Overview
Nooks users can take interact directly with SFDC Leads, Contacts and Opportunities by connecting their accounts to Salesforce.
Dial directly from Salesforce Reports
Connecting to Salesforce allows users to load Reports directly into the dialer.
This makes it super easy to run call blitzes, follow up with marketing leads and run prospecting workflows without needing to run prospects and tasks through your SEP (Outreach, Salesloft, etc)
Salesforce Fields on Prospect Cards
Managers can choose which fields from Salesforce display in the Dialer card views.
This is a great way to pull in useful info about prospects and accounts, such as Closed Lost Notes or recent campaign details.
It also simplifies keeping Salesforce up-to-date; just edit the field and it will be written back to Salesforce immediately
Requirements
Salesforce Versions
Access to the Salesforce API is required to use the Nooks integration.
Salesforce Editions with API Access
Enterprise Edition
Unlimited Edition
Developer Edition
Performance Edition
Salesforce Editions without API Access
Group Edition
Essentials Edition
Professional Edition (can be purchased as an add-on)
Who needs to connect to Salesforce?
Users must be individually connected in order to benefit from the Salesforce connection.
Field configuration is only available to users with the Manager role in Nooks.
Salesforce Permissions model
The Nooks Salesforce integration uses OAuth to connect. All permissions are inherited from Salesforce roles; the user will only be able to see or interact with any Contacts, Leads, Accounts, Reports, Fields or Views that they are able to see or interact with on Salesforce.com
Setup Guide
Connecting to Salesforce
Reps must individually connect to Salesforce in order to use the Nooks integration. To connect, simply go to the Gear menu in the top right corner and select "Connect Salesforce" under Integrations.
You'll be prompted to log into your Salesforce. Once you've done so, the integration will be connected!
When you are connected, you'll see a little Salesforce icon in the top bar at the righthand corner.
Multi-Integration
Multi-Integration teams are connected to both an SEP and their CRM. This allows teams to call out of both Sequences and Reports at the same time, while also leveraging useful information like Closed Lost Notes, Latest Campaign and other details from your CRM.
If you would like to connect both your SEP (Outreach, Salesloft, Apollo) and SFDC, reach out to your CSM or AE and they will enable multi-integration for your workspace.
Single-Integration
No action is needed for teams to connect directly to Salesforce without an SEP.