Enterprise use case · HubSpot + Salesforce + Microsoft 365
Marketing to sales handoff
Leads wait in marketing tools, arrive duplicated and reach the wrong owner. Qualified leads reach the right salesperson fast, with duplicates caught.
Architecture
One governed run
How it starts: A webhook, HTTP poll or schedule starts the run.
Step by step
How the process runs
- 01
Lead
HubSpot contacts, deals and forms are read.
- 02
Dedupe
Rules + Code matches Salesforce records.
- 03
Create
Salesforce leads, contacts or opportunities update.
- 04
Notify
The owner is told in Teams or email.
Control
Human decision and exception path
Human decision
Sales operations reviews ambiguous matches.
Exception path
- Missing fields route to correction.
- Validation failures are captured.
- Rate limits are retried.
Evidence
What gets audited
- Lead data.
- Match decision.
- Salesforce record.
- Notification.
Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.
Sovereignty and deploymentRelated
Patterns, connectors and next steps
- HubSpot-Salesforce integration
Integration pattern · Marketing leads reach sales clean, deduplicated and correctly routed.
- HubSpot connector
69 pre-built actions
- Salesforce connector
73 pre-built actions
- Microsoft 365 connector
45 pre-built actions
- Enterprise automation
Governed processes across the systems you already run.
- Order to cash across CRM, ERP and billing
Another enterprise use case.
FAQ
Questions about this use case
- Does Nexus replace any of these systems?
- No. Each system keeps its own records. Nexus runs the process between them and records each decision.
- How does the run start?
- A webhook, HTTP poll or schedule starts the run.
- What if a step is not covered by a pre-built action?
- It runs through an API, protocol or database call, or as Rules + Code in Python, Bash, Go, Java, .NET, PHP, PowerShell or JavaScript/TypeScript, with the same approvals and audit.
Use case review
Discuss this use case
Bring your version of the process. We will map the systems, approvals and evidence it needs.