OUTBOUND:
MOBLE
LEADS→ CRM

Sync MOBLE Leads and Enquiries to your CRM (Salesforce, HubSpot, Pipedrive, Zoho, GoHighLevel) via n8n—two webhooks, SPI as separate fields, and a single Google Sheets Sync Log.

MOBLE Webhooks (Leads + Enquiries)
→ n8n (validate, match contact, map SPI)
→ CRM Nodes (Account/Contact/Opportunity; Enquiries → Task)
→ Google Sheets (single Sync Log).

MOBLE-Leads-to-CRM

DOWNLOADS

n8n Workflow: MOBLE Leads → Salesforce

n8n Workflow: MOBLE Leads → Hubspot

n8n Workflow: MOBLE Leads → Pipedrive

n8n Workflow: MOBLE Leads → ActiveCampaign

n8n Workflow: MOBLE Leads → Zoho CRM

n8n Workflow: MOBLE Leads → GoHighLevel

Leads Sync Log: (Google Sheets)

MOBLE Pages API

WHAT THIS DOES

Sync MOBLE Leads → Salesforce using a two-webhook design that mirrors how MOBLE separates core Lead data from ongoing Enquiries. The Lead webhook creates/updates Account, Contact, and (when Status ≥ 3) an Opportunity.

The Enquiry webhook turns each touchpoint (SMS/WhatsApp/Chatbot/Form/Email/Call) into a Salesforce Task on the right Contact—aligned with the right-hand Enquiries Log in MOBLE. :contentReference[oaicite:0]{index=0}

SPI (Status 0–10, Priority 1–10, Importance 1–10) is sent as separate fields for clean reporting and filters. A single Google Sheets Sync Log records successes and errors for both webhooks.

Why two webhooks?

MOBLE separates a Lead into two living parts in the Lead UI:

  • Lead Info (left side): the core record—contact details, pricing/quotes, key dates, file URLs, notes, tags, and SPI (Status, Priority, Importance). When these change, you’re updating the Lead itself.
  • Enquiries Log (right side): the rolling conversation history. It automatically collects all touchpoints linked to the Lead Contact’s email/phone and company domain—chatbot transcripts, form submissions, emails, WhatsApp/SMS, and call notes. For example, if the Lead Contact is alex@acmecompany.com, the Enquiries Log will also group messages from any teammate using @acmecompany.com, keeping the whole account narrative in one thread.

To mirror this model in your CRM, the workflow uses two webhooks:

  • Webhook 1 — Lead Sync: fires on new/updated Lead data (contact, pricing, dates, files, notes, SPI). It creates/updates CRM records such as Account/Company, Contact, and (from a chosen Status threshold) Opportunity/Deal.
  • Webhook 2 — Enquiry Sync: fires on every touchpoint (chatbot, form, email, WhatsApp/SMS, call). Each event is written to the CRM as an Activity/Task on the correct Contact, preserving the same “Enquiries Log” view your team sees in MOBLE.


    DOWNLOAD

    Download the n8n Workflow Template above. Or alternatively, in MOBLE → AI Agents → AI Integrations, click the Help icon next to Salesforce to download:

    • n8n Workflow: MOBLE Leads → Salesforce
    • Sync Log Google Sheet template

    Also available on this page (same setup pattern):

    • n8n Workflow: MOBLE Leads → HubSpot
    • n8n Workflow: MOBLE Leads → Pipedrive
    • n8n Workflow: MOBLE Leads → ActiveCampaign
    • n8n Workflow: MOBLE Leads → Zoho CRM
    • n8n Workflow: MOBLE Leads → GoHighLevel

    Tip: All CRM variant templates retain the two-webhook architecture (Lead + Enquiry) and single Sync Log pattern.

    WEBHOOKS

    Activate the workflow to reveal two webhook URLs:
    1) Lead Sync — creates/updates Account, Contact, and Opportunity (when Status ≥ 3)
    2) Enquiry Sync — creates a Task on the Contact for each touchpoint (SMS/WhatsApp/Email/Form)

    Paste the URLs in Settings → Integrations:
    Leads Webhook: Lead Sync URL
    Enquiries Webhook: Enquiry Sync URL
    (You’ll also see the same fields under Add Knowledge → AI Integrations.)


    SETUP

    1) Import the n8n Workflow

    • In n8n: Create Workflow → Import from File and load MOBLE Enquiries + Leads → Salesforce (.json).
    • Leave Inactive until you finish credentials + webhooks.

    2) Credentials (attach once, reuse everywhere)

    • Salesforce OAuth2 — apply to all Salesforce nodes: Account, Contact, Opportunity, Search/Upsert, Create Contact, Task.
    • Google Sheets OAuth2 — attach to the Log nodes (Lead/Enquiry Success + Error).
    • MOBLE API (Header Auth) — Name: Authorization, Value: Bearer ak_XXXXXXXXXXXXXXXX (use on any MOBLE HTTP nodes, if present).

    3) Salesforce custom fields for SPI (recommended)

    • Contact: MOBLE_Status__c (number), MOBLE_Priority__c (number), MOBLE_Importance__c (number), MOBLE_ID__c (text)
    • Opportunity: MOBLE_Status__c (number), MOBLE_Priority__c (number), MOBLE_Importance__c (number), MOBLE_ID__c (text)
    • Map the three SPI numbers directly—do not combine into one string.

    4) Stage mapping (Status → Salesforce StageName)

    • Default mapping inside the workflow:
      S0–S2 → Prospecting
      S3–S4 → Qualification
      S5–S6 → Needs Analysis
      S7 → Proposal/Price Quote
      S8–S9 → Negotiation/Review
      S10 → Closed Won
    • Update the mapping in the Extract Lead Data Code node if your pipeline uses different stage names.

    5) Sync Log (single sheet for both webhooks)

    • Attach Google Sheets OAuth2 to each Log node and select the same spreadsheet with a sheet named Sync Log.
    • Typical headers (auto-appended): timestamp, workflow, webhook, source_id, sync_type, status, spi_score, moble_status, moble_priority, moble_importance, account_id, contact_id, opportunity_id, task_id, activity_type, email, error_message, notes.


    HOW ENQUIRIES FLOW (IMPORTANT)

    MOBLE logs all touchpoints as Enquiries. In each Lead (also Tickets/Tasks), the right-side Enquiries Log shows every Enquiry from the same email and the same company domain (e.g., @acme.com). The Enquiry webhook mirrors this: each message becomes a Salesforce Task on the matching Contact, so CRM activity stays aligned with conversation history in MOBLE.


    APP SWAP (No-Code Prompt)

    Each workflow includes an APP SWAP sticky note with a ready-made prompt you can paste into n8n AI to replace Salesforce nodes with another CRM (Zoho, Pipedrive, GoHighLevel, ActiveCampaign, HubSpot). It preserves the two-webhook architecture, SPI as separate fields, and the single Sync Log—updates code nodes too.


    TROUBLESHOOTING
    • 401/403: Re-check Salesforce OAuth on all nodes; confirm n8n webhook URLs are public and workflow is Active.
    • No Opportunity created: Status < 3. Raise Status or adjust stage mapping.
    • No Task on Enquiry: Verify Enquiry webhook URL in MOBLE. Ensure email/phone/domain can locate the Contact; the workflow creates a Contact when none found.
    • No Sync Log rows: Attach Google Sheets OAuth and select the correct spreadsheet and Sync Log sheet.

    SECURITY: Restrict n8n access; rotate API keys; remove credentials when staff leave.

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