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HubSpot Setup for Nooks Integration

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!