Marketing Automation

Mobly integrates with two Marketing Automation tools — Marketo and Pardot — for syncing captured leads into your lead nurturing and engagement workflows.

Get started

• Connecting a Marketing Automation tool — universal setup flow

• Comparing the Marketing Automation integrations — side-by-side capabilities

• Migrating from the legacy MA integration — for orgs still on the older integration

Concepts

• How data flows from Mobly to your MA tool

• Field mapping — per-object Mapping tab

• Write behavior — per-field control over whether Mobly overwrites the value in your MA tool

• Qualifiers — Qualifiers tab

• Mapping program fields — Campaigns tab (Marketo only)

• Sync modes — Automatic vs Manual

• Reconciliation — how to find and fix sync errors

Per-vendor docs

• Marketo

• Pardot

What MA integrations cover

• Lead/Prospect sync to your MA tool's lead database

• Field mapping to standard or custom MA fields

• Qualifier mapping to MA picklist options

• Per-event Program sync (Marketo only)

What they don't cover

• Activity logging — Mobly outreach actions (Pulse emails, calls, meetings) don't write per-activity records to Marketo or Pardot. Use CRM integrations for activity logging instead.

• Company/Account sync — MA tools work at the Lead/Prospect level; company info lives on the Lead record as fields.

For activity logging or Account-level sync, see the CRM Integrations section.