Connecting a Marketing Automation tool
Mobly uses a single setup flow for both supported Marketing Automation tools — Marketo and Pardot. This article covers the universal connect steps. For vendor-specific notes (Marketo workspaces, Pardot Business Units, etc.) see the per-vendor setup guide for the integration you're connecting.
Before you start
You'll need:
Admin access to your MA tool (or a user with the right permissions — see your vendor's setup guide for specifics)
Admin access in Mobly (to view and configure Integrations)
A few minutes — typical end-to-end setup is 15–20 minutes once permissions are in order
Mobly supports one active Marketing Automation integration per organization today. You can also connect one CRM alongside the MA tool. Multiple integrations within the same category isn't supported yet.
Connect the integration
In Mobly, go to Integrations in the left nav
Find your MA tool under the Marketing Automation category and click its card
You'll land on the integration's page with five tabs: Connect, Mapping, Qualifiers, Labels, Reconciliation
On the Connect tab, click Connect
A new window opens — sign in to your MA tool and approve the permissions Mobly requests
The window closes and you're back in Mobly. The integration card now shows Connected with a globe icon
That's the connection itself. Mobly can now reach your MA tool, but no data is flowing yet — you still need to configure mappings.
Pardot uses Salesforce SSO for authentication, since Pardot is a Salesforce-owned product. The "sign in" step will redirect you through Salesforce.
Configure data flow
After connecting, work through these tabs in order:
Field mapping — match Mobly fields to MA fields (Lead, Prospect, etc.). Use Set Defaults to auto-populate Mobly's recommended mappings as a starting point.
Qualifiers — map Mobly qualifier values to MA picklist or property options.
Labels — group leads inside Mobly by qualifier value, event, activation, or scan count. Mobly-side only.
Sync mode — choose Automatic (real-time) or Manual.
You can come back to any of these tabs later — none of them lock you in.
Verify the connection works
After you've set up at least one Mapping and chosen a Sync mode:
Capture a test lead at a test event in Mobly
Wait a minute or two for enrichment
Check Reconciliation → Cleared — your test lead should show up there
Open your MA tool and confirm the Lead/Prospect was created with the fields you mapped
If the test lead lands in Reconciliation → Failed instead, see Reconciliation for how to read the error and fix it.
Status indicators
On the Connections list (the main /integrations page):
Connected + globe icon
Mobly can reach your MA tool and sync is enabled
Greyed-out card
Never connected, or has been disconnected
Disabled badge
Connected but sync is paused — connection and mappings are kept, no data is flowing
Pause, disconnect, or reconnect
The Connect tab has two buttons next to the integration's status:
Disable — pauses syncing but keeps the connection and all mappings. Use this when you want to stop syncing temporarily (e.g., during an MA tool migration on your side) without losing your configuration.
Disconnect — fully removes the connection. Mappings and qualifier configurations are kept in case you reconnect with the same vendor later.
To re-authenticate after a connection breaks (auth expired, password changed, etc.), click Connect again on the same integration's Connect tab. There's no need to disconnect first for a re-auth.
Connecting a secondary MA integration
If your team uses more than one Marketing Automation tool (e.g., Marketo for one product line and Pardot for another) — or uses one MA tool alongside a CRM — you can connect a second integration as a Secondary. The primary is your main sync destination; the secondary is available for data lookups today, with more Secondary-specific behavior on the roadmap.
How to connect one
Go to Integrations and pick the MA tool you want to add as a second.
On the Connect tab, click Connect as Secondary (rather than Connect as Primary).
Sign in and authorize like any other connection.
The integration lands in a new sync mode — Secondary.
Permissions Secondary requests
A Secondary connection requests the same permission set as a Primary connection. There's no read-only or "lightweight" scope — the OAuth grant Mobly asks for is the same regardless of Primary vs Secondary intent. Point your MA admin at the per-vendor setup guide when they're building the permission set, and use a dedicated integration user (service account) if you can.
What Secondary sync mode does today
For MA tools connected as Secondary, the connection works and the mapping surfaces are available, but no Secondary-specific behavior is enabled yet. More Secondary capabilities (data lookups, cross-integration workflows) are on the roadmap.
The Accounts feature can map to a Secondary integration alongside the primary, so an Account can hold both a primary and a secondary record side-by-side.
Three sync modes now
With Secondary added, there are three sync modes total:
Automatic
Primary integration (default)
Real-time push to your MA tool as leads are captured and enriched
Manual
Primary integration
Leads queue in Reconciliation → Pre-Sync; admin flushes on demand
Secondary
Secondary integration
Limited today; Mobly does not push leads on this connection
See Sync modes for the full write-up.
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