Connecting Salesforce Campaigns to Mobly Events
If your team uses Salesforce Campaigns to track event attribution, Mobly can automatically add captured leads as Campaign Members — including their Campaign Member Status based on Mobly qualifier values.
Before you start
You'll need:
The Salesforce integration connected in Mobly
An existing Salesforce Campaign for the event you want to connect (active, not archived)
The Salesforce user that authorized Mobly needs Campaign read and Campaign Member create/edit permissions
Connect a Salesforce Campaign to a Mobly Event
In Mobly, open the event you want to sync (My Events → [event name])
Switch to the Campaigns tab on the event detail page
Click + Connect Salesforce Campaign
Search for and select the Salesforce Campaign you want to associate with this Mobly event
Verify the campaign details (name, type, dates, owner) shown by Mobly
Click Continue
Choose the Campaign Member Status that captured leads should be assigned (e.g., Sent, Responded, Attended)
Click Confirm and Sync
The synced Salesforce Campaign and chosen status now appear on your Mobly event's Campaigns tab. Leads captured at this Mobly event will be added to the Salesforce Campaign with the chosen status.
Status updates from qualifier values
To drive Campaign Member Status from a Mobly qualifier value (e.g., "Yes" → "Responded," "No" → "Sent"), set up a Qualifier Option mapping under Integrations → Salesforce → Campaigns for the linked Salesforce Campaign. See Mapping campaign fields.
Disconnecting
To disconnect a Salesforce Campaign from a Mobly event, return to the event's Campaigns tab and remove the linked Campaign using its action menu. Existing Campaign Members stay in Salesforce — disconnect only stops new captures from being added.
Common gotchas
Archived Salesforce Campaigns won't accept new members. If you archive a Campaign in Salesforce, also remove the Mobly mapping or leads will land in Reconciliation → Failed.
Required Campaign Member custom fields. If your Salesforce Campaign Member object has required custom fields, Mobly may not have values to send. Either make those fields optional or add them to Mobly's field mapping.
Campaign Hierarchy. Mobly syncs to the specific Campaign you connect, not its parent or children. For multi-event series, link each Mobly event to the appropriate child Campaign.
Troubleshooting
If captured leads aren't showing up as Salesforce Campaign Members, check Integrations → Salesforce → Reconciliation — see Fixing Salesforce sync errors for category-specific fixes.
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