Salesforce

Mobly's Salesforce integration syncs captured leads into Salesforce Leads, Contacts, and Accounts (configurable). Three matching strategies, custom object support, per-event Campaign sync. Connection runs through Mobly's new integration platform — no Connected App or OAuth Consumer Key to manage on your side.

Setup time	~30 minutes
Difficulty	Moderate (validation rules, profiles, field-level security)
Required	Salesforce user with API Enabled + create/edit access to Lead, Contact, Account
Status	Generally available

What you can do

• Sync leads to Salesforce Leads, Contacts, or Accounts (pick one of three strategies)

• Sync to custom objects in your Salesforce org

• Map Mobly fields to standard or custom Salesforce fields

• Use Salesforce picklists (restricted or unrestricted) for qualifier mapping

• Log lead activities to Salesforce as Tasks — Pulse sequence emails, calls, meetings, LinkedIn touches, SMS, and manual notes become Tasks on the matching Lead or Contact, with the activity type in the Subject. See Finding Mobly activities in your CRM for where to look in Salesforce

• Sync per-event to Salesforce Campaigns with Member Status driven by Mobly qualifier values

What's not supported (yet)

• Opportunity sync (use Salesforce Flow to convert Mobly-created Leads downstream)

• Running Salesforce alongside another CRM in the same Mobly org

Articles in this section

• Salesforce setup guide — full walkthrough, including the three sync strategies and Salesforce-specific gotchas

• Connecting Salesforce Campaigns to Mobly Events — per-event Campaign sync

• Fixing Salesforce sync errors — Reconciliation error reference