Leads versus contacts
Salesforce keeps leads and contacts apart, and a list can include both. We log every call on the exact record it was dialled from, so nothing ends up on the wrong one.
Integration · Nooks to Salesforce
Nooks and Salesforce integration
Your SDRs power through calls in Nooks, and your pipeline lives in Salesforce. We connect them so reps call the right people from Salesforce and every dial, connect and outcome is logged back on the lead or contact. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Nooks
Salesforce
One call ends in Nooks. In Salesforce:
- Call list from SalesforceThe leads and contacts your reps should call today
- Every dial loggedAs a logged call on the lead or contact
- Outcome updates the recordLead status or opportunity stage, as you choose
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Who connects Nooks and Salesforce
Nooks is built for SDR teams that make a lot of calls in a day, often dialling several lines at once. At that pace, nobody has time to update Salesforce after every call, and nobody should. But when dials are not logged, managers cannot see activity, the same prospect gets called twice, and meetings booked on the phone never show up as pipeline.
Connecting Nooks to Salesforce solves both ends. Reps pull their call lists straight from the Salesforce views they already use, and every dial comes back as a logged call with its outcome, so Salesforce stays the single source of truth for activity and pipeline.
- SDR and BDR teamsCall blocks start from a Salesforce list, and activity counts in Salesforce match what actually happened.
- Sales managersDashboards built on logged calls finally show real numbers, including connects and meetings booked.
- RevOpsLead status and opportunity rules run from call outcomes, without reps editing fields by hand.
What we connect between Nooks and Salesforce
A typical setup. We adjust each line to how your team uses Nooks and Salesforce.
When this happensThis is what you get
A Salesforce list view or reportA call list in Nooks, refreshed on the schedule you choose
A dial ends, connected or notA logged call on the matching lead or contact, owned by the rep
The call outcomeThe lead status or opportunity stage you choose, per outcome
Notes and the call summaryOn the logged call, readable from the record
The call recordingLinked from the logged call
A meeting bookedA follow-up task or event for the owner, with the opportunity updated
Field mapping, event by event
Each Nooks event and exactly what it writes in Salesforce. Pick an event to see its fields.
1. Trigger · Nooks
When a call ends
Every call made or received in Nooks
2. Action · Salesforce
Log the call
In Salesforce, on the contact or lead — Where your team already works
Salesforce field
Mapped from
What happens
Activity date
Call time15 Sep, 4:00 pm
Shown in your time zone
Call time15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Salesforce expects
Call length3 min 04 s
Stored the way Salesforce expects
Call outcome
Call outcomeInterested
Matched to your own list of outcomes
Call outcomeInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
Ai summaryAsked for pricing
Saved as note text
Ai summaryAsked for pricing
Saved as note text
Owner
Rep nameMaria Lopez
Matched to the same person in Salesforce
Rep nameMaria Lopez
Matched to the same person in Salesforce
Contact or lead
Matched by phone number+1 415 555 0142
A new contact or lead is created only if none match
1. Trigger · Nooks
When an outcome is set
A rep marks how the call went
2. Action · Salesforce
Update the opportunity
In Salesforce — Moves one record, not all of them
Salesforce field
Mapped from
What happens
Which opportunity
Most recent open opportunityNorthwind — 12 seats
On the matching contact or lead, owned by the rep on the call
Stage
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Nooks calls
Your team builds and maintains every step
Where it runs
In your own Nooks and Salesforce accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Nooks and Salesforce setups usually go wrong
Hundreds of dials a day
Parallel dialling creates a lot of activity. We log it in a way that keeps Salesforce fast and the record timeline readable, rather than burying real conversations under unanswered dials.
Validation rules that block updates
Many Salesforce orgs require fields before a status can change. We check your rules first, so outcome updates do not fail quietly.
Reps matched to Salesforce users
Each Nooks user is matched to the right Salesforce user, so activity reports count calls for the right person.
How we set it up
- 1
Agree lists and outcomes
Which Salesforce views feed Nooks, and what each call outcome should change. You get a written scope with a fixed one-time price.
- 2
Access for the setup
Admin access to Nooks and a Salesforce admin user, ideally with a sandbox for testing.
- 3
We connect and test
We run a real call block, then check every logged call, status change and task in Salesforce.
- 4
Handover
A short document of every rule. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Nooks and Salesforce, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Nooks and Salesforce
Can Nooks call lists come from Salesforce views?
Yes. We connect the Salesforce list views or reports your reps already use, so each call block starts from the right leads and contacts.
Are unanswered dials logged in Salesforce too?
Yes, if you want them to be. Many teams log every dial for activity reporting and keep connected calls clearly marked, and we agree the approach with you.
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, which matters at SDR call volumes.
Can you test in a Salesforce sandbox first?
Yes, and we recommend it. We build and test in your sandbox, then move to production once you are happy.
Rather talk it through?
Thirty minutes on how your team uses Nooks and Salesforce. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Opportunity movedMeeting booked
Call-back taskAssigned to the contact owner