Prerequisites
Before starting your call campaign, ensure you have:- Completed your CRM setup (HubSpot or Salesforce)
Setting Up Your Call Campaign
1. Create Your Sequence
Create a Unify Sequence that includes manual phone call steps. This will generate the call tasks that sync to your CRM and feed into Nooks. Learn more in our Sequences guide.2. Monitor the Sync
Sequence enrollments will appear in your CRM within 30 minutes of being created in Unify. These tasks will automatically be available in Nooks when you reset your call list.3. Set Up Your Call Session
In Nooks, follow these steps to prepare your calling session:- Login to Nooks
- Select your call sequence
4. Start Calling
Begin your call campaign! As you complete calls, results will automatically sync back to both your CRM and Unify, keeping all your systems up to date.Need additional help? Contact our support team or visit the Nooks documentation for more detailed troubleshooting guides.
That’s it! By following these steps, your team will run faster, more productive call campaigns with seamless integration between your CRM, Unify, and Nooks.