> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/integrations/crm/salesforce/connecting-campaigns.md).

# 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.

## Before you start

You'll need:

* The [Salesforce integration connected](/help-center/integrations/crm/salesforce/setup-guide.md) in Mobly
* The Salesforce user that authorized Mobly needs **Campaign read** and **Campaign Member create/edit** permissions
* An existing Salesforce Campaign — or permission to create one (Mobly can create it for you during setup)

## Where this lives

Campaign sync is configured **per event**, from the **Sync Event** bar on the event detail page. The bar sits above the tabs — it isn't a tab itself.

{% hint style="info" %}
**Not the Labels tab.** Mobly Labels and Salesforce Campaigns are different things. Labels group leads inside Mobly by qualifier value, event, activation, or scan count. Salesforce Campaigns are CRM objects your event leads sync into. This article covers Campaign sync; for Labels see [How to use Mobly Labels](/help-center/labels/how-to-use-mobly-labels.md).
{% endhint %}

## Connect a Salesforce Campaign to a Mobly Event

{% embed url="<https://getmobly.wistia.com/s/eh1tfslek6w0wub>" %}

1. In Mobly, open the event you want to sync (**My Events → \[event name]**).
2. On the event detail page, find the **Sync Event** bar above the tabs.
3. Click **Connect Salesforce Campaign**.
4. Choose how you want to link the campaign:
   * **Find existing** — search your Salesforce Campaigns by name. Results show the campaign's date range, location, and current member count. If the one you want doesn't come up, click **Can't find your Campaign?** and enter the Campaign ID directly.
   * **Create new** — Mobly creates the Campaign in Salesforce and maps it automatically. See [Creating the campaign from Mobly](#creating-the-campaign-from-mobly) below for the fields.
5. **Preview** — confirm you've got the right campaign. Mobly shows the name, date, location, member count, and Salesforce ID. Click **Continue**.
6. **Map Status** — pick the Campaign Member Status that captured leads should get. See [Choosing the member status](#choosing-the-member-status) below.
7. Click **Confirm and Sync**.

Once connected, the Sync Event bar shows a pill with the campaign name, a **Campaign** chip, and the mapped status (e.g. `Scanned = Responded`). Leads captured at this Mobly event are added to the Salesforce Campaign with that status.

## Creating the campaign from Mobly

If you pick **Create new**, Mobly builds the Campaign in Salesforce for you. Fields:

| Field                         | Notes                                                                                                                                                  |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Campaign name**             | Required                                                                                                                                               |
| **Start date** / **End date** | Pre-filled from the Mobly event's dates                                                                                                                |
| **Type**                      | Set automatically by Mobly — shown as a chip so you can see what it'll be                                                                              |
| **Description**               | Optional; appears on the Salesforce Campaign record                                                                                                    |
| **Parent campaign**           | Optional. Search your existing Salesforce Campaigns to nest this one under a parent — useful for multi-event series                                    |
| **Planning**                  | Optional Salesforce planning fields: Num Sent in Campaign, Expected Response (%), Budgeted Cost in Campaign, Actual Cost, Expected Revenue in Campaign |

Click **Create and continue** to create it and move to the preview step.

## Choosing the member status

What you see on the **Map Status** step depends on whether your org has registration mappings configured.

**If you use Registration mappings** — you'll get a row per Mobly registration state (**Registered**, **Checked-in**, **Live Capture**), pre-filled from your org-wide defaults. Edit any row to override just this event. See [Registration mappings](/help-center/integrations/crm/salesforce/setup-guide.md#registration-mappings) for how the defaults are set.

**If you don't** — pick a single Salesforce Campaign Member Status that every lead captured at this event receives (e.g. **Sent**, **Responded**, **Attended**).

## Editing or disconnecting

Click the campaign pill in the Sync Event bar to reopen the wizard in edit mode. From there you can change the mapped status, or click **Delete** to disconnect.

Disconnecting stops new captures from being added. Existing Campaign Members stay in Salesforce — Mobly doesn't remove them.

## Syncing activations too

Activations have their own **Sync Activation** bar with the same flow, so a dinner or breakout can map to its own Salesforce Campaign separately from the parent event.

If you sync an activation whose parent event isn't synced yet, Mobly warns you — event-level attribution will be missing until the parent is connected.

## Common gotchas

* **Archived Salesforce Campaigns** won't accept new members. If you archive a Campaign in Salesforce, disconnect the Mobly mapping too, or leads will land in **Reconciliation → Failed**.
* **Required Campaign Member custom fields.** If your 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](/help-center/integrations/crm/field-mapping.md).
* **Campaign Hierarchy.** Mobly syncs to the specific Campaign you connect, not its parent or children. For multi-event series, connect each Mobly event to the appropriate child Campaign — or use the **Parent campaign** field when creating from Mobly.

## Troubleshooting

If captured leads aren't showing up as Salesforce Campaign Members, check **Integrations → Salesforce → Reconciliation** — see [Fixing Salesforce sync errors](/help-center/integrations/crm/salesforce/troubleshooting.md) for category-specific fixes.

## Related articles

* [Salesforce setup guide](/help-center/integrations/crm/salesforce/setup-guide.md)
* [CRM campaign sync](/help-center/integrations/crm/campaign-mapping.md) — the concept, and how it works across CRMs
* [Reconciliation](/help-center/integrations/crm/reconciliation.md)