Push lead research to HubSpot

What it does

After the account research and contact discovery are reviewed, Nexus can write them into the client's HubSpot: competitors, positioning summary, messaging gap and why-now angle on each company, and the contacts with their persona and personalization angle, linked to their company. Every write is tagged with a session id, so a whole push can be undone.

Use it

Each push has two steps:

1. Preview. "Push the enrichment to HubSpot." shows how many companies would be created and updated, and the session tag. Nothing is written yet.
2. ✋ Confirm. Reply "yes" to write. Nexus creates the custom fields it needs (once), then updates each company by its domain. Empty research fields never overwrite data already in HubSpot.

Contacts work the same way: "Push the contacts to HubSpot." previews, then "yes" writes. Contacts in restricted regions, or flagged for review, are written without an email address: name, title, persona and company only.

Roll back

✋ "Roll back HubSpot session [token]." (the session tag from the push) previews how many companies and contacts carry that tag; reply "yes" to clear the fields Nexus wrote. The companies and contacts themselves, and everything else on them, stay as they were. A rollback always needs the session tag and a confirmation.

Troubleshooting

• The push fails with a permission or scope error. The client's HubSpot was connected before write access was added. "Reconnect HubSpot." posts a new link; someone with portal admin rights approves it, then push again.
• Nexus says there are no enrichments or no contacts to push. The account research or contact discovery hasn't run yet for this client.

Prompts

• "Push the enrichment to HubSpot."
• "yes"
• "Push the contacts to HubSpot."
• "Roll back HubSpot session [token]."
• "Reconnect HubSpot."

Machine twins: /help/lead-intel-hubspot-push.json · /help/lead-intel-hubspot-push.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.