Sync event leads to your CRM in real time
Mobly allows teams to scan a badge at a booth and have it land in HubSpot, Salesforce, or your CRM within minutes, fully mapped to the objects, fields, and data your team cares most about.
THE HANDOFF
Why do event leads always arrive too late?
The traditional handoff of event leads from the show floor to an ops team is costly. Every step below adds hours or days before you can actually take action on your event leads.
Pull the badge or scanner file once the show ends.
Fix junk rows and hunt for contacts already in the CRM, by hand.
Match columns to CRM fields, upload, and validate.
Route leads to owners and territories.
Reps get leads with little context, days after the conversation.
ONE CONNECTED SYSTEM
How does Mobly sync event leads to your CRM in minutes?
Mobly standardizes the way event leads make it into your CRM, so the record lands the same way, every time.
Scan
Capture in whatever format the moment allows: QR, badge, business card, photo, or manual entry. Fully attached rep notes and structured qualifiers.
Enrich
At scan time Mobly enriches verified work and personal email, phone, title, company, and firmographics, with 97% validated email accuracy across 20+ sources.
- VerifiedWork emaildana@northwind.com
- VerifiedDirect phone+1 (415) 555-0148
- VerifiedCompanyNorthwind · 500+ employees
Score
Every lead gets an ICP score, and each new scan bumps the on-record scan count: real touch points (booth scan, session check-in, second visit) your lead-scoring workflows can read.
Sync
Mobly matches existing records before creating new ones, drops each value into its typed field, and honors write-only-if-blank for fields your team might maintain.
- No dupeLeadMatched, not duplicated
- SetLead SourceEvent · SaaStr 2026
- SyncedFieldsMapped to your Salesforce objects
Assign
The lead arrives as a structured record with source, score, notes, and owner attached, so your routing rules, sequence enrollment, and owner assignment can fire automatically.
- AutoOwnerAssigned by territory
- FiredRouting ruleEnterprise · West
- EnrolledSequenceEvent follow-up
WHAT LANDS IN THE RECORD
What data actually syncs to your CRM from an event
Mobly doesn't just sync a flat list of leads. You get rich context that can be put to endless use.
The walkthrough
See how Mobly uses Mobly! (Inside Salesforce)
A lead we captured at our booth at ExhibitorLIVE that became a customer. Fully walked through in our own Salesforce record by record.
What's inside
- A real scenario from our own booth
- What one event lead looks like inside Salesforce
- The Lead record, Campaign attribution, and Activity Timeline, screen by screen
- Real event results: $378K in pipeline on $3,200 of spend
- How the Mobly Salesforce integration works
Sync event leads across every show, every rep, every region
One workflow for any number of events. Map once, and never manually import another CSV again :)
FAQ
Frequently Asked Questions
How fast do event leads sync to our CRM after a scan?
Captured leads typically sync to Mobly's Hub within minutes of the scan, and from there they push to your CRM without a CSV in sight, allowing your reps to start follow-up while they're still on the show floor, not three days later when the moment has passed.
What data comes through to the CRM - is it just a name and email, or does the full context transfer?
The record that lands is a lot more than just a row with contact info. It's a fully enriched lead (work email, phone, title, company), with the rep's notes and conversation tags, event source, and any qualifier answers captured at the booth. That context allows you to operate powerful workflows within your CRM.
How does Mobly handle duplicates? We can't afford to create a mess of duplicate contacts in Salesforce or HubSpot.
Mobly matches against existing CRM records before creating new ones, so you're not flooding your database with duplicate contacts every time someone scans a badge. All leads have a reliable identifier to work with. You stay in control of what syncs, where it goes, and how it maps to your existing field structure.
Once leads are in the CRM, can they trigger our existing workflows and assignment rules automatically?
Yes, that's the point of getting leads there fast. When a Mobly-captured lead syncs into Salesforce, HubSpot, or any CRM, it arrives as a properly structured record with event source, score, and tags attached, so your existing routing rules, sequence enrollment, and owner assignment logic can fire without any manual intervention.
What happens if the sync breaks during a high-volume event - how do we know leads aren't silently lost?
If a lead can't sync, it doesn't disappear. It lands in Reconciliation, grouped by what went wrong, with a log showing the raw error your CRM returned and exactly what Mobly tried to send. So you always know which leads made it, which didn't, and why, and you can retry them one at a time or all at once after the fix.
