Standalone vs HubSpot - Nudge

Every workspace runs in one of two modes, chosen at setup. Both give you the full outreach machine: contacts, triggers, templates, WhatsApp, calls, email, inbox, bulk actions. The difference is where contacts come from and who owns the record.

Standalone

Nudge is the CRM. Contacts live here, you create them by hand, through web forms, through the API, or automatically when someone messages you. Notes, tasks, documents and deals are all native. Pick this if you have no CRM, or you have one nobody actually opens.

HubSpot mode

HubSpot stays the system of record. Nudge pulls the contacts your triggers care about, works them, and writes results back: state changes, property updates, and a Note for every message sent. See HubSpot sync for how the two-way sync behaves. Pick this if your team already lives in HubSpot and you want outreach on top rather than a migration.

What differs

	Standalone	HubSpot mode
Contacts come from	Forms, API, manual, inbound messages	The HubSpot sync
Creating a contact in Nudge	Yes	No, create it in HubSpot
Web forms	Yes	Not available
Notes, tasks, documents	Native, fully editable	Recent HubSpot notes, read-only
Deals	Native board	HubSpot owns your deals
Bulk property actions	Yes	Not available
Creating contacts via API	Yes	No, but reads, updates and sends work

Everything not in that table behaves identically. Triggers, templates, the inbox, calling and pacing do not care which mode you are in.

Changing mode after setup is not a toggle, it is a migration. Decide during onboarding and we will set the workspace up accordingly.