1. Overview

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What is it about? 

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This powerful solution seamlessly connects your business with leading CRM and marketing automation tools. Effortlessly send leads directly from Mobilo to your preferred platforms, streamlining your follow-up process. Whether managing events, engaging online audiences, or connecting with customers offline, Mobilo's integrations provide the perfect bridge between your activities and your CRM, ensuring every lead goes smoothly.

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How does it work? 

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Our integration setup is quick and easy, requiring two simple steps. Since we manage leads generated with your cards, the first step is setting up Mobilo as the ‘trigger,’ which kicks off the integration. Then, you'll define one or more subsequent ‘actions’, detailing what you want your CRM to do with the lead. Once the automation is activated, these actions will be executed automatically every time your team captures a lead.

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Requirements 

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This tool is included for all admins of our team plan. To purchase the licenses, Contact our sales representatives at +1 (718) 814-5767 or hit this link to send them a message: mobilocard.com/contact-us.

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Regarding the setup, a CRM admin must complete the necessary steps to grant the required access for the integration to function correctly.

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