How data flows from Mobly to your MA tool
When a lead is captured in Mobly, here's what happens before it reaches your Marketing Automation tool — and how Mobly decides whether to create a new record or update an existing one.
The journey of a captured lead
Capture. Someone scans a badge in the Mobly app, manually adds a lead, uploads from camera roll, or your team bulk-uploads a CSV in the Hub.
Enrichment. Mobly's enrichment waterfall fills in missing fields (email, company, job title, LinkedIn, etc.) using 20+ data partners. This typically takes minutes.
Sync to your MA tool. Once enriched, Mobly runs the lead through your field, qualifier, and (Marketo only) Program mappings, then pushes it to your MA tool. The push uses Sync mode — Automatic by default, Manual if you've configured it that way.
Match or create. Mobly looks for an existing Lead or Prospect in your MA tool that matches this lead. If it finds one, Mobly updates it. If not, Mobly creates a new record. Per-vendor matching logic is below.
Reconciliation. If anything goes wrong (auth issue, validation failure, missing field, etc.), the lead lands in Reconciliation so you can see why and fix it.
Per-vendor matching logic
Marketo
Mobly searches for an existing Lead by Lead ID first, then upserts by Email. If the email already exists in Marketo's Lead Database, Marketo updates that lead; if not, it creates a new one.
Pardot
Pardot Prospects are unique by Email, so Mobly upserts on email. Existing prospects with a matching email get updated; new emails create new prospects.
What Mobly sends
Three categories of data flow per lead, configured under each integration's tabs:
Field values — name, email, phone, company, job title, custom fields, etc. Configured under the Mapping tab. See Field mapping.
Qualifier values — qualifiers you've defined in Mobly (badge color, lead type, follow-up status, etc.). Configured under the Qualifiers tab. See Qualifiers.
Program membership (Marketo only) — per-event Program assignment when you've set up the Campaigns tab. See Mapping campaign fields. Pardot doesn't have a campaign-object equivalent in this integration.
Activity logging
Neither Marketo nor Pardot receive per-activity records from Mobly today. Outreach actions reps take in Mobly (Pulse emails, calls, manual notes) stay in Mobly's activity history; the MA tool sees the resulting field updates (e.g., last-touch timestamp) but no discrete activity events.
If you need activity logging, look at the CRM Integrations section — HubSpot, Salesforce, and Zoho all support it in some form.
When something goes wrong
If Mobly can't push a lead to your MA tool — auth failure, format mismatch, missing required field, validation rule, anything — the lead lands in Reconciliation → Failed, grouped by the type of error. See Reconciliation for how to read the error and fix it, and the per-vendor troubleshooting article for the specific fix path.
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