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Mobilo Card Zapier integrationAutomate Mobilo Card with Zapier.
Mobilo Card on Zapier gives you 3 triggers, 0 actions and 0 searches. The Mobilo Card Zapier integration picks up the leads your digital business cards collect, for you, your group or the whole organization, and sends them to your other tools.
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What the Mobilo Card Zapier integration does
It connects Mobilo Card, a digital business card that shares your contact details with a tap and turns meetings into leads, to the rest of your tools. A Zap, the automation you build on Zapier, starts when a new lead appears in Mobilo Card and then acts in another app.
Your own card leads, in your CRM. New Lead (For Your Account) picks up the people who left their details on your card, and the Zap creates the matching contact in your CRM.
One sheet for a whole team. New Lead (For Your Group) gathers the leads of a group or department inside the organization, so a manager follows them in one spreadsheet.
A company-wide view. New Lead (For Your Organization) covers the leads created for any employee, which suits whoever runs the follow-up for everyone.
All three are polling triggers. Zapier checks Mobilo Card on a timer, every 15 minutes on the free plan, so a lead never reaches your other tools the instant it is captured.
What Zapier does not do here. Mobilo Card has no action and no search on Zapier: a Zap cannot write into it, change a lead or look one up. Only new leads start a Zap, and leads created before the Zap is on stay behind. To weigh other tools, see our n8n vs Zapier guide.
Zapier in one minute
Seven words you will meet in the editor, in plain terms.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event in an app that starts the Zap, here a new lead in Mobilo Card. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once started: the step that writes, sends or moves something for you, always in another app here.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan counts those and nothing else.
- Polling vs instant trigger
- A polling trigger, like the three of Mobilo Card, is checked on a timer for new items. An instant one is reported by its app as it happens.
- Filter
- A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes one, and it then needs a paid plan.
What a Mobilo Card Zap really costs
Zapier bills tasks, and a Mobilo Card lead costs nothing by itself. The trigger is free, and so is every check Zapier runs to look for new leads.
- Mobilo Card on the free planYes, not reserved for paid plans
- Free plan tasks100 per month
- Free plan Zap size2 steps: one trigger, one action
- Mobilo Card triggers3, all polling
Only the action in your other app counts: one task each time it succeeds, nothing when it fails. The free plan gives 100 tasks a month and unlimited Zaps, each capped at two steps, which is exactly a Mobilo Card trigger plus one action. A filter or a second action makes the Zap multi-step and needs a paid plan. A few apps and actions take more than one task. The interval grid below applies to all three Mobilo Card triggers, since they are polling triggers. To compare plans, see our Zapier review.
Connect Mobilo Card to Zapier
- 01
Open Apps and add a connection
In your Zapier account, open the Apps page and click + Add connection. A dialog opens with a search box where you find any app Zapier supports by its name.
- 02
Pick Mobilo Card and confirm
Type Mobilo Card, select it in the results, then click Add connection. A new tab opens, where you sign in to Mobilo Card with the account your card belongs to.
- 03
Grant access
Allow Zapier to access the account. You need an account on Mobilo Card, plus read or write access on anything you do not own yourself and want the Zap to touch, such as colleagues' leads.
Your first Zap: card leads into your CRM
GoalCreate a contact in your CRM for each new lead your Mobilo Card collects, keeping only the leads that meet a condition you set.
- 01
Create the Zap and pick the trigger
Create a Zap, choose Mobilo Card as the trigger app and New Lead (For Your Account) as the event, then pick the Mobilo Card connection you made earlier.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent leads of the connected account, so you map on a real one and see which details a lead carries.
- 03
Add the filter
Click the plus icon, add Filter and fill its three boxes: field, rule, value. Use a text rule for text, a number rule for numbers. A filter step needs a paid plan.
- 04
Add your CRM
Add your CRM and its contact-creation action, then map the lead's details from the trigger test into the matching fields of the new contact.
- 05
Test and publish
Test the CRM step and read what came back. Then click Publish: Zapier now checks Mobilo Card at the interval of your plan.
The 3 Mobilo Card triggers
3 events start a Zap when something happens in Mobilo Card. Zapier checks for them at the interval your plan allows.
New Lead (For Your Account)
Polling triggerIn Zapier“Triggers when a new lead has been created for your own account.”
Starts your Zap with each new lead created on your own Mobilo Card account, and no one else's.
New Lead (For Your Group)
Polling triggerIn Zapier“Triggers when a new lead has been created for your group (or department), within the organization.”
Watches the leads created for your group, or department, inside the organization, rather than a single card.
New Lead (For Your Organization)
Polling triggerIn Zapier“Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.”
Covers the widest scope: a new lead created for any employee in your organization starts the Zap.
When a Mobilo Card Zap breaks
Zapier attaches no help article to Mobilo Card, so the cases below are the general limits every Zap runs into.
For a symptom you do not find here, see our Zapier troubleshooting guide.
No backlog pickup
A Zap only reacts to leads created after you switch it on. Older leads in Mobilo Card are never sent; moving them is a separate job.Bulk batches held back
When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back.One lead, one run
On a polling trigger, Zapier keeps track of what it has already seen, so the same lead does not start the Zap twice.A filter that never passes
Filter rules are typed: a text rule only works on text and a number rule only on numbers. Picking the wrong one is why a filter never lets anything through.
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