Nooks has a direct integration with Salesforce that allows teams to benefit from functionality not possible with existing SEP integrations.
See Closed Lost notes and other Salesforce account/opportunity fields directly in the dialer
Call contact and lead lists directly from Salesforce Reports
Get alerts when customers change jobs to boost your pipeline with hot leads
How to get access
If you have already connected with another integration (ie Outreach, Salesloft, Apollo), then you will need to reach out to your CSM or AE to get access.
Setup Instructions
Connect Salesforce
Set Salesforce User Mapping
1. Connect Salesforce
After your team has been granted access, go to the top right settings icon (⚙️). Under Integrations, you will now see an option to Connect Salesforce. Each user in your workspace will have to connect to their own Salesforce account.
You may have to refresh Nooks in order for the Integrations menu to update. Once it is successfully connected, you'll see Salesforce Connected when you hover Integrations.
2. Set Salesforce User Mapping
Click to open the Settings Menu and go to Members. We will try to automatically map your user after you have connected to your Salesforce account. If you don't see a user mapped under the Mapping (Salesforce) column, you'll need to map your user to its corresponding Salesforce to see Reports from the sequence selector and Salesforce fields.
Dial From Reports
Once Salesforce is connected and you've been mapped to a user, any Reports that the user has access to will be visible from the sequence selector within the Dialer.
These sequences will then be loaded into the Dialer and callable as usual. Nooks will only retrieve phone numbers from the native SFDC phone fields (Phone, Mobile) and not custom fields at this time.
Salesforce Fields from within the Dialer
In order to show Account and Opportunity fields within the dialer, the following setup process must be followed.
1. SFDC Accounts should be synced to your SEP if possible.
If you do not have SFDC accounts synced to your SEP, talk to your RevOps or SEP admin.
Without this, we use exact name matching to link SFDC Accounts to SEP Accounts (which may not match exactly depending on your team's SEP / SFDC setup).
2. Fields must be enabled under Nooks Settings -> Salesforce
Specify which fields you want to be visible within the Dialer.
If you've completed both steps correctly, you should now see SFDC Account and Opportunity fields within the Dialer when you click into a Prospect.
Appendix: How it works / Scopes
Nooks connects to Salesforce using OAuth. Each connection is unique to a user, and inherits their edit/visibility permissions. This means that the Nooks integration will never give a user unauthorized access to any reports, objects or other SFDC entities.
We use the following scopes.
Access Analytics REST API resources (wave_api)
This allows Nooks to access and update Reports, Contacts, Leads, Accounts and other SFDC Objects.Access unique user identifiers (openid)
This allows Nooks to see the SFDC identifiers for Contacts, Leads and Accounts. We use this scope to enable directly linking to Salesforce from within the dialerManage user data via APIs (api)
This scope allows Nooks to log call Tasks when dialing from reports, so that activity is properly tracked and available within Salesforce. Some existing reports may not be configured to reflect Nooks activity; In this case, use the reporting from within Nooks via the Reporting tab.Perform requests at any time (refresh_token, offline access)
This scope is required so that users don't have to log in to Salesforce every time they open Nooks.