Nooks Integration Guide

Overview

Nooks is an AI-powered sales platform for calling and sequencing. By connecting Nooks with Common Room, you can add Common Room contacts — along with the signals and context that make them worth reaching — to Nooks sequences, so reps can work the highest-intent contacts first without leaving Nooks.

Availability

The Nooks integration is part of Common Room's business integrations. Please work with your Common Room contact to confirm availability on your plan.

Setup

1. Open Settings and select Nooks from the list of signals.
2. Authorize Common Room to use your Nooks account.
3. Connect your CRM — select Salesforce or HubSpot. A CRM connection is required, since Nooks references contacts from your CRM rather than storing them natively.
4. Configure your settings, including mailbox restrictions, AI message snippet mapping, and any segment-to-call-list mappings.

Once Nooks is integrated with Common Room, the ability to add contacts to Nooks sequences is available to all users in Common Room.

Requirements

To set up the Nooks integration you'll need Admin permissions in Common Room, Admin access within your Nooks account, and a connected CRM (Salesforce or HubSpot).

Technical details

Contacts and CRM sync

When you add a contact to Nooks from Common Room, Common Room first writes the contact to your connected CRM (Salesforce or HubSpot) using your outbound CRM settings — fetching the existing record if there is one, or creating a new one. Nooks then references that contact from the CRM, so your CRM is the source of truth for contact data in Nooks.

Name, email, company, and title are included by default. Phone numbers and AI message snippets require CRM field mappings—if those fields aren't mapped in your CRM configuration, they won't appear in Nooks even if the data exists in Common Room.

Additionally, to use the Add to Sequence action, the following prerequisites must be met:

• Outbound create must be enabled for either Leads or Contacts.
• The corresponding Lead or Contact outbound configuration must include, at minimum, an Email field mapping.

If either prerequisite isn't met, Nooks will display a message when attempting to add a contact to a sequence. However, it's helpful to verify these settings during setup to avoid confusion.

Phone number mapping

Because Nooks is primarily a dialing tool, phone numbers matter more here than in an email-first sequencer. You choose which phone number field to map in your CRM configuration:

• Primary — the single number marked primary on the contact profile (set automatically for enriched numbers, or assigned manually by a user).
• Premium — enriched numbers only. This may include several numbers, not all of which are marked primary.
• Full list — every phone number on the contact, synced via the generic phone number field.

RoomieAI message snippet mapping

If you use Common Room's RoomieAI message snippets, you'll map where each snippet is written. Because Nooks doesn't have custom fields of its own, snippets map to a custom field on the contact in your connected CRM. In the Nooks settings you map each sequence to a CRM field and a prompt. For Salesforce, you'll also specify whether the field lives on the Contact or Lead object.

Because snippets write to a CRM custom field, that field needs to exist in your CRM. If it doesn't, you may need a CRM administrator to create it — worth arranging early so it doesn't hold up your launch.

Add contacts to Nooks sequences

Add a single contact to a Nooks sequence

You can add a single Common Room contact to a Nooks sequence directly from a contact profile.

1. Open a contact profile in Common Room, and click the dropdown arrow next to "Add."
2. Click "Add to Sequence" for Nooks.
3. Select the Nooks mailbox you want the sequence to send from.
4. Select the Nooks sequence to add the contact to.
5. Edit steps (optional) to personalize the subject and body of individual sequence steps.
6. Click "Add to Sequence."

Add multiple contacts to a Nooks sequence

You can add one or more contacts to a Nooks sequence directly from Contacts or a Segment.

1. Open a contact list in either Contacts or Segments.
2. Select the contacts you want to add, then click the dropdown arrow next to "Nooks."
3. Click "Add to Sequence."
4. Select the Nooks mailbox and sequence.
5. Edit steps (optional) and review the preview of who will be added.
6. Click "Add to Sequence."

What syncs back to Common Room

Sequence enrollment activity flows back into Common Room. Call participation, engagement, recordings, and email opens or replies do not sync back yet — broader two-way sync is on the roadmap.

Current limitations

• Contacts route through a sequence before dialing; sending a signal straight to the dialer in a single step isn't available yet.
• You can override the subject and body of individual sequence steps, but swapping in a different template on a specific step isn't supported yet.
• Two-way sync is limited to sequence enrollment for now (see above).

FAQ

Do I need a CRM to use the Nooks integration?

Yes. A connected CRM — Salesforce or HubSpot — is required. Nooks references contacts from your CRM rather than storing them natively, so Common Room writes contacts to the CRM and Nooks picks them up from there.

What data is sent to Nooks?

Name, email, company, and title by default. Phone numbers and RoomieAI message snippets require CRM field mapping; anything not mapped won't appear in Nooks.

Why is phone number mapping so important?

Nooks is a dialer, so a contact without a mapped phone number may not be dialable. You can map a primary number, premium (enriched) numbers, or the full list of numbers in your CRM configuration.

Does engagement data from Nooks sync back to Common Room?

Sequence enrollment activity syncs back. Call participation, recordings, and opens or replies are not included yet — broader two-way sync is on the roadmap.

How often does the integration sync?

Recurring sync runs about every 30 minutes. You can also manually refresh to pull in new sequences and mailboxes without reconfiguring the integration.

Can admins restrict which mailboxes reps use?

Yes. Admins can require reps to send from their own mailbox (or a set of approved mailboxes) in the Nooks signal settings.