Nooks
AI Dialer / Live Coaching
Salesforce
CRM · Opportunities · Flows
Salesforce + Nooks Integration
Connect Nooks to Salesforce — 2 trigger events, 6 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.
Automation Builder — Real Triggers & Actions
Click any event to select
Nooks Triggers
E01
call_ended
Call completed with metadata
webhook
E06
ai_summary_generated
AI call summary available post-call
webhook
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
action
A04
Create Lead
Creates new lead
action
A06
Create Contact
Creates new contact
action
A08
Create Opportunity
Creates new opportunity
action
A09
Create Task
Creates new task for follow-up
action
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
action
Field Mapping
Dialer
→
CRM
contact_phone
→
Contact.Phone / Lead.Phone
contact_name
→
Contact.Name / Lead.Name
contact_email
→
Contact.Email / Lead.Email
call_direction
→
Activity.Type (Inbound/Outbound)
call_duration
→
Activity.Duration
disposition
→
Contact.Lead_Status / Deal.Stage
notes
→
Activity.Notes / Call.Description
recording_url
→
Activity.Recording / Custom Field
agent_name
→
Activity.Owner / Task.Assigned_To
timestamp
→
Activity.Date / Call.Date
voicemail_url
→
Activity.Voicemail / Custom Field
campaign_name
→
Lead.Source / Contact.Campaign
ai_summary
→
Activity.Notes / Custom Field
Nooks Triggers
E01
webhookcall_ended
Call completed with metadata
E06
webhookai_summary_generated
AI call summary available post-call
Salesforce Triggers
T01
pollingNew Lead
New lead created
T02
pollingNew Contact
New contact created
T03
pollingNew Record
Record of specified object created
T04
pollingUpdated Record
Record of specified object updated
T05
instantNew Outbound Message
Outbound message via Flow/Workflow
Nooks Actions
A01
Native Salesforce sync
Bidirectional sync with Salesforce
A02
Native HubSpot sync
Bidirectional sync with HubSpot
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
A04
Create Lead
Creates new lead
A06
Create Contact
Creates new contact
A08
Create Opportunity
Creates new opportunity
A09
Create Task
Creates new task for follow-up
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
Nooks API
POST
/webhook/call_ended
Receive call data on end
GET
/api/ai_summary/{call_id}
Get AI-generated summary
Salesforce API
POST
/services/data/v59.0/sobjects/Lead
Create lead
POST
/services/data/v59.0/sobjects/Contact
Create contact
POST
/services/data/v59.0/sobjects/Opportunity
Create opportunity
PATCH
/services/data/v59.0/sobjects/Lead/{id}
Update lead status
POST
/services/data/v59.0/sobjects/Task
Create follow-up task
When an agent sets a call disposition in Nooks, the automation maps it to the correct Salesforce action:
| Disposition | CRM Stage / Action | Stage |
|---|---|---|
| Interested | Move deal stage → Qualified | SQL / Qualified |
| Booked / Meeting Set | Create calendar event + stage update | Meeting Scheduled |
| Not Interested | Update contact status → Disqualified | Disqualified |
| No Answer | Re-queue + follow-up task or SMS | Attempted (retry) |
| Voicemail Left | Set contact status → Attempted | Attempted |
| Callback Requested | Create CRM task → Schedule Callback | Callback Scheduled |
| Wrong Number | Flag phone field as invalid | Invalid |
| DNC Requested | Set opt-out flag + suppress contact | Opted Out |
| Busy | Re-queue with delay timer | Re-queue |
All fields passed on every Nooks call event — mapped to Salesforce fields. Highlighted fields are critical for automation:
call_id
prospect_name
prospect_phone
rep_name
call_outcome
ai_summary
transcript_url
recording_url
call_duration
timestamp