For the complete documentation index, see llms.txt. This page is also available as Markdown.

Sync modes

Each Marketing Automation integration has a Sync mode setting that controls when Mobly pushes leads to your MA tool. 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 MA tool as soon as they're enriched. Most leads land in your MA tool within minutes of being captured.

When to use it: Default for almost everyone. You want leads in your MA tool as fast as possible so they enter nurturing flows quickly.

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 MA tool. 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 MA tool 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 MA tool (clean up tags, re-enrich, fix typos) instead of pushing raw scans.

  • MA tool maintenance. Your MA tool 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 into nurturing.

How leads get out of Frozen: Two paths.

  1. Sync the whole event manually — go to Integrations → [your MA tool] → Reconciliation, choose Event view, and click the global retry button at the top to push every Pre-Sync lead for the selected event

  2. 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 (MA tool is being decommissioned, you're switching tools, 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

  1. Go to Integrations → [your MA tool] → Connect

  2. Find the Sync mode section

  3. Click Automatic or Manual

  4. Switching to Manual prompts for confirmation — this is intentional, since it changes the default behavior of the integration

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