{
  "@type": "help_guide",
  "id": "hubspot-crm-engine",
  "title": "HubSpot CRM Engine",
  "kind": "engine",
  "summary": "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.",
  "aliases": [
    "hubspot crm engine",
    "crm engine",
    "hubspot engine",
    "set up hubspot",
    "crm setup",
    "hubspot crm"
  ],
  "engine": "hubspot_crm",
  "agents": [],
  "related": [
    {
      "id": "hubspot-connection",
      "page": "https://nexus.effiqs.com/help/hubspot-connection"
    },
    {
      "id": "pipeline-dashboard",
      "page": "https://nexus.effiqs.com/help/pipeline-dashboard"
    },
    {
      "id": "hubspot-audits",
      "page": "https://nexus.effiqs.com/help/hubspot-audits"
    },
    {
      "id": "lead-intel-engine",
      "page": "https://nexus.effiqs.com/help/lead-intel-engine"
    }
  ],
  "reviewed": "2026-10-15",
  "sections": [
    {
      "heading": "What it does",
      "key": "what-it-does",
      "markdown": "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."
    },
    {
      "heading": "Set it up",
      "key": "set-it-up",
      "markdown": "**\"Show the HubSpot CRM engine setup.\"** lists which steps are done for the client and the next one to do.\n\n1. **HubSpot** — Connect HubSpot.\n2. **Pipeline mapping** _(optional)_ — Map the deal pipeline + the custom fields the dashboard shows.\n\nSteps marked ✋ need a person:\n\n- ✋ Someone who administers the client's HubSpot portal clicks the connect link Nexus posts, picks the portal, and approves access.\n- ✋ Confirm the deal fields Nexus suggests for the pipeline dashboard (deal source, products, call notes).\n\nYour Nexus team turns the engine on once the required steps are done."
    },
    {
      "heading": "Use it",
      "key": "use-it",
      "markdown": "- 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.\n- Rolling out a new CRM design? **\"Build a HubSpot implementation roadmap from this proposal: [link].\"**\n- The pipeline: **\"Show the pipeline dashboard.\"**\n\nEach has its own guide: HubSpot audits, the pipeline dashboard, and the HubSpot connection guide (which also covers ad-hoc lists and exports)."
    },
    {
      "heading": "Maintain",
      "key": "maintain",
      "markdown": "- Run a hygiene audit monthly or before a campaign that relies on clean contact data.\n- Refresh the pipeline dashboard before a pipeline review; the dashboard shows the last snapshot until then."
    },
    {
      "heading": "Prompts",
      "key": "prompts",
      "markdown": "- \"Show the HubSpot CRM engine setup.\"\n- \"Run a CRM hygiene audit.\"\n- \"Build a HubSpot implementation roadmap from this proposal: [link].\"\n- \"Show the pipeline dashboard.\""
    }
  ],
  "prompts": [
    {
      "text": "Show the HubSpot CRM engine setup.",
      "tool": "read_engine_setup"
    },
    {
      "text": "Run a CRM hygiene audit.",
      "tool": "enqueue_run"
    },
    {
      "text": "Build a HubSpot implementation roadmap from this proposal: [link].",
      "tool": "enqueue_run"
    },
    {
      "text": "Show the pipeline dashboard.",
      "tool": "read_pipeline_report"
    }
  ],
  "page": "https://nexus.effiqs.com/help/hubspot-crm-engine",
  "markdown": "https://nexus.effiqs.com/help/hubspot-crm-engine.md"
}