name
Creates a new Contact in the matched Account, or creates both if no match
Choose the strategy that matches how your team wants Mobly leads to appear in Salesforce. Leads and Contacts is the most common for org-wide rollouts.
Pipedrive
Mobly matches Persons by Email. If the lead's company name or domain matches an existing Organization in Pipedrive, Mobly links the new Person to that Organization. If not, Mobly creates both.
Zoho
Mobly searches for an existing Lead by Lead ID first, then by Email. If your Mobly account is configured to also use Contacts, Mobly checks Contacts before Leads. The first match is updated; otherwise, a new Lead (or Contact) is created.
What Mobly sends
Three categories of data flow per lead, configured under each integration's tabs:
Field values — name, email, phone, company, job title, custom fields, etc. Configured under the Mapping tab. See Field mapping.
Qualifier values — qualifiers you've defined in Mobly (badge color, lead type, follow-up status, etc.). Configured under the Qualifiers tab. See Qualifiers.
Campaign membership — per-event campaign assignment when you've set up the Campaigns tab. See Mapping campaign fields.
When something goes wrong
If Mobly can't push a lead to your CRM — auth failure, format mismatch, missing required field, validation rule, anything — the lead lands in Reconciliation → Failed, grouped by the type of error. See Reconciliation for how to read the error and fix it, and the per-CRM troubleshooting article for the specific fix path.
Related articles
Per-CRM setup guides: HubSpot · Salesforce · Pipedrive · Zoho
Marketing Automation flow: How data flows from Mobly to your MA tool
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