​
What You’ll Need

Before setting up the Nooks integration, ensure you have:
  • Admin access to your CRM (HubSpot or Salesforce)
  • An active Nooks account

​
Integration Options

Choose your CRM to get started:

HubSpot Setup

Configure Nooks with HubSpot for call task synchronization

Salesforce Setup

Set up call reports and connect Nooks with Salesforce

​
Getting Started

  1. Choose your CRM: Follow the setup guide for either HubSpot or Salesforce
  2. Configure Integration: Setup call tasks to sync to CRM
  3. Launch Campaigns: Start running organized, efficient call campaigns
Ready to get started? Select your CRM platform above to begin the setup process.