HubSpot mode

If your team already lives in HubSpot, you do not migrate. Nudge connects with a private app token and sits on top: HubSpot stays the record, Nudge does the outreach.

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What Nudge pulls

Intake is derived from your automations. Nudge pulls exactly the contacts your active automations care about, matched by their conditions and owner audiences, and keeps them fresh on a schedule you set. Turn on an automation and its audience starts flowing in; there is no separate import step to keep in sync. The token, the auto-pull switch and the pull frequency are in Settings → Connections. The fields Nudge reads are the ones in your fields registry, so a HubSpot property becomes filterable, displayable and usable as a message variable the moment you register it.

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What Nudge writes back

Every outcome goes home to HubSpot:

• possibility/state changes, from manual edits, sends and call outcomes
• sent messages and call results

Writes go through a durable queue with retries and backoff. A HubSpot outage delays the sync; it does not lose it. If a write permanently fails, admins get a bell notification — and an email too, if they have turned that on for Sync failed in their notification settings. A write to a contact you merged in HubSpot goes to the contact HubSpot kept. A write to a contact you deleted in HubSpot stops on the first try and says so in that notification, instead of retrying for hours. Nudge only queues new writes when HubSpot is connected. If the connection loses its credentials, already queued changes wait for reconnection without using up their retry attempts. A workspace with no HubSpot connection does not generate sync-failure alerts. The notification says whether importing contacts or writing a change failed, and clears from Unread when that operation recovers.

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Conflicts

Edits made in Nudge win for a short grace window, so a rep’s manual state change is not stomped by the next sync pulling slightly stale data. After that, HubSpot is the truth.

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Merged contacts

When you merge two contacts in HubSpot, Nudge follows. The next time it reads the contact (when someone opens it, on a pull, or in the check before a send), the Nudge contact becomes the one HubSpot kept, with HubSpot’s status and owner. If Nudge held both contacts, they become one. Messages, calls, notes, tasks and files move to the contact HubSpot kept, and a note on its timeline says what happened. If both were about to get the same automation step, it goes out once. Links to the old contact open the one HubSpot kept.

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Working in both

Contact pages in Nudge show recent HubSpot notes and link straight to the HubSpot record. You can write a note here or edit one in place and it lands on the HubSpot record under your own name. A Refresh button pulls a single contact on demand when you need the freshest state right now.