# Mobly Docs ## Home - [Welcome](https://help.getmobly.com/welcome.md): Guides, live training, and direct access to your Customer Success team. ## Documentation - [Mobly Documentation](https://help.getmobly.com/documentation/readme.md) - [REST API v0](https://help.getmobly.com/documentation/rest-api/rest-api-v0.md) ## API Reference - [Mobly APIs](https://help.getmobly.com/api-reference/readme.md): Endpoint reference for the Mobly REST API. JSON-based, authenticated via API key. - [Mobly REST API](https://help.getmobly.com/api-reference/readme/mobly-rest-api.md) - [Models](https://help.getmobly.com/api-reference/readme/models.md) ## Changelog ## Help Center - [Welcome to Mobly Help](https://help.getmobly.com/help-center/readme.md): Mobly's customer-facing help center. - [Overview](https://help.getmobly.com/help-center/getting-started/getting-started.md) - [Welcome to Mobly!](https://help.getmobly.com/help-center/getting-started/welcome-to-mobly.md) - [Mobly Products: a quick map](https://help.getmobly.com/help-center/getting-started/mobly-products-primer.md) - [How to sign in to your account](https://help.getmobly.com/help-center/getting-started/how-to-sign-in.md) - [Overview](https://help.getmobly.com/help-center/the-mobly-app/the-mobly-app.md) - [Capture & enrichment](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment.md) - [How to capture a lead](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/how-to-capture-a-lead.md) - [Reading the account summary](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/reading-the-account-summary.md) - [How does Mobly's OCR work?](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/how-does-ocr-work.md) - [Enrichment and lead statuses](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/enrichment-and-lead-statuses.md) - [How long does enrichment take?](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/how-long-does-enrichment-take.md) - [Do offline scans survive an app update?](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/do-offline-scans-survive-an-update.md) - [Flagging incorrect lead data](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/flagging-incorrect-lead-data.md) - [Working with a lead](https://help.getmobly.com/help-center/the-mobly-app/working-with-a-lead.md) - [Recording a conversation](https://help.getmobly.com/help-center/the-mobly-app/working-with-a-lead/recording-a-conversation.md) - [Notes vs Description vs Recordings](https://help.getmobly.com/help-center/the-mobly-app/working-with-a-lead/notes-vs-description-fields.md) - [How to add a qualifier to a lead](https://help.getmobly.com/help-center/the-mobly-app/working-with-a-lead/how-to-add-a-qualifier-to-a-lead.md) - [How to favorite a lead](https://help.getmobly.com/help-center/the-mobly-app/working-with-a-lead/how-to-favorite-a-lead.md) - [Team & personal tools](https://help.getmobly.com/help-center/the-mobly-app/team-and-personal-tools.md) - [The event leaderboard](https://help.getmobly.com/help-center/the-mobly-app/team-and-personal-tools/the-event-leaderboard.md) - [Managing tasks](https://help.getmobly.com/help-center/the-mobly-app/team-and-personal-tools/managing-tasks.md) - [Sharing your business card (My Card)](https://help.getmobly.com/help-center/the-mobly-app/team-and-personal-tools/sharing-your-business-card.md) - [Engaging with leads](https://help.getmobly.com/help-center/the-mobly-app/engaging-with-leads.md) - [How to engage leads from the app](https://help.getmobly.com/help-center/the-mobly-app/engaging-with-leads/how-to-engage-leads-from-the-app.md) - [How to book meetings](https://help.getmobly.com/help-center/the-mobly-app/engaging-with-leads/how-to-book-meetings.md) - [How to share content from the app](https://help.getmobly.com/help-center/the-mobly-app/engaging-with-leads/how-to-share-content-from-the-app.md) - [Overview](https://help.getmobly.com/help-center/the-hub/the-hub.md) - [Intro to the Mobly Hub](https://help.getmobly.com/help-center/the-hub/intro-to-the-hub.md) - [Working with leads](https://help.getmobly.com/help-center/the-hub/working-with-leads.md) - [How to update leads in the Hub](https://help.getmobly.com/help-center/the-hub/working-with-leads/how-to-update-leads-in-the-hub.md) - [How to use qualifiers to manage leads](https://help.getmobly.com/help-center/the-hub/working-with-leads/how-to-use-qualifiers-to-manage-leads.md) - [Configuring qualifiers in Lead Settings](https://help.getmobly.com/help-center/the-hub/working-with-leads/configuring-qualifiers.md) - [Configuring lead scoring](https://help.getmobly.com/help-center/the-hub/working-with-leads/configuring-lead-scoring.md) - [How to view activity history of a lead](https://help.getmobly.com/help-center/the-hub/working-with-leads/how-to-view-lead-activity-history.md) - [How to find leads that need more info](https://help.getmobly.com/help-center/the-hub/working-with-leads/how-to-find-leads-needing-info.md) - [Tracking missing leads — where the gaps come from](https://help.getmobly.com/help-center/the-hub/working-with-leads/tracking-missing-leads.md) - [How to move leads to the right event](https://help.getmobly.com/help-center/the-hub/working-with-leads/how-to-move-leads-to-the-right-event.md) - [How to upload a CSV for enrichment](https://help.getmobly.com/help-center/the-hub/working-with-leads/how-to-upload-csv-for-enrichment.md) - [How to export leads](https://help.getmobly.com/help-center/the-hub/working-with-leads/how-to-export-leads.md) - [My Leads — the sales-rep view of the Hub](https://help.getmobly.com/help-center/the-hub/working-with-leads/my-leads-sales-rep-view.md) - [Managing events](https://help.getmobly.com/help-center/the-hub/managing-events.md) - [How to add an event](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-add-an-event.md) - [How to bulk upload events](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-bulk-upload-events.md) - [How to prep for your upcoming event](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-prep-for-an-event.md) - [How to use event specific calendars](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-use-event-specific-calendars.md) - [How to utilize event pinning](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-utilize-event-pinning.md) - [How to pin an event from the Hub](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-pin-an-event-from-the-hub.md) - [How to configure qualifiers by event](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-configure-qualifiers-by-event.md) - [How to assign users to an event](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-assign-users-to-an-event.md) - [How to remove a user from an event](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-remove-a-user-from-an-event.md) - [Managing event content](https://help.getmobly.com/help-center/the-hub/managing-events/managing-event-content.md) - [How to see my event's ROI](https://help.getmobly.com/help-center/the-hub/managing-events/how-to-see-event-roi.md) - [Activations](https://help.getmobly.com/help-center/the-hub/activations.md) - [Managing activations within an event](https://help.getmobly.com/help-center/the-hub/activations/managing-activations.md) - [How to run a giveaway](https://help.getmobly.com/help-center/the-hub/activations/how-to-run-a-giveaway.md) - [Dashboards and reports](https://help.getmobly.com/help-center/the-hub/dashboards-and-reports.md) - [Understanding the Dashboard](https://help.getmobly.com/help-center/the-hub/dashboards-and-reports/understanding-the-dashboard.md) - [How to export my dashboard view](https://help.getmobly.com/help-center/the-hub/dashboards-and-reports/how-to-export-dashboard-view.md) - [How to generate custom reports](https://help.getmobly.com/help-center/the-hub/dashboards-and-reports/how-to-generate-custom-reports.md) - [Overview](https://help.getmobly.com/help-center/scout/scout.md) - [How to find new events to go to](https://help.getmobly.com/help-center/scout/how-to-find-new-events.md) - [Overview](https://help.getmobly.com/help-center/pulse/pulse.md) - [Understanding Sequences](https://help.getmobly.com/help-center/pulse/understanding-sequences.md) - [Setting Up a Pulse Sequence](https://help.getmobly.com/help-center/pulse/setting-up-a-pulse-sequence.md) - [Pausing, editing, or canceling a sequence](https://help.getmobly.com/help-center/pulse/how-to-pause-or-cancel-a-sequence.md) - [Building lead routing flows](https://help.getmobly.com/help-center/pulse/building-routing-flows.md) - [Overview](https://help.getmobly.com/help-center/host/host.md) - [Getting started with Host](https://help.getmobly.com/help-center/host/getting-started-with-host.md) - [Connecting to Host](https://help.getmobly.com/help-center/host/connecting-to-host.md) - [Using the AI prompt builder](https://help.getmobly.com/help-center/host/using-the-ai-prompt-builder.md) - [Preparing the event page](https://help.getmobly.com/help-center/host/preparing-the-event-page.md) - [Renaming form field labels](https://help.getmobly.com/help-center/host/renaming-form-field-labels.md) - [Creating email templates](https://help.getmobly.com/help-center/host/creating-email-templates.md) - [Sending emails](https://help.getmobly.com/help-center/host/sending-emails.md) - [Selling tickets](https://help.getmobly.com/help-center/host/selling-tickets.md) - [How registrants flow from Host into Mobly](https://help.getmobly.com/help-center/host/how-registrants-flow-into-mobly.md) - [How to upload an attendee list](https://help.getmobly.com/help-center/host/how-to-upload-an-attendee-list.md) - [How to check in leads](https://help.getmobly.com/help-center/host/how-to-check-in-leads.md) - [Security and payments in Host](https://help.getmobly.com/help-center/host/security-and-payments.md) - [Overview](https://help.getmobly.com/help-center/campaigns/campaigns.md) - [How to use Mobly campaigns](https://help.getmobly.com/help-center/campaigns/how-to-use-mobly-campaigns.md) - [Overview](https://help.getmobly.com/help-center/notifications/notifications.md) - [Creating notification rules](https://help.getmobly.com/help-center/notifications/creating-notification-rules.md) - [How to set up Mobly Slack Notifications](https://help.getmobly.com/help-center/notifications/mobly-slack-notifications.md) - [Overview](https://help.getmobly.com/help-center/integrations/integrations.md) - [Mobly fields reference](https://help.getmobly.com/help-center/integrations/mobly-fields-reference.md): Every Mobly field that can be captured, enriched, or mapped to your CRM or MA integration — what it means and what to know when mapping it. - [CRM Integrations](https://help.getmobly.com/help-center/integrations/crm.md) - [Connecting a CRM](https://help.getmobly.com/help-center/integrations/crm/connecting.md) - [Comparing the CRM integrations](https://help.getmobly.com/help-center/integrations/crm/comparison.md) - [Finding Mobly activities in your CRM](https://help.getmobly.com/help-center/integrations/crm/finding-activities-in-your-crm.md) - [Migrating from the legacy CRM integration](https://help.getmobly.com/help-center/integrations/crm/migrating-from-legacy.md) - [How data flows from Mobly to your CRM](https://help.getmobly.com/help-center/integrations/crm/how-data-flows.md) - [Field mapping](https://help.getmobly.com/help-center/integrations/crm/field-mapping.md) - [Write behavior](https://help.getmobly.com/help-center/integrations/crm/write-behavior.md) - [Qualifiers](https://help.getmobly.com/help-center/integrations/crm/qualifiers.md) - [Mapping campaign fields](https://help.getmobly.com/help-center/integrations/crm/campaign-mapping.md) - [Sync modes](https://help.getmobly.com/help-center/integrations/crm/sync-modes.md) - [Reconciliation](https://help.getmobly.com/help-center/integrations/crm/reconciliation.md) - [HubSpot](https://help.getmobly.com/help-center/integrations/crm/hubspot.md) - [HubSpot setup guide](https://help.getmobly.com/help-center/integrations/crm/hubspot/setup-guide.md) - [Connecting HubSpot Marketing Events to Mobly Events](https://help.getmobly.com/help-center/integrations/crm/hubspot/connecting-marketing-events.md) - [Fixing HubSpot sync errors](https://help.getmobly.com/help-center/integrations/crm/hubspot/troubleshooting.md) - [Salesforce](https://help.getmobly.com/help-center/integrations/crm/salesforce.md) - [Salesforce setup guide](https://help.getmobly.com/help-center/integrations/crm/salesforce/setup-guide.md) - [Connecting Salesforce Campaigns to Mobly Events](https://help.getmobly.com/help-center/integrations/crm/salesforce/connecting-campaigns.md) - [Fixing Salesforce sync errors](https://help.getmobly.com/help-center/integrations/crm/salesforce/troubleshooting.md) - [Pipedrive](https://help.getmobly.com/help-center/integrations/crm/pipedrive.md) - [Pipedrive setup guide](https://help.getmobly.com/help-center/integrations/crm/pipedrive/setup-guide.md) - [Fixing Pipedrive sync errors](https://help.getmobly.com/help-center/integrations/crm/pipedrive/troubleshooting.md) - [Zoho](https://help.getmobly.com/help-center/integrations/crm/zoho.md) - [Zoho setup guide](https://help.getmobly.com/help-center/integrations/crm/zoho/setup-guide.md) - [Fixing Zoho sync errors](https://help.getmobly.com/help-center/integrations/crm/zoho/troubleshooting.md) - [Legacy Integrations](https://help.getmobly.com/help-center/integrations/crm/legacy.md) - [Salesforce + Mobly Integration Guide (Legacy Integration)](https://help.getmobly.com/help-center/integrations/crm/legacy/salesforce-legacy.md) - [Using a private app to set up a HubSpot + Mobly integration (Legacy Integration)](https://help.getmobly.com/help-center/integrations/crm/legacy/hubspot-private-app-legacy.md) - [Marketing Automation](https://help.getmobly.com/help-center/integrations/marketing-automation.md) - [Connecting a Marketing Automation tool](https://help.getmobly.com/help-center/integrations/marketing-automation/connecting.md) - [Comparing the Marketing Automation integrations](https://help.getmobly.com/help-center/integrations/marketing-automation/comparison.md) - [Migrating from the legacy MA integration](https://help.getmobly.com/help-center/integrations/marketing-automation/migrating-from-legacy.md) - [How data flows from Mobly to your MA tool](https://help.getmobly.com/help-center/integrations/marketing-automation/how-data-flows.md) - [Field mapping](https://help.getmobly.com/help-center/integrations/marketing-automation/field-mapping.md) - [Write behavior](https://help.getmobly.com/help-center/integrations/marketing-automation/write-behavior.md) - [Qualifiers](https://help.getmobly.com/help-center/integrations/marketing-automation/qualifiers.md) - [Mapping program fields](https://help.getmobly.com/help-center/integrations/marketing-automation/campaign-mapping.md) - [Sync modes](https://help.getmobly.com/help-center/integrations/marketing-automation/sync-modes.md) - [Reconciliation](https://help.getmobly.com/help-center/integrations/marketing-automation/reconciliation.md) - [Marketo](https://help.getmobly.com/help-center/integrations/marketing-automation/marketo.md) - [Marketo setup guide](https://help.getmobly.com/help-center/integrations/marketing-automation/marketo/setup-guide.md) - [Connecting Marketo Programs to Mobly Events](https://help.getmobly.com/help-center/integrations/marketing-automation/marketo/connecting-programs.md) - [Fixing Marketo sync errors](https://help.getmobly.com/help-center/integrations/marketing-automation/marketo/troubleshooting.md) - [Pardot](https://help.getmobly.com/help-center/integrations/marketing-automation/pardot.md) - [Pardot setup guide](https://help.getmobly.com/help-center/integrations/marketing-automation/pardot/setup-guide.md) - [Fixing Pardot sync errors](https://help.getmobly.com/help-center/integrations/marketing-automation/pardot/troubleshooting.md) - [Communication](https://help.getmobly.com/help-center/integrations/communication.md) - [Slack](https://help.getmobly.com/help-center/integrations/communication/slack.md) - [Slack setup guide](https://help.getmobly.com/help-center/integrations/communication/slack/setup-guide.md) - [Overview](https://help.getmobly.com/help-center/account-and-team/account-and-team.md) - [Organization Profile](https://help.getmobly.com/help-center/account-and-team/organization-profile.md) - [How to add users](https://help.getmobly.com/help-center/account-and-team/how-to-add-users.md) - [How to bulk upload users](https://help.getmobly.com/help-center/account-and-team/how-to-bulk-upload-users.md) - [User roles in Mobly](https://help.getmobly.com/help-center/account-and-team/user-roles.md) - [What happens when a user is disabled](https://help.getmobly.com/help-center/account-and-team/what-happens-when-a-user-is-disabled.md) - [How to change profile information](https://help.getmobly.com/help-center/account-and-team/how-to-change-profile-information.md) - [Having login issues?](https://help.getmobly.com/help-center/account-and-team/having-login-issues.md)