HubSpot CRM Engine

What it does

The HubSpot CRM Engine looks after a client's HubSpot portal: hygiene audits that find duplicates, stale contacts and unrouted leads, implementation roadmaps for a new CRM setup, a live deal-pipeline dashboard, and on-demand lists and exports of companies and contacts.

Set it up

"Show the HubSpot CRM engine setup." lists which steps are done for the client and the next one to do.

1. HubSpot — Connect HubSpot.
2. Pipeline mapping (optional) — Map the deal pipeline + the custom fields the dashboard shows.

Steps marked ✋ need a person:

• ✋ Someone who administers the client's HubSpot portal clicks the connect link Nexus posts, picks the portal, and approves access.
• ✋ Confirm the deal fields Nexus suggests for the pipeline dashboard (deal source, products, call notes).

Your Nexus team turns the engine on once the required steps are done.

Use it

• Start with a hygiene audit: "Run a CRM hygiene audit." The report lists what to clean up; Nexus doesn't change records in this audit.
• Rolling out a new CRM design? "Build a HubSpot implementation roadmap from this proposal: [link]."
• The pipeline: "Show the pipeline dashboard."

Each has its own guide: HubSpot audits, the pipeline dashboard, and the HubSpot connection guide (which also covers ad-hoc lists and exports).

Maintain

• Run a hygiene audit monthly or before a campaign that relies on clean contact data.
• Refresh the pipeline dashboard before a pipeline review; the dashboard shows the last snapshot until then.

Prompts

• "Show the HubSpot CRM engine setup."
• "Run a CRM hygiene audit."
• "Build a HubSpot implementation roadmap from this proposal: [link]."
• "Show the pipeline dashboard."

Machine twins: /help/hubspot-crm-engine.json · /help/hubspot-crm-engine.md · /help.json · /llms.txt

Reviewed 2026-10-15. In Slack, ask Nexus how do I … and it answers from this guide, with where your company stands.