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 enabled triggers care about, matched by their conditions and owner audiences, and keeps them fresh on a schedule you set. Enable a trigger and its audience starts flowing in; there is no separate import step to keep in sync. 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, if enabled, an email alert.

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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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Working in both

Contact pages in Nudge show recent HubSpot notes read-only and link straight to the HubSpot record. A Refresh button pulls a single contact on demand when you need the freshest state right now.