Nooks Activity Writeback to Salesforce

Last updated: April 29, 2026

This guide will walk through the settings that admins can configure to customize how activities log to Salesforce, the fields into which data is mapped for different task types, and the Salesforce User permissions required for activity logging in Nooks.

Background

Once Nooks is connected to Salesforce, users’ future activity will automatically log to Salesforce, keeping your CRM the source of truth and enabling you to report on activity within Salesforce.

General Overview of Which Nooks Activities Are Logged to Salesforce

Nooks logs the following activities to Salesforce:

Tasks from Nooks Sequences (e.g., manual and automated emails, calls, LinkedIn Connection Requests and Messages, and action items)
One-off tasks from Nooks (e.g., manual emails, calls, and action items)
Follow-up LinkedIn Message tasks
Emails sent from Gmail for which Nooks tracking was enabled
Inbound email replies to emails sent with Nooks
Inbound calls fielded in the Nooks Dialer

General Overview of How Activities Are Logged to Salesforce

When Nooks logs activities to Salesforce, Nooks logs them with the following attributes:

All activities are logged as Task records.
Each Task record is attached to one Lead record or one Contact and Account.
All activities contain "Nooks" in the Task.Subject field to distinguish Nooks activities from activities created manually or via other tools.
Nooks writes certain data to Task records by default. Other data, primarily that identifying the Sequence associated with the task, can be mapped to custom Salesforce fields.

Workspace Activity Logging Settings

Nooks admins and users with the "Manage CRM Settings" permission can navigate to Settings > All Settings > CRM Settings (under Integrations) to customize how activities are logged to Salesforce.

Salesforce Task Mappings

In the Task Mappings tab of Nooks CRM Settings, admins can designate certain Salesforce fields for Nooks activity data. We recommend creating these custom fields to store this data. Under each of the following taps, map the Nooks fields to the custom fields you’ve created on the Task object.

Call Tasks tab
Email Tasks tab
Basic Tasks tab
LinkedIn Tasks tab

Note: If any of the Nooks Sequencing fields are not mapped to a Salesforce field, Tasks will still log to Salesforce successfully. However, that Nooks data will not appear anywhere on the Task records.

Controlling Which Activities Are Logged to Salesforce

Within the Advanced Settings tab of Nooks CRM Settings, use the Log Activities For setting to control whether Nooks logs activities when they are created (the All Activities option) or when they are completed (the Only Completed Activities option).

[Recommended] Log Activities For = Only Completed Activities

When the Log Activities For setting is set to Only Completed Activities, Nooks will only create Tasks in Salesforce for activities that have been completed.

When a task is logged, it will appear in the historical section of the Activity related list on the associated Lead, or Contact and Account.

Use this configuration if you only want to report on Tasks that are actually completed.

Log Activities For = All Activities

When the Log Activities For setting is set to All Activities, Nooks will create an open Task in Salesforce as soon as a one-off or Sequence task is created in Nooks. For prospects in Sequences, an open Task is created in Salesforce when a prospect advances into a step.

Tasks that are pending completion will appear in the “Upcoming & Overdue” section of the Activity related list on the corresponding Lead, or Contact and Account. Some fields on the Task will not yet be populated with a value.

When the task is completed in Nooks, Nooks will update the same Task record to a completed Task and populate the outstanding fields. After these updates, the task will move into the historical section of the Activity related list.

If a prospect is finished in a Sequence early or is removed (either manually or via automation), any upcoming Tasks in Salesforce will be deleted. Similarly, if a task is skipped in Nooks, the corresponding "open" Task will be deleted from Salesforce. These tasks will surface in the Salesforce Recycle Bin for review.

Use this configuration if you want to report on upcoming (i.e., pending completion) and completed tasks.

Note on Task Type Compatibility with the [Log Activities For = All Activities] Configuration

This configuration is compatible with the following Nooks task types:

Automatic Emails
Manual Emails
Outbound Calls
Action Items

This configuration is not compatible with the following Nooks task types, meaning they will only be logged after the activity is completed:

LinkedIn Connection Requests
LinkedIn Messages

Nooks Task Logging in Salesforce

The following section will discuss how different task types logged by Nooks appear in Salesforce.

Email Tasks

Outbound Email Tasks

Nooks logs reps’ emails from Sequences (manual and automated), one-off tasks, and Gmail (if the email is opted into tracking) to Salesforce. When an email task is logged, it will be associated with the primary recipient’s Lead or Contact and Account record, which will cause it to surface on the associated record(s)’s Activity related list.

The data in the table below will populate in the indicated Salesforce fields for email Tasks that are logged to Salesforce by Nooks. The way Nooks logs tasks depends on your Log Activities For Workspace setting.

If Log Activities For = All Activities:

When a task is created in Nooks, an open Task will be created in Salesforce. The values for this initial task are in the “Open Task Values” column.
- This is considered an “Open” Task.
When the task is completed in Nooks, the open Task will be updated to a completed Task and additional data will be populated on the Task. The final values for this Salesforce Task are in the “Completed Task Values” column.
- This is now considered a “Completed” Task.

If Log Activities For = Only Completed Activities:

Only when a task is completed in Nooks, will the Task be created in Salesforce. The values for this Task are in the “Completed Task Values” column.
- This is considered a "Completed” Task.

Nooks Field	Mapping Type	Salesforce Task Field API Name	Open Task Value *Only applicable if Log Activities For = All Activities*	Completed Task Values
Account	Standard	`WhatId`	When the Task is attached to a Contact, the Account record related to that Contact. When the Task is attached to a Lead, null.	When the Task is attached to a Contact, the Account record related to that Contact. When the Task is attached to a Lead, null.
Contact or Lead	Standard	`WhoId`	The Salesforce Contact or Lead record for the prospect.	The Salesforce Contact or Lead record for the prospect.
Created By	Standard	`CreatedById`	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Description	Standard	`Description`	Null.	The body of the email, including the user’s email signature, with the HTML stripped.
Email Date	Standard	`ActivityDate`	The date the email is due for send in the Sequence.	The date the email was sent.
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your team’s Salesforce instance.	The default Task Priority Picklist Value in your team’s Salesforce instance.
Sequence Name	Custom	Custom-selected field in Settings > CRM Settings > Task Mappings > Email Tasks.	Null.	The name of the Nooks Sequence from which the email task was sent.
Step Name	Custom	Custom-selected field in Settings > CRM Settings > Task Mappings > Email Tasks.	Null.	The name of the step from which the email task originated, in format “Step <#>”. For example: “Step 1”, “Step 2”, “Step 3”.
Status	Standard	`Status`	Actual value: "Not started".	Actual Value: “Completed”.
Subject	Standard	`Subject`	Actual value: "[Nooks] [Activity: Internal]".	Actual Value: “[Nooks] [Email Out] [<Sequence Name>] - <Email Subject Line>”
Task Owner	Standard	`OwnerId`	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Task Subtype	Standard	`TaskSubtype`	Actual Value: "Email".	Actual Value: “Email”.
Task Type (Outgoing)	Custom	Custom-selected field in Settings > CRM Settings > Task Mappings > Email Tasks.	Actual Value: "Internal".	Custom value selected in Nooks CRM Settings > Task Mappings > Email Tasks.

Example of Open "Email" Task

Task.Subject = [Nooks] [Activity: Internal]

Example of Completed "Email" Task

Task.Subject = [Nooks] [Email Out] [<Sequence Name>] - <Email Subject Line>

Inbound Email Tasks

Nooks logs inbound emails if they are threaded replies to outbound emails sent with Nooks. The reply will be associated to the prospect’s Lead, or Contact and Account, record(s), which will cause it to surface on the associated record(s)’s Activity related list(s). The task will be assigned to the Nooks user who initiated the thread.

The following data will populate in the indicated Salesforce fields for inbound email replies that are logged to Salesforce by Nooks.

Note: Inbound email replies are never logged to Salesforce before they are completed, even if Log Activities For = All Activities for the Workspace.

Nooks Field	Mapping Type	Salesforce Task Field API Name	Open Task Value *Only applicable if Log Activities For = All Activities*	Completed Task Values
Account	Standard	`WhatId`	N/a - Inbound emails do not support this configuration.	When the Task is attached to a Contact, the Account record related to that Contact. When the Task is attached to a Lead, null.
Contact or Lead	Standard	`WhoId`	N/a - Inbound emails do not support this configuration.	The Salesforce Contact or Lead record for the prospect.
Created By	Standard	`CreatedById`	N/a - Inbound emails do not support this configuration.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Description	Standard	`Description`	N/a - Inbound emails do not support this configuration.	The body of the email, including the user’s email signature, with the HTML stripped.
Email Date	Standard	`ActivityDate`	N/a - Inbound emails do not support this configuration.	The date the email was sent.
Priority	Standard	`Priority`	N/a - Inbound emails do not support this configuration.	The default Task Priority Picklist Value in your team’s Salesforce instance.
Sequence Name	Custom	Custom-selected field in Settings > CRM Settings > Task Mappings > Email Tasks.	N/a - Inbound emails do not support this configuration.	The name of the Nooks Sequence from which the email task was sent.
Step Name	Custom	Custom-selected field in Settings > CRM Settings > Task Mappings > Email Tasks.	N/a - Inbound emails do not support this configuration.	The name of the step from which the email task originated, in format “Step <#>”. For example: “Step 1”, “Step 2”, “Step 3”.
Status	Standard	`Status`	N/a - Inbound emails do not support this configuration.	Actual Value: “Completed”.
Subject	Standard	`Subject`	N/a - Inbound emails do not support this configuration.	Actual Value: “[Nooks] [Email Out] [<Sequence Name>] - <Email Subject Line>”
Task Owner	Standard	`OwnerId`	N/a - Inbound emails do not support this configuration.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Task Subtype	Standard	`TaskSubtype`	N/a - Inbound emails do not support this configuration.	Actual Value: “Email”.
Task Type (Outgoing)	Custom	Custom-selected field in Settings > CRM Settings > Task Mappings > Email Tasks.	N/a - Inbound emails do not support this configuration.	Custom value selected in Nooks CRM Settings > Task Mappings > Email Tasks.

Example of Completed Inbound "Email" Task

Task.Subject = [Nooks] [Email In] - <Email Subject Line>

Call Tasks

Nooks logs reps’ outbound calls from Sequences and one-off tasks, as well as calls inbounded in the Nooks Dialer, to Salesforce. When a call is logged, it will be associated with the prospect’s Lead or Contact and Account record, which will cause it to surface on the associated record(s)’s Activity related list.

The data in the table below will populate in the indicated Salesforce fields for call Tasks that are logged to Salesforce by Nooks. The way Nooks logs tasks depends on your Log Activities For Workspace setting.

If Log Activities For = All Activities:

When a task is created in Nooks, an open Task will be created in Salesforce. The values for this initial task are in the “Open Task Values” column.
- This is considered an “Open” Task.
When the task is completed in Nooks, the open Task will be updated to a completed Task and additional data will be populated on the Task. The final values for this Salesforce Task are in the “Completed Task Values” column.
- This is now considered a “Completed” Task.

If Log Activities For = Only Completed Activities

Only when a task is completed in Nooks, will the Task be created in Salesforce. The values for this Task are in the “Completed Task Values” column.
- This is considered a “Completed” Task.

Nooks Field	Mapping Type	Salesforce Task Field API Name	Open Task Values *Only applicable if Log Activities For = All Activities*	Completed Task Values
Account	Standard	`WhatId`	When the Task is attached to a Contact, the Account record related to that Contact. When the Task is attached to a Lead, null.	When the Task is attached to a Contact, the Account record related to that Contact. When the Task is attached to a Lead, null.
Call Date	Standard	`ActivityDate`	The date the call is due to be completed.	The date the call was made.
Call Duration	Standard	`CallDurationInSeconds`	Null.	The duration of the call in seconds.
Call Type	Standard	`CallType`	Null.	Actual Value (outbound calls): “Outbound”. Actual Value (inbound calls): “Inbound”.
Contact or Lead	Standard	`WhoId`	The Salesforce Contact or Lead record for the prospect.	The Salesforce Contact or Lead record for the prospect.
Created By	Standard	`CreatedById`	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Description	Standard	`Description`	Null.	Actual value: “[<Sequence Name>] ‘<Call Disposition>’ recorded by <User Full Name> on <date and time of call in UTC> “Call Notes: <Notes recorded in the Call Notes field on the call>”.
Disposition	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > Call Tasks.	Null.	The disposition the calling user selected for the call during logging.
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your team’s Salesforce instance.	The default Task Priority Picklist Value in your team’s Salesforce instance.
Prospect Number Dialed	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > Call Tasks.	Null.	The destination phone number for the call.
Recording URL	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > Call Tasks.	Null.	The URL to the Nooks call recording.
Sequence Name	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > Call Tasks.	Null.	The name of the Sequence from which the call originated.
Status	Standard	`Status`	Actual Value: “Not Started”.	Actual Value: “Completed”.
Step Name	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > Call Tasks.	Null.	The name of the step from which the call task originated, in format “Step <#>”. For example: “Step 1”, “Step 2”, “Step 3”.
Subject	Standard	`Subject`	Actual Value: “[Nooks] [Activity: Call]”.	Actual Value: “[Nooks Call] - <Call Disposition> - by <User Full Name>”.
Task Owner	Standard	`OwnerId`	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.e	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Task Subtype	Standard	`TaskSubtype`	Actual Value: “Call”.	Actual Value: “Call”.
Task Type	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > Call Tasks.	Custom value selected in Nooks CRM Settings > Task Mappings > Call Tasks.	Custom value selected in Nooks CRM Settings > Task Mappings > Call Tasks.

Example of Open "Call" Task

Task.Subject = [Nooks] [Activity: Call]

Example of Completed "Call" Task

Task.Subject = [Nooks Call] - <Call Disposition> - by <User Full Name>

LinkedIn Connection Request Tasks

Nooks logs reps’ outbound LinkedIn Connection Requests that originate from a Sequence step. When a LinkedIn Connection Request task is logged, it will be associated with the recipient’s Lead or Contact and Account record, which will cause it to surface on the associated record(s)’s Activity related list.

The following data will populate in the indicated Salesforce fields for LinkedIn Connection Request Tasks that are logged to Salesforce by Nooks.

Note: LinkedIn Messages are never logged to Salesforce before they are completed, even if Log Activities For = All Activities for the Workspace.

Nooks Field	Mapping Type	Salesforce Task Field API Name	Open Task Values *Only applicable if Log Activities For = All Activities*	Completed Task Values
Account	Standard	`WhatId`	N/a - LinkedIn Connection Request tasks do not support this configuration.	When the Task is attached to a Contact, the Account record related to that Contact. When the Task is attached to a Lead, null.
Activity Date	Standard	`ActivityDate`	N/a - LinkedIn Connection Request tasks do not support this configuration.	The date the LinkedIn Connection Request was sent.
Contact or Lead	Standard	`WhoId`	N/a - LinkedIn Connection Request tasks do not support this configuration.	The Contact or Lead record for the prospect.
Created By	Standard	`CreatedById`	N/a - LinkedIn Connection Request tasks do not support this configuration.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Description	Standard	`Description`	N/a - LinkedIn Connection Request tasks do not support this configuration.	Actual Value: “LinkedIn connection request sent”.
Priority	Standard	`Priority`	N/a - LinkedIn Connection Request tasks do not support this configuration.	The default Task Priority Picklist Value in your team’s Salesforce instance.
Sequence Name	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > LinkedIn Tasks.	N/a - LinkedIn Connection Request tasks do not support this configuration.	The name of the Sequence from which the LinkedIn Connection Request was sent.
Sequence Step	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > LinkedIn Tasks.	N/a - LinkedIn Connection Request tasks do not support this configuration.	The name of the step from which the LinkedIn Connection Request originated, in format “Step <#>”. For example: “Step 1”, “Step 2”, “Step 3”.
Status	Standard	`Status`	N/a - LinkedIn Connection Request tasks do not support this configuration.	Actual Value: “Completed”.
Subject	Standard	`Subject`	N/a - LinkedIn Connection Request tasks do not support this configuration.	Actual Value: “[Nooks] [LinkedIn Connection Request] - <prospect name> [<Sequence Name>]”.
Task Owner	Standard	`OwnerId`	N/a - LinkedIn Connection Request tasks do not support this configuration.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Task Subtype	Standard	`TaskSubtype`	N/a - LinkedIn Connection Request tasks do not support this configuration.	Actual Value: “Task”.
Task Type	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > LinkedIn Tasks.	N/a - LinkedIn Connection Request tasks do not support this configuration.	Custom value selected in Nooks Nooks Settings > CRM Settings > Task Mappings > LinkedIn Tasks.

Example of Completed "LinkedIn Connection Request" Task

Task.Subject = [Nooks] [LinkedIn Connection Request] - <prospect name> [<Sequence Name>]

LinkedIn Message Tasks

Nooks logs reps’ outbound LinkedIn Messages that are completed from a Sequence step or as a one-off follow-up task. When a LinkedIn Message task is logged, it will be associated with the recipient Lead, or Contact and Account, record(s), which will cause it to surface on the associated record(s)’s Activity related list(s).

The following data will populate in the indicated Salesforce fields for LinkedIn Message Tasks that are logged to Salesforce by Nooks.

Note: LinkedIn Messages are never logged to Salesforce before they are completed, even if Log Activities For = All Activities for the Workspace.

Nooks Field	Mapping Type	Salesforce Task Field API Name	Open Task Values *Only applicable if Log Activities For = All Activities*	Completed Task Values
Account	Standard	`WhatId`	N/a - LinkedIn Message tasks do not support this configuration.	When the Task is attached to a Contact, the Account record related to that Contact. When the Task is attached to a Lead, null.
Activity Date	Standard	`ActivityDate`	N/a - LinkedIn Message tasks do not support this configuration.	The date the LinkedIn Message was sent.
Created By	Standard	`CreatedById`	N/a - LinkedIn Message tasks do not support this configuration.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Contact or Lead	Standard	`WhoId`	N/a - LinkedIn Message tasks do not support this configuration.	The Contact or Lead record for the prospect.
Description	Standard	`Description`	N/a - LinkedIn Message tasks do not support this configuration.	If the LinkedIn Message was sent from LinkedIn: The message body. If the LinkedIn Message was sent from Nooks and a template was used: The template body. If the LinkedIn Message was sent from Nooks and no template was used: “LinkedIn message sent”.
Priority	Standard	`Priority`	N/a - LinkedIn Message tasks do not support this configuration.	The default Task Priority Picklist Value in your team’s Salesforce instance.
Sequence Name	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > LinkedIn Tasks.	N/a - LinkedIn Message tasks do not support this configuration.	The name of the Sequence from which the LinkedIn Message was sent.
Sequence Step	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > LinkedIn Tasks.	N/a - LinkedIn Message tasks do not support this configuration.	The name of the step from which the LinkedIn Message task originated, in format “Step <#>”. For example: “Step 1”, “Step 2”, “Step 3”.
Status	Standard	`Status`	N/a - LinkedIn Message tasks do not support this configuration.	Actual value: “Completed”.
Subject	Standard	`Subject`	N/a - LinkedIn Message tasks do not support this configuration.	Actual value: “[Nooks] [LinkedIn Message] - <prospect name> [<Sequence name>]”.
Task Owner	Standard	`OwnerId`	N/a - LinkedIn Message tasks do not support this configuration.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Task Subtype	Standard	`TaskSubtype`	N/a - LinkedIn Message tasks do not support this configuration.	Actual Value: “Task”.
Task Type	Custom	Custom-selected field in Nooks Settings > CRM Settings > Task Mappings > LinkedIn Tasks.	N/a - LinkedIn Message tasks do not support this configuration.	Custom value selected in Nooks Nooks Settings > CRM Settings > Task Mappings > LinkedIn Tasks.

Example of Completed "LinkedIn Message" Task

Task.Subject = [Nooks] [LinkedIn Message] - <prospect name> [<Sequence name>]

Action Item Tasks

Nooks logs reps’ Sequence and one-off Action Item tasks to Salesforce. When an Action Item is logged, it will be associated with the prospect’s Lead, or Contact and Account, record(s), which will cause it to surface on the associated record(s)’s Activity related list(s).

The data in the table below will populate in the indicated Salesforce fields for action item Tasks that are logged to Salesforce by Nooks. The way Nooks logs tasks depends on your Log Activities For Workspace setting.

If Log Activities For = All Activities:

When a task is created in Nooks, an open Task will be created in Salesforce. The values for this initial task are in the “Open Task Values” column.
- This is considered an “Open” Task.
When the task is completed in Nooks, the open Task will be updated to a completed Task and additional data will be populated on the Task. The final values for this Salesforce Task are in the “Completed Task Values” column.
- This is now considered a “Completed” Task.

If Log Activities For = Only Completed Activities:

Only when a task is completed in Nooks, will the Task be created in Salesforce. The values for this Task are in the “Completed Task Values” column.
- This is considered a "Completed" Task.

Nooks Field	Mapping Type	Salesforce Task Field API Name	Open Task Value *Only applicable if Log Activities For = All Activities*	Completed Task Value
Account	Standard	`WhatId`	When the Task is attached to a Contact, the Account record related to that Contact. When the Task is attached to a Lead, null.	When the Task is attached to a Contact, the Account record related to that Contact. When the Task is attached to a Lead, null.
Activity Date	Standard	`ActivityDate`	The date the task is due to be completed.	The date the activity was completed.
Created By	Standard	`CreatedById`	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Contact or Lead	Standard	`WhoId`	The Salesforce Contact or Lead record for the prospect.	The Salesforce Contact or Lead record for the prospect.
Description	Standard	`Description`	Null.	The notes saved for the Sequence Step associated with this task.
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your team’s Salesforce instance.	The default Task Priority Picklist Value in your team’s Salesforce instance.
Sequence Name	Custom	Custom value selected in Nooks CRM Settings > Task Mappings > Basic Tasks.	Null.	The name of the Sequence from which the Action Item task originated.
Step Name	Custom	Custom value selected in Nooks CRM Settings > Task Mappings > Basic Tasks.	Null.	The name of the step from which the Action Item task originated, in format “Step <#>”. For example: “Step 1”, “Step 2”, “Step 3”.
Status	Standard	`Status`	Actual Value: “Not Started”.	Actual Value: “Completed”.
Subject	Standard	`Subject`	Actual Value: “[Nooks] [Activity: Other]”.	Actual Value: “[Nooks] [Activity: Other]”.
Task Owner	Standard	`OwnerId`	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.	The Salesforce user that corresponds to the Nooks user to whom the task is assigned.
Task Subtype	Standard	`TaskSubtype`	Actual Value: “Task”.	Actual Value: “Task”.
Task Type	Custom	Custom-selected field in Nooks CRM Settings > Task Mappings > Basic Tasks.	Null.	Custom value selected in Nooks CRM Settings > Task Mappings > Basic Tasks.

Example of Open "Action Item" Task

Task.Subject = [Nooks] [Activity: Other]

Example of Completed "Action Item" Task

Task.Subject = [Nooks] [Activity: Other]

Notes on Task Logging

The following points will be true of all Tasks Nooks logs into Salesforce.

If the WhoId on a Task is Lead, there will be no WhatId. Salesforce's native Task logging architecture prevents attaching a WhatId when the WhoId is a Lead. Because Nooks is logging into Salesforce, Nooks must respect this Salesforce limitation.
The fields mapped for Sequence Name & Sequence Step will always be null for Nooks tasks that did not originate from a Sequence.

The following points will be true for all email Tasks Nooks logs into Salesforce.

Nooks will log the body of the email into the Description field. Salesforce has a 32,000-character limit for this field. Email bodies will automatically be truncated if they exceed this limit.
Email attachments are not logged to Salesforce, even if the email to which they are attached is logged.

Salesforce Permissions Required for Nooks Activity Logging

When Nooks logs activities to Salesforce, Nooks uses the permissions of the user who is executing the activity. Nooks users must have read/write access to any fields used for activity logging. These permissions can either be granted via Salesforce profile or permission set.

Nooks logs Salesforce activities via API. In order for Nooks to successfully log activities, each Nooks user must have API access in Salesforce.

Each user needs to be able to log into Salesforce.

Timing of Salesforce Activity Logging

Activities are logged to Salesforce in near-real time. You should see them within your Salesforce instance within a couple of minutes of completion.

Identifying Tasks Created by Nooks in Salesforce

The best way to identify tasks logged to Salesforce from Nooks Sequences is by looking at the Subject field. All Nooks Sequencing tasks will contain “[Nooks]” in the Subject field. In Salesforce reporting, you can filter activities to only Nooks Sequencing tasks by filtering for Tasks where Subject contains “Nooks”.

The following table displays the format of the Task.Subject value across the task types Nooks logs to Salesforce.

Task Type	Direction	Source	Format of `Task.Subject` Field Value	Example
Email	Outbound	Sequence step	[Nooks] [Email Out] [<Sequence Name>] - <Email Subject Line>	[Nooks] [Email Out] [MQL \| Demo Request \| 5-minute Speed to Lead] - Let’s get your demo on the calendar, Sofia
Email	Outbound	One-off task	[Nooks] [Email Out] - <Email Subject Line>	[Nooks] [Email Out] - Event reminder
Email	Outbound	Tracked email from Gmail	[Nooks] [Email Out] - <Email Subject Line>	[Nooks] [Email Out] - Quick question regarding our last chat
Email	Inbound Reply	Prospect reply to Nooks email	[Nooks] [Email In] - <Email Subject Line>	[Nooks] [Email In] - Re: Quick question regarding our last chat
Call	Outbound	Sequence step	[Nooks Call] - <Call Disposition> - by <User Full Name>	[Nooks Call] - No Answer - by Wyatt Harrison
Call	Outbound	One-off task	[Nooks Call] - <Call Disposition> - by <User Full Name>	[Nooks Call] - Meeting Booked - by Bruno Ferreira
Call	Inbound	Nooks dialer	[Nooks Call] - <Call Disposition> - by <User Full Name>	[Nooks Call] - Voicemail - by Jace Miller
LinkedIn Connection Request	Outbound	Sequence step	[Nooks] [LinkedIn Connection Request] - <prospect name>	[Nooks] [LinkedIn Connection Request] - Jerome Washington
LinkedIn Message	Outbound	Sequence step	[Nooks] [LinkedIn Message] - <prospect name> [<Sequence name>]	[Nooks] [LinkedIn Message] - Samira Younes - [Q3 Target Accounts Re-Engage]
LinkedIn Message	Outbound	One-off follow-up task	[Nooks] [LinkedIn Message] - <prospect name>	[Nooks] [LinkedIn Message] - Emma Schneider
Action Item	Outbound	Sequence step	[Nooks] [Activity: Other]	[Nooks] [Activity: Other]
Action Item	Outbound	One-off task	[Nooks] [Activity: Other]	[Nooks] [Activity: Other]

Identifying Outbound Email Tasks Created by Nooks

To identify outbound email tasks created by Nooks in Salesforce reporting, you can filter activities by applying the following filters:

Task.Subject contains “[Nooks] [Email Out]”
Task.TaskSubtype = “Email”
Task.Status = “Completed”
- This filter is only necessary for teams that have the Log Activities For = All Activities setting. For teams with Log Activities For = Only Completed Activities, this filter is redundant.

You can also add a filter for the field and value your team custom-mapped to Nooks’ “Task Type Outgoing” field in CRM Settings > Task Mappings > Email Tasks. However, this filter should not change the Task results if you have already applied the Task.Subject filter mentioned above.