1. Create or sign in to your Nevoro account
Start at nevoro.in, sign up or sign in, verify your email if prompted, and complete the short workspace setup before connecting HubSpot.
HubSpot setup
Connect Nevoro to HubSpot
Use this guide to connect your CRM, add the Nevoro Story Opportunity card, and understand exactly how HubSpot data is used in the customer-story workflow.
2. Connect HubSpot
In Nevoro, open HubSpot and choose Connect HubSpot. Select the HubSpot account you want to connect, review the requested permissions, and approve the OAuth connection. HubSpot describes Company write access broadly; Nevoro uses it only for Nevoro-owned story and workflow properties. If an unverified-app warning appears while Marketplace review is pending, verify the redirect domain is nevoro.in and continue only after reviewing the permissions.
3. Confirm the connection
On the HubSpot integration page, confirm the connection is active and that Nevoro can read the CRM data required for Story Opportunities. If authorization later expires, reconnect from this page.
4. Add the Nevoro Story Opportunity card
If the card is not already visible on Company records, open HubSpot Connected Apps → Nevoro → Settings → App cards → Nevoro Story Opportunity → Manage locations. Enable Right sidebar → Default view, then save. You can drag the card higher in the sidebar if needed.
5. Review Story Opportunities
Open Story Opportunities in Nevoro. Nevoro evaluates available Company context and explicitly associated Contacts. Missing CRM signals stay unknown rather than being inferred. A Contact must have an actual HubSpot Company association; Nevoro does not match people by email domain, name, or naming patterns.
6. Capture a customer story
Choose an eligible Company, select Capture customer story, confirm the associated Contact, and continue to interview setup. The customer's own interview—not CRM data—is the source of truth for quotes, results, metrics, and claims.
Permissions
What Nevoro accesses
- Companies — read: customer context, Story Opportunity signals, and provenance.
- Contacts — read: Contacts and actual HubSpot Company–Contact associations.
- Companies — write: only Nevoro-owned story and workflow metadata.
- Deals and Tickets: not accessed by the current integration.
Evidence boundary
CRM context is not testimonial proof
HubSpot helps Nevoro determine who may be worth interviewing and when. Customer quotes, outcomes, metrics, and case-study claims come from the customer interview and remain traceable to the original answer.
Troubleshooting
App Card is missing: use the Connected Apps path in step 4 and enable the card in the right sidebar default view.
No associated Contact appears: confirm the Contact is explicitly associated with the Company in HubSpot. Nevoro intentionally does not infer associations.
Authorization is no longer valid: reconnect HubSpot from Nevoro.
Connect appears unresponsive: wait a few seconds and try once more. A background-tab or reCAPTCHA check can delay the first attempt.
Write-back needs retry: use Nevoro's retry option when shown. Nevoro recomputes the current authoritative story state rather than replaying stale lifecycle events.
Need help?
Email support@nevoro.in or visit the Nevoro support page.