Nooks HubSpot Setup

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Overview

First configure Unify’s HubSpot integration and its task sync rules. The steps below connect Nooks to HubSpot. This guide walks you through how to set up the Nooks integration with HubSpot to synchronize call tasks.

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Prerequisites

Before you begin, make sure you have:

• Admin access to your HubSpot account
• An active Nooks subscription

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Setup steps

1. Admin: Map users to their Hubspot profiles. Make sure your team has the proper permissions in your Hubspot to be able to create sequences, tasks or lists for themselves (If managers/admins are creating sequences and lists, this can be disregarded)
2. Create or Edit your Call Outcomes
3. Set up automation rules and/or filters to ensure proper hygiene and activities against your contacts.

For detailed step-by-step instructions, see setup guide.

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Next steps

With your HubSpot integration configured and Nooks connected, you’re ready to launch your first call campaign!