Enterprise use case · HubSpot + Salesforce + Zendesk
Marketing to sales handoff with support context
Sales contacts accounts unaware of open support issues. Sales receives leads with open support issues visible, so outreach starts informed.
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 companies are read.
- 02
Support lookup
Zendesk tickets and organizations are checked for the same company.
- 03
Handoff
Salesforce leads, contacts or opportunities are created with support context noted.
- 04
Route
Rules + Code routes the record by territory and open-issue status.
Control
Human decision and exception path
Human decision
Sales operations reviews ambiguous matches and accounts with open high-severity tickets.
Exception path
- Missing company data routes to correction.
- Duplicates are merged after review.
- Rate limits are retried.
Evidence
What gets audited
- Lead data.
- Support lookup.
- Routing decision.
- Salesforce record.
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
- Zendesk connector
52 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.