How to engage leads from the app

The Lead Details page in the mobile app has a row of engagement buttons — one tap, the right phone app opens with the lead's info already filled in.

This article covers the manual, one-off engagement actions. For automated multi-step follow-up, see Pulse Sequences.

What you can do from the engagement row

• Book a meeting — opens your linked calendar (Calendly, Chili Piper, or your phone's native calendar). See How to book meetings.

• Email — opens your phone's email app with the lead's email pre-filled.

• Call — opens your phone's dialer with the lead's number.

• Text — opens SMS with the lead's number.

• Connect on socials — LinkedIn, X (formerly Twitter), and Facebook. Tap the three vertical dots to find them.

• Send Content — share files from your team's Content library straight to the lead. See How to share content from the app.

More Actions sheet — Call, Text, Facebook, X, Send Content

Activity logging

When you finish the action and come back to Mobly, you're prompted to log what happened. Write a quick note about the interaction so your team has context for follow-up.

Activity log on the lead — scans, campaign triggers, timestamps

These logged activities go to the lead's activity history in Mobly and sync to your CRM's activity log — for CRMs that support activity logging. That's HubSpot, Salesforce, and Zoho today. See the CRM comparison for the full matrix.

Manual engagement vs Pulse sequences

These engagement buttons are for right now — you're with the lead or just left them. For scheduled, multi-step follow-up that goes out hours or days later, use a Pulse sequence. The two work well together: send a Pulse sequence to handle the structured follow-up, and use the engagement buttons whenever you want to reach a specific lead directly.

Related articles

• How to book meetings

• How to share content from the app

• Pulse Sequences

• CRM comparison — activity logging