Nooks Integration

Last updated: January 29, 2026

Configure Nooks integration with HubSpot for seamless call task management

How It Works

Unify doesn't integrate directly with Nooks. Instead, HubSpot sits in the middle:

  1. Unify creates phone call tasks and syncs them to HubSpot

  2. Nooks pulls those tasks from HubSpot

  3. Reps make calls in Nooks and log outcomes

  4. Nooks marks the HubSpot task complete

  5. Unify reads the completed status from HubSpot and updates the task

  6. The sequence moves to the next step

Prerequisites

  • Admin access to HubSpot

  • Admin access to Unify

  • Active Nooks subscription with HubSpot integration enabled

  • HubSpot connected to Unify (Settings > Integrations > HubSpot)

Setup

1. Connect HubSpot to Unify

If not already done:

  1. Go to Settings > Integrations > HubSpot in Unify

  2. Click Connect and authorize

  3. Wait for initial sync to complete

2. Map Unify Users to HubSpot Owners

This is the most critical step. Every Unify user making calls through Nooks must be mapped to their HubSpot Owner.

To check mappings:

  1. Go to Settings > Organization > Users in Unify

  2. Look at each user row for the HubSpot icon

  3. Click the icon to see the current mapping

  4. If it shows "User not mapped," they need to be mapped

User mapping is managed by Unify support. If users aren't mapped, email support@unifygtm.com with the Unify user's email and the corresponding HubSpot user's email.

Why this matters: When Unify creates a task, it assigns it to the HubSpot Owner mapped to the Unify user. No mapping means no owner in HubSpot, which means Nooks won't know who should make the call.

3. Configure Nooks HubSpot Integration

In Nooks:

  1. Connect Nooks to the same HubSpot account Unify uses

  2. Configure Nooks to pull tasks assigned to your reps

  3. Set up call outcomes

See Nooks documentation for their specific steps.

4. Create Call Outcomes in HubSpot

Set up call outcomes in HubSpot. Nooks uses these when logging results. Unify only reads completion status (not specific outcomes), but consistent outcomes help with HubSpot and Nooks reporting.

5. Verify Task Syncing is Enabled

Task syncing is controlled by Unify. If phone call tasks aren't appearing in HubSpot, contact Unify support to verify task syncing is enabled for the account.

Data Flow Details

Unify → HubSpot (Task Creation)

When a sequence hits a phone call step:

  • Unify creates a phone call task

  • HubSpot service picks it up and writes to HubSpot

  • Task appears in HubSpot as a "Call" type with:

    • Subject: "Unify Phone Call - [Company Name] - [ID: ...]"

    • Status: Not Started

    • Owner: HubSpot user mapped to the Unify user

    • Associated Contact: The person to call

HubSpot → Nooks

  • Nooks pulls call tasks from HubSpot assigned to the rep

  • Task appears in the rep's Nooks call queue

Nooks → HubSpot (Call Completion)

When the rep completes a call:

  • Nooks marks the HubSpot task as "Completed"

  • Nooks may create a call activity record with the outcome

HubSpot → Unify (Status Sync Back)

  • Unify runs a scheduled sync every 5-15 minutes

  • When Unify sees a task it created is now "Completed," it updates the task in Unify

  • This triggers the sequence to progress

Sync Timing

  • Unify to HubSpot: Tasks appear within 10-15 minutes

  • HubSpot to Unify: Completed status syncs back in 10-15 minutes

  • Total round-trip: Expect 10-15 minutes from completing a call in Nooks to the sequence progressing in Unify

What Syncs vs. What Doesn't

Does sync:

  • Task creation (Unify → HubSpot)

  • Task completion status (HubSpot → Unify)

  • Task owner assignment

Does NOT sync:

  • Specific call outcomes (Connected, Voicemail, etc.) — Unify only reads completed vs. not completed

  • Call recordings

  • Call duration or metadata

  • Notes added in Nooks

For detailed call outcome reporting, use Nooks or HubSpot reports directly.

Troubleshooting

Tasks Not Appearing in Nooks

Check user mapping first. This is the most common cause.

  1. Go to Settings > Organization > Users in Unify

  2. Find the user, click the HubSpot icon

  3. If it says "User not mapped," contact support to configure mapping

Verify the task exists in HubSpot:

  1. Go to HubSpot, search for the contact

  2. Check their associated tasks

  3. Look for a task with subject starting with "Unify Phone Call"

  4. Check if the task has an owner

If task exists but no owner: user mapping is missing.

If task doesn't exist:

  • Verify HubSpot is connected in Unify

  • Contact support to check if task syncing is enabled

  • Check for sync errors in HubSpot integration logs

Call Completed in Nooks But Task Still Open in Unify

Wait for sync. It happens every 5-15 minutes.

Verify the HubSpot task is actually complete:

  1. Go to HubSpot

  2. Find the contact and their tasks

  3. Confirm task status shows "Completed"

If HubSpot shows completed but Unify still shows open after 15+ minutes, contact support with the task ID. They can check sync logs.

Common causes:

  • The HubSpot task wasn't the one Unify created (Nooks may have created a separate task)

  • The HubSpot task lost its association to the Unify task ID

  • A sync error occurred

Sequence Not Progressing After Call

If the task is complete in Unify but sequence isn't moving:

  1. Check for errors on the sequence execution in Unify

  2. Verify the person is still enrolled in the sequence

  3. Check if there's a delay step between the call and next step

If task shows complete in Nooks and HubSpot but "Ready" in Unify:

  • Wait for sync (5-15 minutes)

  • If still not updated, contact support

Salesforce vs. HubSpot

If both Salesforce and HubSpot are connected to Unify, only use one CRM for Nooks integration. Using both causes conflicts.

The Salesforce integration works slightly differently — it can detect tasks Nooks creates directly (with "[Nooks Call]" prefix) and match them to Unify tasks. The HubSpot integration only tracks tasks Unify created.

If tasks show completed in Salesforce but not updating in Unify:

  • Verify you're using the correct CRM integration for your Nooks setup

  • Check Salesforce user mapping (similar to HubSpot mapping)

  • Confirm task syncing is enabled for Salesforce

Reporting

Call outcomes and dialer metrics: Use Nooks reporting. This has connect rates, call duration, outcomes, etc.

Task completion tracking: Use HubSpot reports. You can report on tasks completed by rep, tasks by outcome, time to completion.

Sequence performance: Use Unify reporting. This shows how many people completed the call step, sequence progression rates, overall performance.

Combining data: You may need to export from multiple systems or use a BI tool that connects to all three.

Verifying the Integration Works

  1. Create a test sequence with a phone call step

  2. Enroll a test contact

  3. Verify the task appears in HubSpot with the correct owner

  4. Complete the call in Nooks

  5. Verify the HubSpot task status changes to "Completed"

  6. Wait 15 minutes and verify the Unify task shows "Completed"

  7. Verify the sequence progressed

If any step fails, use troubleshooting section above.

FAQ

Can I see Nooks call outcomes in Unify? No. Unify only syncs completion status. Specific outcomes stay in Nooks and HubSpot.

Why is there a delay between completing a call and the sequence progressing? Unify syncs with HubSpot every 10-15 minutes. It's not real-time. The delay is expected.

Do I need to configure anything special in HubSpot for task types? No. Unify automatically creates tasks with the correct "Call" type. No field mappings needed.

What permissions do users need in HubSpot?

  • View and own tasks

  • Access contacts associated with tasks

  • Have tasks assigned to them

If managers create sequences on behalf of reps, they need permission to create tasks assigned to other users.

Can I use Nooks with both Salesforce and HubSpot? Yes, but only configure one CRM with Nooks for task syncing. Using both causes duplicates and sync conflicts.

How do I know if task syncing is enabled? Contact Unify support. They can check the feature flag and enable it if needed.