Before you begin
- ✓ A HubSpot account with Companies access
- ✓ A Nexus account with an active API key
- ✓ HubSpot admin access to install apps and edit record layouts
Installation
1
Step 1
Install DBI360 via OAuth
Click Install appon the marketplace listing. You'll be taken to HubSpot's OAuth authorization screen.
- aReview the requested permissions — DBI360 needs read/write access to Contacts and read access to Companies.
- bClick Connect app. You'll be redirected to a confirmation page that says "DBI360 connected successfully!"
- cClose that tab and return to HubSpot.
🔒DBI360 uses HubSpot OAuth exclusively. We never store your HubSpot password — only a secure access token that can be revoked from HubSpot's Connected Apps settings at any time.
2
Step 2
Add the cards to a Company record
DBI360's three panels appear as tabs on Company records. You need to add them to your record layout once.
- aOpen any Company record in HubSpot.
- bClick Actions in the top right → Edit tabs & cards.
- cIn the panel editor, click Add cards and search for
Nexus. - dAdd all three: Nexus Contacts Nexus Ingredients Nexus Products.
- eClick Save. The tabs will appear immediately on all Company records.
Configuration
3
Step 3
Enter your Nexus API key
Open any Company record and click the Nexus Contactstab. On first use, you'll see a setup screen.
- aPaste your Nexus API key into the field. Find it in Nexus under Account → API Keys.
- bClick Save & Continue. The key is stored securely — you won't be asked again.
⚠️The API key is stored per HubSpot portal. Each portal that installs DBI360 needs its own Nexus API key entered once.
To change the key later, scroll to the bottom of the Nexus Contacts tab and click Change API Key.
Using the app
4
Step 4
Search for Nexus contacts
On any Company record, open the Nexus Contacts tab. The company domain is pre-filled automatically.
- aRefine results using First Name or Last Name filters (optional).
- bAdjust Results per page (10 / 20 / 50 / 100) using the dropdown.
- cClick Search. Results show name, title, location, email status, and company details.
- dClick More details on any row to open a full company profile panel.
5
Step 5
Import contacts into HubSpot
Select the contacts you want to create in HubSpot, then import them in one click.
- aCheck the checkbox next to individual contacts, or click Select page to select all visible results.
- bClick Import N contacts to HubSpot.
- cA confirmation shows how many were imported, skipped (already exist), or had errors.
ℹ️Only contacts with an email address can be imported. Contacts already in HubSpot are skipped automatically — no duplicates are created.
6
Step 6
Browse ingredients & products
The Nexus Ingredients and Nexus Products tabs load automatically for each Company record — no search needed.
- aOpen the Nexus Ingredients or Nexus Products tab on a Company record.
- bThe catalog for that company's domain loads automatically.
- cUse pagination to browse through all records.
Troubleshooting
| Error | Cause & Fix |
|---|---|
| 401 Unauthorized | Your Nexus API key is invalid or expired. Click Change API Key at the bottom of the Nexus Contacts tab and re-enter a valid key. |
| Cards not visible | The cards haven't been added to the record layout yet. Follow Step 2 to add them via Actions → Edit tabs & cards. |
| OAuth error on install | Try reinstalling from the marketplace. If the issue persists, contact support — your portal may need to re-authorize. |
| No results found | The company domain on the HubSpot record may not match Nexus. Try searching with just a last name, or manually enter the domain in the search field. |
| Import errors | Contacts without an email address are skipped. Ensure the Nexus records you're importing have valid email addresses. |
Still need help?
Our support team typically responds within one business day.
