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Mobilo Back
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Native Integrations
1.
Overview
2.
Terminology
3.
Create Your First Integration
4.
Adding Custom Questions
5.
Lead Routing
6.
Adding Filters For Groups
7.
FAQ
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Back
Native Integrations
1.
Overview
2.
Terminology
3.
Create Your First Integration
4.
Adding Custom Questions
5.
Lead Routing
6.
Adding Filters For Groups
7.
FAQ
FAQ

7. FAQs

What CRMs and Apps are supported? 

At the moment, our native integrations support the following CRM and Apps: 

  • Salesforce 
  • HubSpot 
  • Airtable
  • Pipedrive
  • Zoho CRM 
  • Google Sheets
  • Slack 
  • MailChimp
  • Calendly

What data elements will be exchanged between Mobilo and my CRM/App? 

Mobilo utilizes a webhook to capture the standard information from the lead, including first name, last name, company name, location, mobile phone, title, and other ancillary data points. We then push this data to your CRM or app to create or update the corresponding account and contacts.

What data fields are collected by the lead generation tool and integration? 

There are four types of data fields collected and available for the mapping process :

Mobilo: These are mobile-specific, allowing us to identify you and your team within our system. 

Lead ID (Mobilo)
Organization ID (Mobilo)
Department ID (Mobilo)

Acquired By: These are the cardholder details. It can be used to identify the lead owner within your CRM correctly.

Email (Acquired  By)
Full name (Acquired  By)
Title (Acquired  By)

Personal Information: These are your prospect’s details, shared by completing the Lead Generation Form. 

First name (Personal  Information)
Last name (Personal  Information)
Title (Personal  Information)
Email (Personal  Information)
Mobile phone (Personal  Information)
Company name (Personal Information)
Country code (Personal Information)

Location:  (IP-related information.)This data is sourced from the phone network that submitted the lead generation form. 

Continent (Location)
Country (Location)
Country code (Location)
City (Location)
Zip code (Location)
Latitude (Location)
Longitude (Location)
Date Time (Interaction)

*Please remember that you have full control over the fields you want to map and transfer to your CRM/app and can edit them at any time. 

What data is being stored in Mobilo and used to exchange data with your CRM?  

Encrypted user API credentials, automation logs (inc. error details), automation settings, aggregated stats: the number of transactions (tasks), active users, raw request logs.

How is data being encrypted between Mobilo and my CRM/App?

We utilize high encryption standards, including 256-bit AES encryption for data at rest and TLS 1.2 and 1.3 with AES 256 for data in transit. Furthermore, we ensure that only the necessary operations are executed in the apps to make the automation work properly. All customer data is processed in accordance with strict security and privacy standards.

Please visit if you want to learn more about our data security and privacy policy. mobilocard.com/security.

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