> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/the-mobly-app/engaging-with-leads/how-to-engage-leads-from-the-app.md).

# 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](/help-center/pulse/pulse.md).

## 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](/help-center/the-mobly-app/engaging-with-leads/how-to-book-meetings.md).
* **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](/help-center/the-mobly-app/engaging-with-leads/how-to-share-content-from-the-app.md).

![More Actions sheet — Call, Text, Facebook, X, Send Content](/files/rDCVcarvohSLkg26x2j1)

## 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](/files/5ekoQaVylc4phfSceNu2)

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](/help-center/integrations/crm/comparison.md#activity-logging) 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](/help-center/pulse/setting-up-a-pulse-sequence.md). 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](/help-center/the-mobly-app/engaging-with-leads/how-to-book-meetings.md)
* [How to share content from the app](/help-center/the-mobly-app/engaging-with-leads/how-to-share-content-from-the-app.md)
* [Pulse Sequences](/help-center/pulse/pulse.md)
* [CRM comparison — activity logging](/help-center/integrations/crm/comparison.md#activity-logging)


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