Your CRM is the source of truth. Nudgy keeps it that way.
Nudgy reads audiences from HubSpot or Salesforce, runs voice conversations with a clear learning goal, and writes structured outcomes back to the records your team already works in.
3 active lists
Custom field map approved
#campaigns-alerts
2 journeys wired
Mid-call booking enabled
3 endpoints listening
Two CRMs, four orchestration tools, one webhook path.
HubSpot and Salesforce are the spine. Slack, Customer.io, Calendly, and Zapier handle what happens after the call. Webhooks cover everything else.
- 1CRM is read for audience, owner, lifecycle, and campaign source.
- 2Voice runs with the goals your team configures.
- 3Outcomes write back as fields, notes, tasks, and triggers.
- 4Every field, journey, and alert is approved by RevOps before launch.
One loop, four stops, no orphan records.
Nudgy is not another standalone tool that creates parallel records. Every audience starts in your CRM and every outcome lands back inside it.
CRM audience selected
Lists, segments, owners, stage, and source are read from HubSpot or Salesforce.
Voice campaign in flight
Nudgy calls with your approved opener, guardrails, and learning goal.
Structured signal extracted
Intent, blockers, urgency, and next step become clean fields per call.
CRM updated automatically
Fields, notes, tasks, alerts, and journey triggers land where your team works.
Native where it counts. Webhooks for the long tail.
We lead with the connectors revenue teams wire first, not a flat grid of logos.
CRM and revenue stack
Where audiences live and where every conversation outcome lands.
- HubSpotNative
Lists, workflows, custom properties, owner tasks, and lifecycle stage.
- SalesforceNative
Campaigns, contacts, leads, opportunities, owner assignments, and custom fields.
- PipedriveWebhook
Deals, activities, and pipeline stage updates from voice outcomes.
Orchestration and alerts
Where owners get notified, meetings get booked, and follow-up journeys fire.
- SlackNative
Owner alerts with intent score, blocker, and next step.
- Customer.ioNative
Lifecycle journeys based on real spoken signal.
- CalendlyWebhook
Mid-call meeting links and booking confirmation.
- ZapierNative
Long-tail tools with event triggers.
- WebhooksNative
Direct payloads to your backend or warehouse.
On the roadmap
Pilots in flight. Tell us where your stack needs Nudgy next.
- MarketoRoadmap
Engagement programs and lead lifecycle.
- OutreachRoadmap
Sequence enrollment and reply intelligence.
- SalesloftRoadmap
Cadence and account orchestration.
Connected to HubSpot, end to end.
Your HubSpot lists are the audience. Your HubSpot records are the destination.
- Active lists
- Lifecycle stage
- Owner assignment
- Source attribution
- Custom properties
- contact.intent_score
- contact.next_step_summary
- contact.objections
- task.owner
- note.transcript_summary
Most recent writeback
- · contact.intent_score
- · contact.next_step_summary
- · contact.objections
- · task.owner
Connected to Salesforce, end to end.
Reads campaign members, opportunities, accounts, and custom fields. Writes signal to the right object.
- Campaign members
- Account ownership
- Opportunity stage
- Account hierarchy
- Custom fields
- Lead.intent_band
- Opportunity.next_step
- Task assigned to owner
- Campaign member status
- Account.last_signal_at
Most recent writeback
- · Lead.intent_band
- · Opportunity.next_step
- · Task assigned to owner
- · Campaign member status
Owner alerts, meetings booked, journeys fired.
Voice signal is only useful if it reaches the right person fast. Nudgy ties every outcome to the next action your team already runs.
Slack owner alerts
High-intent contacts get pinged to the assigned owner with intent score, blockers, and recommended next step.
Calendly mid-call booking
When a lead confirms a demo, Nudgy drops the right link in real time and writes the booked meeting back to CRM.
Customer.io journey trigger
Trigger nurture, expansion, or risk journeys based on real conversation outcomes.
Webhooks to your backend
Direct event payloads to your own data warehouse, internal tooling, or custom workflow engine.
RevOps owns the field map. Always.
Nothing writes to your CRM without your team approving the field, the value range, and the trigger.
Field-level approval
Every field, workflow trigger, and Slack channel is approved before launch.
Sandbox first
New writebacks run against sandbox or scoped audiences until your team signs off.
Reversible by default
Every write is logged. Pause or replay field updates without engineering help.
Common integration questions
Quick answers RevOps and marketing leaders ask before booking a scoping call.
How long does HubSpot or Salesforce setup take?
What gets written to my CRM?
Do I need engineering?
Can Nudgy honor lifecycle stage rules?
What happens if a field write fails?
Wire one CRM. Run one play. See structured signal by week two.
We scope the CRM connection, the play, and the writeback with you on the first call.