Nooks Activity Writeback to Salesforce

Last updated: September 14, 2026

This guide walks through the settings admins can configure to customize how activities log to Salesforce, the fields Nooks populates for each task type, and the Salesforce permissions required for activity logging in Nooks.

For information on Event write-back to Salesforce, see this guide instead.

Applies to: This guide applies to Salesforce Workspaces with Nooks Sequencing enabled.

Background

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

What Activities Nooks Logs to Salesforce

Nooks logs the following outbound and inbound activities to Salesforce.

Activity Type	Outbound	Inbound
Emails	Manual and automatic emails from a Sequence Emails from a one-off task Emails sent in Gmail or Outlook when Gmail/Outlook Import is enabled	Replies to an email thread initiated through Nooks
Calls	Calls from a Sequence Calls from a one-off task One-off dials	Inbound calls to a Nooks phone number
LinkedIn Connection Requests	LinkedIn Connection Request steps in a Sequence
LinkedIn Messages	LinkedIn Message steps and (manual and automated) substeps in a Sequence LinkedIn Messages from a one-off task LinkedIn Messages sent directly in LinkedIn in conversations initiated with Nooks	Inbound replies to a LinkedIn message conversation initiated through Nooks
SMS	Manual and automatic SMS from a Sequence SMS from a one-off task SMS sent from the SMS outbox	Replies to a Nooks phone number
Action Items	Action Items from a Sequence Action Items from a one-off task

How Nooks Logs Activities to Salesforce

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

All activities are logged as Task records.
Each Task is attached to one Lead record, or one Contact and Account.
Every Task Nook creates contains "Nooks" in the Subject field, distinguishing it from Tasks created manually or via other tools.
Nooks writes some fields to every Task by default. Other fields, primarily those identifying the Sequence a task originated from, only populate once you map them to a custom Salesforce field in Nooks CRM Settings.

Workspace Activity Logging Settings

Nooks admins, and any user with the "Configure Integrations" permission, can navigate to Settings → All Settings → CRM Settings 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
SMS Tasks tab (only visible if SMS is enabled for your Workspace)

Note: If a custom field is not mapped to a Salesforce field, Tasks still log successfully. That Nooks data simply does not appear on the Task record.

Controlling Which Activities Are Logged to Salesforce

Within the Advanced Settings tab of Nooks CRM Settings, the Log Activities For setting controls when Nooks creates a Task in Salesforce.

Setting	Behavior	Best For
Only Completed Activities (default, recommended)	Nooks creates the Task in Salesforce once once the activity is completed in Nooks, with "Completed" status and all fields already populated.	Reporting on tasks that actually happened.
All Activities	Nooks creates an open ("Not Started") Task as soon as a one-off or Sequence task is created in Nooks, then updates it to "Completed" (and populates the remaining fields) once the task is completed in Nooks.	Reporting on upcoming and not-yet-completed tasks.

An open Task appears in the "Upcoming & Overdue" section of the Activity related list on the Associated Lead, Contact, or Account. Once completed, it moves into the historical section.

Open Task in Activity Related List	Completed Task in Activity Related List

If a prospect finishes a Sequence early, is removed from a Sequence (manually or via automation), or has a task skipped in Nooks, any still-open Task in Salesforce is deleted and surfaces in the Salesforce Recycle Bin for review. Completed Tasks are never deleted.

Task compatibility with All Activities: Nooks only creates open tasks for Automatic Emails, Manual Emails, Outbound Calls, Automatic SMS, Manual SMS, and Action Items. LinkedIn Connection Requests and LinkedIn Messages are not compatible. Nooks always waits until they are completed before logging them, regardless of this setting.

Controlling Which User Creates Activities in Salesforce

Within Advanced Settings, the Integration User for Activity Logging setting controls which user is recorded as having created each Task.

Setting	Behavior	Best For
None - use each rep's token (default)	Each Task is created by the Salesforce user mapped to the Nooks rep who owns it.	Aligning Task creation with Task ownership.
Select a specific user	A single integration user creates every Task, regardless of which Nooks rep owns it.	Routing Task creation through an integration user for permissions reasons.

This selection only affects the Salesforce CreatedById field, not Task ownership. OwnerId always reflects the Salesforce user mapped to the Nooks rep who actually owns the task, no matter which option you choose here.

Permissions Required for Task Logging

To log Tasks in Salesforce, users need the following permissions. If you are using "None – use each rep's token," every Nooks Sequencing user requires these permissions. If you are using a specific integration user, that user requires these permissions.

Create, read, update and delete permissions to the Task object

Read/write access to any fields used for activity logging
API access

Nooks Task Logging in Salesforce

The sections below cover how each Nooks task type appears in Salesforce. Three things apply to every field table that follows:

The Open Task Value column applies only when Log Activities For = All Activities, and only for task types that support an open state.
Where a Nooks field maps to a custom Salesforce field, the specific field is whichever one your admin selected on that task type's Task Mappings sub-tab.
The custom Sequence attribution fields (Sequence Name and Sequence Step) only populate for tasks that originated from a Nooks Sequence. These fields are null for tasks that originated outside a Nooks Sequence (e.g., one-off tasks, emails sent directly from Outlook or Gmail, etc.).

Email Tasks

Outbound: Nooks logs reps' emails from Sequences (manual and automated), one-off tasks, and Gmail/Outlook sends from mailboxes where Import is enabled.

Nooks Field	Mapping Type	Salesforce Field API Name	Open Task Value	Completed Task Values
Account	Standard	`WhatId`	Attached to a Contact: the related Account. Attached to a Lead: null.	Attached to a Contact: the related Account. Attached to a Lead: null.
Click Count	Custom (Task Mappings → Email Tasks)	—	—	The number of times any tracked links in the email have been clicked. Null if no link clicks are recorded yet or if link tracking was disabled for the email.
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`	Depends on your Integration User for Activity Logging setting.	Depends on your Integration User for Activity Logging setting.
Description	Standard	`Description`	Null.	The body of the email, including the user’s email signature, with HTML stripped.
Email Date	Standard	`ActivityDate`	The date the email is due to send.	The date the email was sent.
First Clicked At	Custom (Task Mappings → Email Tasks)	—	Null.	The date and time of the first time a tracked link in the email was clicked. Null if no tracked link has been clicked or if the email was not tracked for link clicks.
First Opened At	Custom (Task Mappings → Email Tasks)	—	Null.	The date and time the email was first opened. Null if the email has never been opened or if the email was not tracked for opens.
Last Clicked At	Custom (Task Mappings → Email Tasks)	—	Null.	The date and time of the most recent time a tracked link in the email was clicked. Null if no tracked link has been clicked or if the email was not tracked for link clicks.
Last Opened At	Custom (Task Mappings → Email Tasks)	—	Null.	The date and time the email was most recently opened. Null if the email has never been opened or if the email was not tracked for opens.
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your Salesforce instance.	The default Task Priority Picklist Value in your Salesforce instance.
Open Count	Custom (Task Mappings → Email Tasks)	—	Null.	The number of times the email has been opened. Null if the email has never been opened or if the email was not tracked for opens.
Sequence Name	Custom (Task Mappings → Email Tasks)	—	Null.	The name of the Nooks Sequence the email was sent from. Null for non-Sequence emails.
Source Type	Custom (Task Mappings → Email Tasks)	—		`AI`, `Automated`, or `Manual`. `AI` takes precedence over `Manual` for AI-written emails. Null for non-Sequence emails.
Step Name	Custom (Task Mappings → Email Tasks)	—	Null.	The name of the originating Sequence step, formatted as `Step <#>`. Null for non-Sequence emails.
Status	Standard	`Status`	`Not Started`	`Completed`
Subject	Standard	`Subject`	`[Nooks] [Activity: Internal]`	`[Nooks] [Email Out] [<Sequence Name>] - <Email Subject Line>`
Task Owner	Standard	`OwnerId`	The Salesforce user corresponding to the Nooks user the task is assigned to.	The Salesforce user corresponding to the Nooks user the task is assigned to.
Task Subtype	Standard	`TaskSubtype`	`Email`	`Email`
Task Type (Outgoing)	Custom	—	`Internal`	Custom value selected in Task Mappings → Email Tasks
Track Links	Custom	—	Null.	`True` if link tracking was enabled for the email. `False` if link tracking was disabled for the email.
Track Opens	Custom	—	Null.	`True` if open tracking was enabled for the email. `False` if open tracking was disabled for the email.

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: Nooks logs inbound emails that are threaded replies to outbound emails sent with Nooks, assigning them to the user who initiated the thread. Inbound replies are always logged as Completed; Nooks never creates an open Task for them, even under All Activities.

Nooks Field	Mapping Type	Salesforce Field API Name	Completed Task Values
Account	Standard	`WhatId`	Attached to a Contact: the related Account. Attached to a Lead: null.
Click Count	Custom (Task Mappings → Email Tasks)	—	Null.
Contact or Lead	Standard	`WhoId`	The Salesforce Contact or Lead record for the prospect.
Created By	Standard	`CreatedById`	Depends on your Integration User for Activity Logging setting.
Description	Standard	`Description`	The body of the email, including the sender's email signature, with HTML stripped.
Email Date	Standard	`ActivityDate`	The date the email was sent.
First Clicked At	Custom (Task Mappings → Email Tasks)	—	Null.
First Opened At	Custom (Task Mappings → Email Tasks)	—	Null.
Last Clicked At	Custom (Task Mappings → Email Tasks)	—	Null.
Last Opened At	Custom (Task Mappings → Email Tasks)	—	Null.
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your Salesforce instance.
Open Count	Custom (Task Mappings → Email Tasks)	—	Null.
Sequence Name	Custom (Task Mappings → Email Tasks)	—	Null.
Source Type	Custom (Task Mappings → Email Tasks)	—	Null.
Step Name	Custom (Task Mappings → Email Tasks)	—	Null.
Status	Standard	`Status`	`Completed`
Subject	Standard	`Subject`	`[Nooks] [Email In] - <Email Subject Line>`
Task Owner	Standard	`OwnerId`	The Salesforce user corresponding to the Nooks user who initiated the thread.
Task Subtype	Standard	`TaskSubtype`	`Email`
Task Type (Incoming)	Custom (Task Mappings → Email Tasks)	—	Custom value selected in Task Mappings → Email Tasks
Track Links	Custom (Task Mappings → Email Tasks)	—	Null.
Track Opens	Custom (Task Mappings → Email Tasks)	—	Null.

Example of Completed Inbound "Email" Task

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

Call Tasks

Nooks logs reps' outbound calls from the Nooks Dialer, whether they originated from a Sequence, a one-off task, or a one-off dial. Nooks also logs inbound calls to reps' Nooks phone numbers. Inbound calls are only ever logged as Completed tasks; Nooks never creates an open Task for them, even under All Activities.

Nooks Field	Mapping Type	Salesforce Field API Name	Open Task Values	Completed Task Values
Account	Standard	`WhatId`	Attached to a Contact: the related Account. Attached to a Lead: null.	Attached to a Contact: the related Account. 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.	`Outbound` or `Inbound`
Calling Method	Custom (Task Mappings → Call Tasks)	—	Null.	`Power`, `Parallel`, or `One-off`
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`	Depends on your Integration User for Activity Logging setting.	Depends on your Integration User for Activity Logging setting.
Description	Standard	`Description`	Null.	`[<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 (Task Mappings → Call Tasks)	—	Null.	The disposition the user selected while logging the call.
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your Salesforce instance.	The default Task Priority Picklist Value in your Salesforce instance.
Prospect Number Dialed	Custom (Task Mappings → Call Tasks)	—	Null.	The destination phone number for the call.
Recording URL	Custom (Task Mappings → Call Tasks)	—	Null.	The URL to the Nooks call recording. Null for calls that were not recorded.
Sequence Name	Custom (Task Mappings → Call Tasks)	—	Null.	The name of the Sequence the call originated. Null for non-Sequence and inbound calls.
Status	Standard	`Status`	`Not Started`	`Completed`
Step Name	Custom (Task Mappings → Call Tasks)	—	Null.	The name of the originating Sequence step, formatted as `Step <#>`.
Subject	Standard	`Subject`	`[Nooks] [Activity: Call]`	`[Nooks Call] - <Call Disposition> - by <User Full Name>`
Task Owner	Standard	`OwnerId`	The Salesforce user corresponding to the Nooks user the task is assigned to.	The Salesforce user corresponding to the Nooks user the task is assigned to.
Task Subtype	Standard	`TaskSubtype`	`Call`	`Call`
Task Type	Custom	—	Custom value selected in Task Mappings → Call Tasks	Custom value selected in 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 users' outbound LinkedIn Connection Requests that originate from a Sequence step. These are always logged as completed; Nooks never creates an open Task for them, even under All Activities.

Nooks Field	Mapping Type	Salesforce Field API Name	Completed Task Values
Account	Standard	`WhatId`	Attached to a Contact: the related Account. Attached to a Lead: null.
Activity Date	Standard	`ActivityDate`	The date the request was sent.
Contact or Lead	Standard	`WhoId`	The Contact or Lead record for the prospect.
Created By	Standard	`CreatedById`	Depends on your Integration User for Activity Logging setting.
Description	Standard	`Description`	`LinkedIn connection request sent`
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your Salesforce instance.
Sequence Name	Custom (Task Mappings → LinkedIn Tasks)	—	The name of the Sequence the request was sent from.
Sequence Step	Custom (Task Mappings → LinkedIn Tasks)	—	The name of the originating Sequence step, formatted as `Step <#>`.
Status	Standard	`Status`	`Completed`
Subject	Standard	`Subject`	`[Nooks] [LinkedIn Connection Request] - <prospect name> [<Sequence Name>]`
Task Owner	Standard	`OwnerId`	The Salesforce user corresponding to the Nooks user the task is assigned to.
Task Subtype	Standard	`TaskSubtype`	`Task.`
Task Type	Custom (Task Mappings → LinkedIn Tasks)	—	Custom value selected in 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 users' outbound LinkedIn Messages sent from a Sequence step or as a one-off task. Once a user initiates a LinkedIn Message conversation from Nooks, Nooks logs any future Messages the user sends in the same thread (even if the user sends them directly from LinkedIn). Nooks also logs any inbound LinkedIn Messages that are replies in a LinkedIn Message conversation initiated from Nooks. These tasks are always logged as Completed; Nooks never creates an open Task for them, even under all Activities.

Nooks Field	Mapping Type	Salesforce Field API Name	Completed Task Values
Account	Standard	`WhatId`	Attached to a Contact: the related Account. Attached to a Lead: null.
Activity Date	Standard	`ActivityDate`	The date the message was sent.
Created By	Standard	`CreatedById`	Depends on your Integration User for Activity Logging setting.
Contact or Lead	Standard	`WhoId`	The Contact or Lead record for the prospect.
Description	Standard	`Description`	`<Sent or Received> at <date/time in UTC>`, followed by a blank line, then the message content, if available.
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your Salesforce instance.
Sequence Name	Custom (Task Mappings → LinkedIn Tasks)	—	The name of the Sequence the LinkedIn Message was sent from.
Sequence Step	Custom (Task Mappings → LinkedIn Tasks)	—	The name of the originating Sequence step, formatted as `Step <#>`.
Status	Standard	`Status`	`Completed`
Subject	Standard	`Subject`	Outbound: `[Nooks] [LinkedIn Message] [Outbound] - <prospect name> [<Sequence Name>]` Inbound: `[Nooks] [LinkedIn Message] [Outbound] - <prospect name>`
Task Owner	Standard	`OwnerId`	The Salesforce user corresponding to the Nooks user who sent the message.
Task Subtype	Standard	`TaskSubtype`	`Task`
Task Type	Custom (Task Mappings → LinkedIn Tasks)	—	Custom value selected in Task Mappings → LinkedIn Tasks

Example of Completed "LinkedIn Message" Task

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

SMS Messages

Nooks logs the SMS messages reps send and receive from Nooks, including manual and automated SMS from Sequences and one-off SMS messages. Inbound SMS are only ever logged as Completed tasks; Nooks never creates an Open task for them, even under All Activities.

Nooks Field	Mapping Type	Salesforce Field API Name	Open Task Values	Completed Task Values
Account	Standard	`WhatId`	Attached to a Contact: the related Account. Attached to a Lead: null.	Attached to a Contact: the related Account. Attached to a Lead: null.
Activity Date	Standard	`ActivityDate`	The date the task is due.	The date the SMS was sent.
Created By	Standard	`CreatedById`	Depends on your Integration User for Activity Logging setting.	Depends on your Integration User for Activity Logging setting.
Contact or Lead	Standard	`WhoId`	The Contact or Lead record for the prospect.	The Contact or Lead record for the prospect.
Description	Standard	`Description`	Any task notes on the SMS task in Nooks.	The body of the SMS message.
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your Salesforce instance.	The default Task Priority Picklist Value in your Salesforce instance.
Sequence Name	Custom (Task Mappings → SMS Tasks)	—	Null	The name of the Sequence the SMS was sent from.
Sequence Step	Custom (Task Mappings → SMS Tasks)	—	Null	The name of the originating Sequence step, formatted as `Step <#>`.
Status	Standard	`Status`	`Not Started`	`Completed`
Subject	Standard	`Subject`	`[Nooks] [Activity: SMS]`	Outbound: `[Nooks] [SMS] [Outbound] - <prospect name> [<Sequence Name>]` Inbound: `[Nooks] [SMS] [Inbound] - <prospect name>`
Task Owner	Standard	`OwnerId`	The Salesforce user corresponding to the Nooks user the task is assigned to.	The Salesforce user corresponding to the Nooks user the task is assigned to.
Task Subtype	Standard	`TaskSubtype`	`Task`	`Task`
Task Type	Custom (Task Mappings → SMS Tasks)	—	Custom value selected in Task Mappings → SMS Tasks.	Custom value selected in Task Mappings → SMS Tasks

Example of Completed "SMS" task.

Action Item Tasks

Nooks logs reps’ Sequence and one-off Action Item tasks.

Nooks Field	Mapping Type	Salesforce Field API Name	Open Task Value	Completed Task Value
Account	Standard	`WhatId`	Attached to a Contact: the related Account. Attached to a Lead: null.	Attached to a Contact: the related Account. 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`	Depends on your Integration User for Activity Logging setting.	Depends on your Integration User for Activity Logging setting.
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 recorded for the task when it was logged.
Priority	Standard	`Priority`	The default Task Priority Picklist Value in your Salesforce instance.	The default Task Priority Picklist Value in your Salesforce instance.
Sequence Name	Custom (Task Mappings → Basic Tasks Tasks)	—	Null.	The name of the Sequence the Action Item originated from.
Step Name	Custom (Task Mappings → Basic Tasks)	—	Null.	The name of the originating Sequence step, formatted as `Step <#>`.
Status	Standard	`Status`	`Not Started`	`Completed`
Subject	Standard	`Subject`	`[Nooks] [Activity: Other]`	`[Nooks] [Activity: Other]`
Task Owner	Standard	`OwnerId`	The Salesforce user corresponding to the Nooks user the task is assigned to.	The Salesforce user corresponding to the Nooks user the task is assigned to.
Task Subtype	Standard	`TaskSubtype`	`Task`	`Task`
Task Type	Custom	—	Custom value selected in Task Mappings → Basic Tasks	Custom value selected in 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 apply to 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.
Sequence Name and Sequence Step are always null for tasks that did not originate from a Sequence.

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

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

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 most reliable way to identify Nooks-created tasks in Salesforce reporting is the Subject field. Every Task Nooks creates contains "Nooks", which you can filter for in Salesforce reporting using Subject contains "Nooks". You may want to apply additional filters to include or exclude inbound or outbound activities, as both contain "Nooks" in the Subject field.

The table below shows the exact Subject format for each task type.

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] [Outbound] - <prospect name> [<Sequence name>]	[Nooks] [LinkedIn Message] [Outbound] - Samira Younes - [Q3 Target Accounts Re-Engage]
LinkedIn Message	Outbound	One-off follow-up task	[Nooks] [LinkedIn Message] [Outbound] - <prospect name>	[Nooks] [LinkedIn Message] [Outbound] - Emma Schneider
LinkedIn Message	Inbound	Prospect reply in conversation initiated from Nooks	[Nooks] [LinkedIn Message] [Inbound] - <prospect name>	[Nooks] [LinkedIn Message] [Inbound] - Ryan Jones
SMS	Outbound	Sequence step	[Nooks] [SMS] [Outbound] - <prospect name> [<sequence name>]	[Nooks] [SMS] [Outbound] - Ximena Alvarez [SMS Follow-up Sequence]
SMS	Outbound	One-off task	[Nooks] [SMS] [Outbound] - <prospect name>	[Nooks] [SMS] [Outbound] - Jennifer Seymour
SMS	Outbound	SMS page	[Nooks] [SMS] [Outbound] - <prospect name>	[Nooks] [SMS] [Outbound] - Niall Taylor
SMS	Inbound	Prospect reply to SMS sent from Nooks	[Nooks] [SMS] [Inbound] - <prospect name>	[Nooks] [SMS] [Inbound] - Harold Baker
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, filter your Salesforce report by:

Task.Subject contains “[Nooks] [Email Out]”
Task.TaskSubtype = “Email”
Task.Status = “Completed” (only necessary if Log Activities For = All Activities)

You can also filter on your team's custom-mapped Task Type (Outgoing) field (Task Mappings → Email Tasks). This filter should not change your results if you have already applied the filters above.