Sync modes
Each CRM integration has a Sync mode setting that controls when Mobly pushes leads to your CRM. You'll see it on the Connect tab once the integration is connected.
There are two modes — Automatic (the default) and Manual — plus a Disable state that pauses everything.
Automatic
What it does: New leads sync to your CRM as soon as they're enriched. Most leads land in your CRM within minutes of being captured.
When to use it: Default for almost everyone. You want leads in your CRM as fast as possible so reps can act.
Where Frozen leads go when you switch to Automatic: If the integration was previously in Manual mode and had Frozen leads waiting, switching to Automatic flushes them all to your CRM. They'll move from Reconciliation → Pre-Sync to Cleared (or to Failed if anything's wrong with the data).
Manual
What it does: New leads are captured and enriched in Mobly normally, but they don't sync to your CRM until you push them manually. They're held in Reconciliation → Pre-Sync with a status of Frozen.
When to use it:
Mid-event review. You want to QA leads in Mobly before they hit your CRM (clean up tags, re-enrich, fix typos) instead of pushing raw scans.
CRM maintenance. Your CRM is undergoing a migration, schema change, or maintenance window and you need to hold sync without losing leads.
End-of-event batch. You prefer pushing a complete event's leads as a single batch rather than a steady trickle.
How leads get out of Frozen: Two paths.
Sync the whole event manually — go to Integrations → [your CRM] → Reconciliation, choose Event view, and click the global retry button at the top to push every Pre-Sync lead for the selected event
Switch back to Automatic — flushes everything immediately and resumes real-time sync going forward
Disabled
The Disable button on the Connect tab pauses syncing entirely. The connection and all your mappings are preserved — the integration just stops moving data.
When to use it:
Long-term pause without losing your configuration (CRM is being decommissioned, you're switching CRMs, etc.)
Temporary stop when even Manual mode would let too much through
Difference from Disconnect: Disable keeps the connection and mappings intact, ready to resume. Disconnect removes the connection entirely (mappings are kept in case you reconnect, but you'll need to re-authenticate).
How to change the Sync mode
Go to Integrations → [your CRM] → Connect
Find the Sync mode section
Click Automatic or Manual
Switching to Manual prompts for confirmation — this is intentional, since it changes the default behavior of the integration
Salesforce-specific note
Salesforce integrations have an extra setting called the Salesforce Sync Mode that's separate from the Automatic/Manual toggle above. It controls which Salesforce objects Mobly creates or updates: Leads only, Leads and Contacts, or Accounts and Contacts. See the Salesforce setup guide for details — that setting is about object behavior, not timing.
Related articles
Reconciliation — where Frozen and Failed leads live
Fix sync errors — per-CRM troubleshooting if your synced leads end up in Failed instead of Cleared
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