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Voice campaign intelligence for revenue teams

New case study: AutoDoc AI inbound callbacks with Nudgy

Voice CampaignIntelligence

Connect HubSpot or Salesforce, launch AI led voice conversations, and convert every call into structured CRM signal your team can execute.

See a campaign exampleTry Nudgy live
Audience selected
app.nudgy.dev/sessions/live/decay

Campaigns

From CRM audiences

Connected to HubSpot. Lists stay in sync.

Webinar · Q2 launch follow-up

412 people from your invite list

Active
Closed-lost · Enterprise Q1

Deals you want back in motion

Scheduled
ABM · Target accounts

Accounts your team flagged

Draft
Momentum22%

Example campaign preview

Jordan Lee

VP Operations · Northwind Analytics

Audience selected

How Nudgy reached them

Voice first when context matters, then text and email if it helps.

Call
Text
Email

Owner

Alex Rivera

Opportunity

Northwind renewal · S2

Last touch

Webinar · 3d ago

CRM writeback timeline

Call placed

From your webinar program

2

Live

Jordan picked up

3

Captured

Intent & timing noted

4

HubSpot

Record refreshed

Conversation

Nudgy

Hi Jordan, following up from yesterday's webinar. What brought you in, and are you comparing vendors this quarter?

Leave a note for your team...

This account

What changed

Why Nudgy reached out

Sales hadn't touched this in over a day, the webinar window was closing, and Jordan hadn't opened your last note in four days.

Signals

MomentumCooling
Since last reply18 hours

Saved on Jordan's record. Your team sees it the moment they open the account.

Try Nudgy

Hear what your follow-up would actually sound like

Pick a scenario, add a line of context if you want, and get a live call in ~2 minutes. Same voice + CRM-style recap you'd send to a real lead — without the full signup form.

Pick a scenario

Your mobile is how Nudgy reaches you — it’s required for the live call (~2 min).

By continuing, you agree we may call and text this number for your demo and recap. Reply STOP anytime. Msg/data rates may apply.

Add a valid mobile number to continue. Nudgy needs it to call you.

Need the full evaluation flow? Experience Nudgy · Prefer a human? Book 30 minutes

What Nudgy is, in plain English

Nudgy is for teams that already have audiences in HubSpot or Salesforce. Instead of sending another email sequence and hoping engagement turns into pipeline, Nudgy calls selected contacts, asks the right questions, captures what they actually say, and writes the outcome back as fields, notes, tasks, and owner-ready context.

What Nudgy does

Three jobs. One simple loop.

Nudgy reaches your leads by voice, learns what they actually care about, and writes the outcome back into the CRM your team already uses.

See the campaign plays

Calls the right people at the right time

From CRM lists, form fills, webinar attendees, program signups, renewals, or closed-lost. You pick the audience.

Has a real conversation, not a survey

Nudgy listens, asks follow-ups, and captures intent, blockers, urgency, fit, and the right next step.

Writes the outcome back to CRM

Every call becomes fields, notes, tasks, and owner alerts in HubSpot or Salesforce. Ready to act on today.

Campaign plays

Voice campaigns you can launch first

Pick a CRM list. Tell Nudgy what to learn. Let it call. The notes land back in HubSpot or Salesforce ready for your team.

Event and webinar follow-up

Live preview

Audience: Attendees, registrants, booth scans

Learns: Pain, timing, buying role, follow-up readiness

Writes back: Intent summary, owner task, nurture status

Closed-lost intelligence

Audience: Stalled or closed-lost opportunities

Learns: True blocker, competitor, reactivation potential

Writes back: Loss reason, follow-up date, owner alert

ABM intent discovery

Audience: Target account contacts

Learns: Initiative status, committee, urgency, objections

Writes back: Account summary, sales task, contact status

Customer voice research

Audience: Customers and product users

Learns: Feedback, adoption blocker, expansion signal

Writes back: CS task, feedback tag, health note

app.nudgy.dev/campaigns/event-webinar-follow-up

Audience to outcome

AUDIENCECALLINTENTWRITEBACK

Live campaign view

Audience

Selected

Calls

Queued

Contacts

Qualified

Nudgy helps teams see which audiences are producing meaningful conversations, so campaigns can be adjusted with better signal.

What we heard on the calls

Pricing confusionNeeds SOC2Team eval in Q3Asked for demo owner

Captured per call: intent, blockers, urgency, and the right next step.

What gets written to HubSpot

contact.intent_score = 82

contact.next_step = "Book technical walkthrough"

owner.task = "Follow up Wed 3pm with security docs"

Synced to HubSpot
Campaign problem

Your CRM knows who engaged.
It does not know why.

Marketing teams can track opens, clicks, registrations, and visits. Those signals are useful, but incomplete. They rarely explain why someone engaged, what changed, what is blocking action, or who should follow up next.

app.nudgy.dev/campaigns/decay-watch

How fast a lead goes cold

CONTEXT FIDELITY DROPS OVER TIME

Engagement without context

Opened

Tracked

Clicked

Tracked

Replied

Sparse

What usually happens next

T+2h

Inbound interest gets no contextual follow-up

T+3d

Context gets split across CRM, inbox, and Slack

T+7d

Audience is marked cold without learning

What Nudgy captures instead

intent = active_evaluation

blocker = "No SOC2 docs yet"

next_step = "Owner call Thu 11:00"

These fields sync straight into owner queues and your next campaign.

Nudgy turns silent audiences into signal
  • Detects stale campaign audiences and stalled follow-up windows
  • Launches AI led voice conversations with timing and retry rules
  • Captures intent, objections, timing, people, and next actions
  • Writes structured outcomes back to CRM records, fields, and owner tasks

Example: after a webinar, Nudgy calls attendees who did not book. It captures timing and objections, then creates follow-up tasks only for contacts with active intent.

How Nudgy works

One simple loop,
from CRM list to CRM update.

→01

Pick the campaign

Event follow-up, closed-lost, ABM, customer research, or renewal. Pick one.

Campaign setup
→02

Pull the audience from CRM

Nudgy reads who they are, what they did, and who owns them before any outreach.

Context loaded
→03

Run the conversation

Voice goes first. SMS and email back it up for reminders and fallback.

On the call
→04

Capture what was said

Intent, timing, blockers, buying role, sentiment, and next step. Captured as clean fields.

Notes captured
05

Write it back to CRM

Fields, notes, and owner tasks land in HubSpot or Salesforce. The team can act today.

Synced to CRM

What your team gets

Move from outreach activity to CRM-ready signal your team can act on.

READ

CRM + timeline context

history, ownership, lifecycle state

Example: attendee opened 3 emails, no meeting booked.

ACT

Live intervention decisioning

voice + sms + email orchestration

Nudgy asks qualification questions and captures blockers.

WRITE

Memory + next best step

fields, tasks, notes, workflows

CRM output: intent score, owner task, next-step summary.

loop health

This is what makes it operational: every conversation turns into structured CRM signal, not just another call log.

Lifecycle engine

State progression, optimized for mobile.

Same phase logic as desktop, presented as a linear sequence so each state is readable and touch-scroll friendly.

Step 1 of 6

New lead lands in CRM

Form fill, webinar signup, or list import. No context attached yet.

Lead added from webinar list

Lead health

28

Lead
Voice
SMS
CRM
Owner
Memory

Each step makes the next handoff easier. Same lead, more context.

Step 2 of 6

Lead is going quiet

Email opens drop. Replies stop. The window is closing.

No reply for 48h

Lead health

22

New
Quiet
Call
Qualify
Save
Booked

Step 3 of 6

Nudgy calls the lead

Voice first. SMS and email back it up if needed.

Nudgy started the outreach

Lead health

46

VOICESMSEMAILCRM

Voice goes first. SMS and email only fire if the lead needs them.

Step 4 of 6

Intent and blockers captured

Real conversation. Real signals: urgency, objections, fit.

Intent: active evaluation

Lead health

68

Lead
Voice
SMS
CRM
Owner
Memory

Each step makes the next handoff easier. Same lead, more context.

Step 5 of 6

Notes written back to CRM

Fields, summary, owner task. Ready for the human to pick up.

Saved: prefers 3pm callbacks

Lead health

76

>

Step 6 of 6

Demo booked, lead is back

The owner walks into the meeting with context, not a blank record.

Meeting booked with full context

Lead health

91

New
Quiet
Call
Qualify
Save
Booked
>
A lead, end to end
Step 1 of 60%

New lead lands in CRM

Form fill, webinar signup, or list import. No context attached yet.

Lead added from webinar list

Lead health

28

What just happened

New lead lands in CRM
Lead is going quiet
Nudgy calls the lead
Intent and blockers captured
Notes written back to CRM
Demo booked, lead is back
app.nudgy.dev/lifecycle/coldLead

Lead path

Lead
Voice
SMS
CRM
Owner
Memory

Each step makes the next handoff easier. Same lead, more context.

Voice + SMS path

VOICESMSEMAILCRM

Voice goes first. SMS and email only fire if the lead needs them.

Lead state

New
Quiet
Call
Qualify
Save
Booked

What Nudgy remembered

CRM writeback and control

Clean CRM writeback, with controls.

Nudgy writes outcomes to CRM fields, notes, tasks, owner alerts, and workflows. You control what gets written and when it needs review.

HubSpot·Lists, workflows, properties
Salesforce·Campaigns, tasks, owners
Pipedrive·Deals & activities
Customer.io·Journeys & segments
Slack·Owner alerts
Calendly·Meetings booked from voice
Zapier / webhook·Anything else

Who Nudgy calls

Pick the CRM lists, stages, and segments. Nothing else gets dialed.

When and how often

Set call windows, retry cadence, and stop rules per campaign.

What Nudgy talks about

Tell Nudgy what to learn, what to avoid, and when to hand off to a human.

What gets written back

Auto-sync, review, or approve every outcome before it lands in CRM.

See how CRM writeback works
Example campaign dashboard

Measure more than opens and clicks.

See which conversations are useful, who needs follow-up, and what changed in the CRM.

Example campaign data. Results vary by audience quality, campaign type, timing, and configuration.

What you actually see

High
Conversation quality
Usable detail captured
Flagged
Positive intent
Active evaluation
Routed
Owner follow-up
Ready for the team
Synced
CRM updates
Fields, notes, tasks
From live workflows

What changes after Nudgy is live

Short notes from real workflows connected to CRM follow-up and writeback.

Live workflow

Customer note

Hareem Kapadia · Founder

“Nudgy runs our outbound and callback voice on a schedule tied to CRM state, so when someone is warm again, they actually get reached. Summaries and next steps land back in the record so our team does not start cold.”

Live workflow

Customer note

Sineth Pathirana · CTO

“After inbound signups, Nudgy’s voice follow-up pulls structured notes our reps trust on objections, timeline, and stakeholders. It does all that without forcing another form. Less noise in Slack, more signal in Salesforce.”

From live workflows

What changes after Nudgy is live

Short notes from real workflows connected to CRM follow-up and writeback.

Live workflow

Customer note

Hareem Kapadia · Founder

“Nudgy runs our outbound and callback voice on a schedule tied to CRM state, so when someone is warm again, they actually get reached. Summaries and next steps land back in the record so our team does not start cold.”

Live workflow

Customer note

Sineth Pathirana · CTO

“After inbound signups, Nudgy’s voice follow-up pulls structured notes our reps trust on objections, timeline, and stakeholders. It does all that without forcing another form. Less noise in Slack, more signal in Salesforce.”

Relationship memory

Every campaign makes the next follow-up smarter.

Nudgy stores what each person said, what changed, what blocked them, who needs to be involved, and what should happen next. Future outreach starts with this memory instead of a blank CRM note.

Campaign memory per contact
Live
intent.stageActive evaluation
intent.urgencyThis quarter
signals.blockerSecurity review
committee.membersRevOps, IT, Legal
next.actionSend SOC2 + SE intro
priorityHigh

Written to CRM based on your configured rules

Built for these teams

Made for the teams that own pipeline.

From demand gen to customer success, every team gets clean conversation signal they can act on today.

Demand Generation

Qualify campaign-engaged audiences and route sales-ready contacts faster.

Product Marketing

Capture objections, buyer language, and recurring questions from real calls.

Lifecycle Marketing

Trigger the right journey based on conversation intent, not click data alone.

RevOps

Turn conversation outcomes into clean CRM fields, tasks, and workflow triggers.

Sales Development

Prioritize outreach using intent and urgency captured from voice conversations.

Customer Success

Track renewal blockers and next actions before accounts drift into silence.

Book a call
Final step

Turn your next campaign audience into real conversations.

Choose a CRM audience, define what you want to learn, and let Nudgy turn voice conversations into structured CRM memory your team can use.

Book a callStart in the app

We scope CRM writeback with your team on the first call.

Nudgy

Voice campaign intelligence for B2B revenue teams. CRM-connected voice programs, structured signal extraction, and writeback to HubSpot or Salesforce.

Contact
hello@nudgy.devSchedule a call

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Product

Campaign BuilderCRM & integrationsAnalyticsTemplatesStudio

Campaign plays

OverviewEvent & webinar follow-upClosed-lost intelligenceCustomer voice researchABM intent discoveryExpansion & renewalMessage testingPartner & channel

Company

Case studiesAutoDoc case studyFeaturedBlogManifestoPricingSite guide (llm.txt)

Industries

RestaurantsWellness

Programs

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