Overview
Work ready Unify call tasks in Nooks through your connected CRM. Complete your CRM setup and enable task sync before starting.Run a call campaign
1
Create a sequence
Add phone-call steps
to a sequence. Its ready call tasks can sync to your CRM for Nooks to use.
2
Check CRM task sync
Enabled task sync rules write ready phone-call tasks to your CRM. Confirm the
task is present in the CRM before refreshing your call list in Nooks. Sync
timing depends on your CRM and its current sync workload.
3
Prepare your call session
Open the call tasks from your CRM in Nooks. Check that the calling list
contains the expected people and tasks before dialing.Follow Nooks’s current instructions for
Salesforce reports or
HubSpot calling to select the tasks and configure your session.
4
Complete calls
Log each call’s outcome in Nooks, then check the corresponding Unify task
after the CRM sync processes the activity. See
the integration overview
for the matching behavior supported by each CRM.