Salesforce Mobilo Integration

Introduction 

Capturing leads efficiently is critical for any marketing or sales initiative. Businesses invest heavily in campaigns, events, and face-to-face interactions, but unless this data is quickly transferred into Salesforce, opportunities may be lost. Mobilo, a smart business card solution, helps organizations automate this process. With its Salesforce integration, Mobilo ensures leads are created instantly, with accurate data mapping and without manual intervention. 

What is Mobilo? 

Mobilo is a digital solution for capturing prospect details during events, conferences, or direct meetings. When integrated with Salesforce, it

• Captures information such as name, phone, email, company. 

• Automatically creates Leads in Salesforce. 

• Enriches data with fields like Lead Source and Business Analyst assignment. 

• Eliminates manual updates by automating synchronization. 

This ensures sales teams have immediate access to high-quality leads. 

Architecture of Mobilo Integration 

When to Use Mobilo? 

• Events & Conferences – Automatically capture attendee details. 

• Sales Meetings – Instantly create Leads in Salesforce. 

• Campaigns – Ensure real-time sync of campaign leads without manual uploads. 

Setup Guide

Now, let’s dive into the step-by-step configuration guide to set up Mobilo → Salesforce automation successfully.  

1. Connect Mobilo with Salesforce 

   1. Log in to Mobilo. 

   2. Navigate to Integrations → Native Integrations → Salesforce. 

   3. Select your environment: 

      1. Sandbox → for testing. 

      2. Production → for live usage. 

   4. Click Continue to establish the connection. 

2. Configure Authentication 

   1. To authenticate Mobilo with Salesforce: 

      1. Auth Endpoint: https://<your-instance>.salesforce.com/services/oauth2/token 

      2. Parameters (all String type): 

         1. username → Salesforce Username 

         2. password → Salesforce Password + Security Token 

         3. client_id → Consumer Key (Connected App) 

         4. client_secret → Consumer Secret (Connected App) 

         5. grant_type → password 

   2. Headers: 

      1. Content-Type = application/x-www-form-urlencoded 

   3. Save and generate the access token. 

3. Create New Automation in Mobilo 

   1. Go to Automation → New Automation. 

   2. Choose Trigger: New Lead. 

   3. Confirm Mobilo is auto-selected. 

   4. Skip optional steps and proceed. 

4. Configure API Request for Lead Creation 

   1. Add an Action → API Request. 

   2. Choose your Salesforce connection. 

   3. Request Method: POST 

   4. Endpoint: https://<your-instance>.salesforce.com/services/data/vXX.X/sobjects/Lead/ 

   5. Field Mapping: 

      1. First Name → mobilo_new_lead.firstName 

      2. Last Name → mobilo_new_lead.lastName 

      3. Email → mobilo_new_lead.email 

      4. Phone → mobilo_new_lead.phone 

      5. Company → mobilo_new_lead.company 

      6. Country → Used for record type selection 

      7. Sales BA → Assigned if provided 

   6. Request Headers: 

      1. Content-Type = application/json 

      2. Authorization = Bearer <access_token> 

   7. Response Parameters: 

      1. id → Salesforce Lead ID 

      2. success → Success Flag 

      3. errors → Validation Errors 

5.  Save & Activate 

   1. Click Save. 

   2. Click Start at the bottom of the page to activate automation. 

6.  Test & Validate 

   1.  Submit a sample form in Mobilo. 

   2. Check Salesforce for the new Lead record. 

   3. Validate: 

      1. Country → correct Record Type assigned. 

      2. Lead Source = Mobilo. 

      3. BA assignment applied correctly. 

      4. Review logs in Mobilo Automation Log Screen for API request/response details. 

Conclusion 

With Mobilo integration, businesses can

• Simplify lead capture. 

• Ensure accurate data mapping. 

• Enable faster follow-up. 

• Automatically push Mobilo data into Salesforce. 

• Map fields accurately for Lead creation. 

• Monitor and validate automations with minimal manual effort. 

This step-by-step guide ensures that your marketing and sales teams can focus on conversations and follow-ups while automation handles the rest.