Your CRM has activity. It does not have conversation context.
Scores, sequences, and tasks multiply. Reps still ask “why did this person raise their hand?” Nudgy runs a structured first call, then writes intent, blocker, and next step into the fields you already report on.
RevOps · signal → writeback
LiveMQL stalled 14 days
HubSpot lifecycle
Nudgy qualifies
Structured 4–6 questions
Fields populated
Intent · urgency · fit
Owner routed
SDR task with transcript link
Written for RevOps and Sales Ops by the Nudgy team. Field maps and routing rules are customer-owned; Nudgy is the voice and writeback layer.
Last updated 2026-05-18. Questions: hello@nudgy.dev. Governance: Security, Privacy.
Consent-first voice programs with CRM audit trails.
Routing rules that finally have signal
Stop debating lead quality in Slack. Give every rep the same structured context before the first human dial.
Native writeback
Custom properties, contact notes, and owner tasks updated on every call. Your field map is the source of truth, not a side spreadsheet.
Audit-ready
Transcripts and summaries attached to the record. Compliance and QA can trace what was said and when consent was captured.
Faster speed-to-lead
Inbound and stale cohorts get a voice touch in minutes, not when SDR bandwidth opens up on Friday afternoon.
You built the routing. The data still arrives empty
MQL definitions inflate while meeting rates flatline because nobody enriched the record before dial.
Inbound leads sit in queue while reps research LinkedIn instead of talking to the buyer.
Closed-lost opps re-enter lists with no structured “what changed” field for reactivation.
Nudgy is the enrichment layer between signal and SDR action.
Three steps to production
Define the signal
- •Stale MQL, inbound delay, or closed-lost with new activity
- •Enrollment from workflow, list, or API
- •Consent and regional guardrails documented
Map the writeback
- •HubSpot or Salesforce field map
- •Owner routing and SLA rules
- •Disqualification paths that keep the database clean
Measure handoff quality
- •Time-to-first-conversation vs time-to-first-meeting
- •Field fill rate on intent and blocker
- •Rep feedback loop on summary quality
Ops-grade controls
Field map you own
We write to your schema, not a parallel object model. RevOps approves every property before go-live.
Consent versioning
Consent text and program rules are logged per submission. Helpful when legal asks what the caller agreed to.
No shadow CRM
Reps work where they already work. Nudgy is a voice + writeback layer, not another login.
Human escalation path
High-intent outcomes can still route to live reps with full transcript context attached.
AutoDoc: voice follow-up with CRM recap
Walk through a production flow where conversation context lands in the systems your team already monitors.
View case studyHear the call your reps wish was already logged
Run Experience Nudgy with your routing motion in mind. Then book a call to review field maps and enrollment rules.
Common questions
HubSpot, Salesforce, or both?
HubSpot is production-ready today. Salesforce integrations are available for hybrid stacks. Field mapping is part of the scoping call.
Will this break our lead scoring?
Nudgy writes structured fields you can fold into scoring models. Many teams add intent and blocker properties rather than replacing MQL logic overnight.
How do reps know Nudgy already called?
Activity timeline entries, summary notes, and optional owner tasks. Reps see context before they pick up the phone.
Can we limit to business hours by region?
Yes. Quiet hours and geo rules are configured per program during implementation.
What does implementation look like for RevOps?
Typically one to two weeks: document enrollment triggers, approve field map, configure quiet hours, pilot on one queue, then expand. We do not replace your routing engine.
HubSpot vs Salesforce: where does Nudgy fit?
Nudgy writes to whichever system owns the record your reps work from. HubSpot is fastest for marketing-sourced MQLs. Salesforce fits opp-centric teams. Hybrid maps are scoped explicitly.
How is pricing structured?
Based on monthly call volume and number of concurrent programs. RevOps teams often start with one stale-MQL or inbound-gap motion before rolling to additional queues.