Use case
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Inbound SDR
HubSpot lead scoring that learns from your wins
Connect HubSpot and Nex adds lead scoring that learns from your closed-won deals instead of hand-set point values. Each score explains itself, and any change to a HubSpot record waits for your approval.
The problem
HubSpot lead scoring asks you to pick the criteria and assign the points yourself. That works until your market shifts. Then the score keeps rewarding the old pattern, someone in ops spends an afternoon re-weighting properties, and sales still asks why a lead scored 85. The data to do better is already in HubSpot: the deals you closed and the contacts who bought. It just is not feeding the score.
How the agent does it
Pick up the HubSpot lead. When a new inbound lead lands in your connected CRM, the agent ingests it with its contact and company context.
Resolve the person and company. It ties the contact to the right company and any existing relationship history in Nex.
Check it against your wins. It compares the lead with your closed-won deals and your ICP, rather than a fixed list of property points.
Explain the score. It writes the score, the reasons and the source records, so a rep can see what drove it.
Propose the update. It routes the lead by your thresholds and proposes record updates or outreach for approval before anything changes in HubSpot.
What you get
A score grounded in the deals you closed in HubSpot
Plain-language reasons and source records for each lead
Proposed HubSpot record updates, held for approval
A routing call for review or follow-up
Works with
HubSpot
Email and communication
Calendar
Questions
How does HubSpot lead scoring work today?
In HubSpot you build a score from criteria you choose, such as property values and engagement, and assign points to each one. The points are yours to maintain by hand. Nex adds a score that compares each lead with your actual closed-won deals and explains its reasoning.
Does it replace HubSpot's scoring property?
It does not have to. Nex produces its score and reasons alongside your CRM and proposes updates to your records, which you approve before they are written. You can keep your existing score while you compare the two.
Can I control which leads get routed?
Yes. Your team defines the routing thresholds, and consequential outreach or record changes stay with the human owner for approval.
How do I connect HubSpot?
Click Deploy, connect HubSpot and any communication or calendar tools you want the agent to read, and assign a reviewer. You start free with some free AI usage, then plans are $49/month, refundable within 7 days.
Hire this agent and see its first result today
Connect your tools, review what it prepares, and approve every change before it happens. Start free.