This feature automatically imports or updates Leads in MOBLE from another source such as Google Sheets, Airtable, or a CRM. It helps your team keep all lead data centralised, ensuring your sales chatbots and CRM boards are always current without manual input.

• Keep your lead database in sync with your marketing spreadsheet or Airtable base.
• Integrate with CRMs like HubSpot or Pipedrive using the same workflow template.
• Bulk import new campaign or event leads using the CSV upload option.

• Each row in your Sheet or Airtable represents one lead record.
• The n8n Workflow Template detects new or updated rows and sends them to MOBLE.
• MOBLE creates or updates the lead automatically using the /api/site/leads endpoint.
• You can download the n8n Template, CSV Upload, or API link from the Add Knowledge → Leads section in MOBLE.

1. Download the n8n Template

• Go to MOBLE → Add Knowledge → Leads and click n8n Template.
• Open it in your n8n workspace (free or cloud version).

2. Connect Your Sheet or Airtable

• Replace the example data source with your Sheet or Airtable Base.
• Ensure column names match MOBLE’s lead fields like first_name, last_name, email, mobile, and stage.
• Optional: Add a trigger in n8n to sync MOBLE automatically when new leads are added or changed.

3. Add MOBLE API Credentials

• In n8n → Credentials → add HTTP Header Auth.
• Name: Authorization
• Value: Bearer ak_XXXXXXXX (get your key from MOBLE → Settings → API).

4. Run and Verify

• Run the workflow once to test your first lead sync.
• Check MOBLE → Leads to confirm your record has appeared.
• Activate the workflow to keep leads in sync automatically.

5. Optional: CSV Upload

• Use the CSV Upload button in Add Knowledge → Leads for one-time bulk imports or corrections.
• Ideal for uploading new campaign lists, event registrations, or trade show leads.
• Note: CSV uploads are manual imports, not live syncs.

• first_name — Lead’s first name.
• last_name — Lead’s surname.
• email — Primary email (used for identifying duplicates).
• mobile — Mobile number for SMS or WhatsApp automations.
• company — Company or organisation name.
• stage — Sales stage (e.g. New, Contacted, Qualified).
• source — Lead source (e.g. Website, Ads, Referral).
• ai_tags — Tags used by MOBLE’s AI for lead classification.
• priority / importance — Optional ranking for pipeline scoring.

• The n8n Template comes prebuilt — just connect your Sheet or Airtable and add your API key.
• If you open the API docs, you’ll see /api/site/leads; this is the same endpoint your workflow uses automatically.
• Developers can extend the same template to connect with other CRMs or marketing tools.

• No lead created: Check that email and first_name are included in your Sheet.
• 401 error: Invalid or missing API key — re-add in n8n Credentials.
• Duplicate leads: MOBLE updates existing leads automatically if emails match.
• CSV didn’t sync: CSV uploads are manual, not continuous.

SECURITY: Always store your API key securely in n8n, rotate quarterly, and limit who can access your workspace.