Overview
Use HubSpot to pass ready call tasks from Unify to Nooks and bring task completion updates back to Unify. Connect both products to the same HubSpot account before starting a call campaign. You need an active Nooks account and a HubSpot administrator who can approve connections and configure task access.Set up call-task sync
1
Enable task sync in Unify
Set up the workspace HubSpot connection
and enable bidirectional syncs. In Sync rules,
enable syncing for task activity so ready phone-call tasks can be written to HubSpot.Review the task owner mapping so call tasks are assigned to the intended HubSpot user. The person associated with the task must also exist in HubSpot.
2
Connect Nooks to HubSpot
Follow Nooks’s HubSpot setup guide to authorize the connection and configure user access. Map Nooks users to their HubSpot profiles, then review call outcomes and activity automation with your administrator.
3
Check that a call task reaches the dialer
Use a phone-call step
in a Unify sequence. Once its task is ready, confirm that the task appears in
HubSpot with the correct person and owner, then check that the caller can
access it in Nooks.If the task is missing from HubSpot, review the failed write in Unify’s
Sync log. If it exists in HubSpot, check the caller’s access and the
report or task filters in Nooks.