Skip to main content

Connect Wiza to Nooks and add contacts to sequences

Connect Nooks with Salesforce or HubSpot as your primary integration, then add Wiza contacts to Nooks sequences.

w
Written by wiza bot

Wiza can sync contacts to your primary CRM and then add those CRM records to a Nooks sequence. Your primary integration must be Salesforce or HubSpot.

Before you start

  • Connect Salesforce or HubSpot to Wiza and set it as your Primary integration. See our Salesforce setup guide or HubSpot setup guide.

  • Make sure your Nooks account can access the sequence you want to use.

  • If integration access is restricted in Wiza, ask an admin to connect or manage integrations.

Connect Nooks

  1. In Wiza, select Integrate.

  2. Make sure Salesforce or HubSpot is connected and its Primary toggle is on.

  3. On the Nooks card, select Connect.

  4. Sign in to Nooks and approve the connection.

  5. Return to Wiza and make sure Nooks shows as connected.

Add contacts to a Nooks sequence when you create a list

  1. Start creating a contact list in Wiza.

  2. In the list settings, turn on Add to Nooks Sequence after CRM sync.

  3. Select a Nooks sequence.

  4. If Wiza shows the Send emails from field, select a mailbox.

  5. Finish creating the list.

Wiza syncs the contacts to your primary CRM first. It then adds them to the selected Nooks sequence.

Add contacts from an existing list

  1. Open the Wiza list and select Sync.

  2. Choose the contacts or segment to sync.

  3. Under Add to Nooks Sequence, select a sequence.

  4. If Wiza shows the Send emails from field, select a mailbox.

  5. Select Start Sync.

Add one contact from Wiza Prospect or the browser extension

  1. Open the contact in Wiza Prospect or the Wiza browser extension.

  2. Select Add to Sequence.

  3. Select a Nooks sequence.

  4. If Wiza shows the Send emails from field, select a mailbox.

  5. Select Start Sync.

Wiza syncs the contact to your primary CRM first, then adds it to Nooks. If the contact is already in the selected sequence, Wiza skips the duplicate enrollment.

Troubleshooting

  • Nooks is disabled, or Wiza says “One more step”: Connect Salesforce or HubSpot and turn on its Primary toggle.

  • Your sequence does not appear: Make sure the connected Nooks account can access that sequence. Reconnect the Nooks account that owns it if needed.

  • Wiza cannot add contacts: Check the sync status in Wiza. If the Nooks connection needs attention, reconnect Nooks from the Integrate page.

Did this answer your question?

Related Articles