Reconciliation

When a lead can't sync to your CRM, Mobly puts it in Reconciliation — a per-integration tab that groups failed leads by what went wrong, so you can see exactly which leads need attention and why.

This article covers how the tab works. For specific error fixes, jump to your CRM's troubleshooting article (linked at the bottom).

How to get there

Integrations → [your CRM] → Reconciliation.

Reconciliation lives inside each CRM integration's configuration page (HubSpot, Salesforce, Pipedrive, Zoho) because every connection has its own sync queue and error history.

What you'll see

A summary donut at the top of the tab tells you what percentage of leads cleared vs. failed across the time you're viewing. Below it, leads are grouped into three states.

Pre-Sync

Leads waiting to sync — either queued behind in-progress jobs or held because your Sync Mode is set to Manual (in the Connect tab). Click refresh to push them through, or change Sync Mode to Automatic if you want them to sync without manual intervention.

Failed

Leads that hit an error. They're grouped by error category — NO_TAG_MAPPING, DATA_VALUE_VALIDATION, MISSING_REMOTE_FIELD, etc. Each group shows:

• The error code and a plain-language description

• How many leads are affected

• Action icons (see below)

Cleared

Leads that synced successfully. Mostly here so you can confirm a fix worked and to see the count vs. failures.

Filter and find what you need

Above the lifecycle tabs:

• Event / Lead toggle — view errors grouped by Mobly event, or as a flat list of leads

• Event dropdown — filter to a single event (useful right after a show)

• Search — find a specific lead by name or email

What each icon does

On the error category row

Icon	What it does
?	Opens this article (or the per-CRM troubleshooting article) at the section for this error
Wrench	Opens a fix-it drawer — only shown when the fix is something Mobly can do in-app (e.g., remap a missing field, map an unmapped qualifier value). See "The Fix-It drawer" below.
Refresh	Retries every lead in this error group
▼ / ▲	Expands or collapses the group to show individual leads

On the individual lead row

Icon	What it does
Log (orange)	Opens the Integration Log panel for that lead — the raw error response from your CRM, plus what Mobly tried to send

The Fix-It drawer

The wrench icon opens a drawer pre-loaded with the right editor for the error. Drawer titles and what they do:

• Fix Value Mapping (NO_TAG_MAPPING) — map the unmapped qualifier value(s) to a CRM property option

• Fix Missing Field Mapping (MISSING_REMOTE_FIELD) — pick a different CRM field, or clear the mapping

• Fix Data Format Mapping (DATA_FORMAT_VALIDATION) — remap to a CRM field that accepts the format you're sending

• Fix Field Length (DATA_TOO_LONG) — remap to a CRM field with more room, or clear the mapping

• Sync Mode (frozen leads) — manually sync the lead, or switch the integration's sync mode

If you don't see a wrench, the error needs a fix outside Mobly:

• Authentication / Connection errors → fix in the Connect tab

• Data value isn't valid → add the option in your CRM, or update the lead in Mobly

• Not enough data → wait for enrichment, or fill in the missing field on the lead

• Required field missing in CRM → restore the property in your CRM, or remap inside Mobly

• Unexpected errors → grab the log and send to your CSM

The per-CRM troubleshooting articles spell out each of these.

How retry works

After fixing the underlying issue, retry from one of three places:

• Per-lead refresh (on an individual log) — retries that one lead

• Per-category refresh (on the error group row) — retries every lead in that group

• Global retry (top of Reconciliation) — retries every failed lead for this integration

When Mobly retries:

• Fix worked → lead moves to Cleared

• Different problem now → lead moves to the new error category

• Same problem still → lead stays where it is

The Integration Log

Click the Log button on any lead to open the Integration Log panel.

• Current Issue tab — the latest error, including:

  • Lead Log Response — the raw error your CRM sent back (often the most useful clue)

  • Sent to CRM — what Mobly tried to send

  • Synced timestamp and Status

  • Phases — which step in the sync hit the error (Lead, Company, etc.)

• All Logs tab — every sync attempt for this lead. Useful for diagnosing intermittent issues or confirming a recent fix actually pushed.

Error-specific help

Each per-CRM troubleshooting article explains what every error means and how to fix it:

• Fixing HubSpot sync errors

• Fixing Salesforce sync errors

• Fixing Pipedrive sync errors

• Fixing Zoho sync errors

For Marketing Automation troubleshooting, see Marketing Automation Reconciliation.