Getting Started with RevNudge

Step 1: Connect HubSpot

RevNudge connects to your HubSpot portal via OAuth — no API keys or manual configuration needed.

1. Go to revnudge.app and click Connect HubSpot
2. Log in to your HubSpot account when prompted
3. Review the permissions RevNudge requests (read-only access to deals, contacts, and companies) and click Connect app
4. You'll be redirected to your RevNudge dashboard

RevNudge only requests read-only access. We never create, update, or delete anything in your HubSpot portal.

Step 2: Configure Your Settings

Go to Settings to configure your brief preferences:

• Pipelines: Select which HubSpot pipelines RevNudge should monitor. By default, your first pipeline is selected.
• Delivery email: Enter the email address where your weekly brief should be sent.
• Timezone: Set your timezone so briefs arrive at the right local time.
• Stale deal threshold: Deals with no activity beyond this many days will be flagged (default: 14 days).

Step 3: Send a Test Brief

From your dashboard, click Send Test Brief to generate and receive a brief immediately — no need to wait until Monday. This is the best way to verify your setup and see what your weekly brief will look like.

What Happens Next

Every Monday at 8:00 AM in your timezone, RevNudge will automatically:

1. Fetch your latest pipeline data from HubSpot
2. Analyze deals and contacts with AI
3. Send your brief to your delivery email

Pro and Team plan users also receive a end-of-week check-in on Fridays.

HubSpot Permissions

RevNudge requests the following read-only scopes from HubSpot:

• Deals — to identify stalling opportunities
• Contacts — to detect dormant relationships
• Owners — to attribute deals correctly

You can revoke access at any time from your HubSpot account settings under Connected Apps.

Need Help?

Email us at support@revnudge.app and we'll get back to you promptly.