Hubspot sequences issue playbook

Troubleshooting HubSpot sequences in the Nooks Dialer.

No sequences appear in the dropdown:

• If you see the banner "Open Hubspot in a new tab to access sequences", open HubSpot in a new browser tab, then return to Nooks and refresh.

• If there's no banner, refresh the Nooks page.

No tasks appear, or some tasks are missing, when you select a sequence:

• Nooks loads only call tasks (not email tasks), up to 1,000 at a time. If your sequence has more, use the load-more option next to the task count at the top of the dial list.

• The task must be due now in HubSpot; tasks that aren't due yet are hidden.

• The task must be assigned to you in HubSpot.

• The task must not be completed in HubSpot.

• Check that you selected the same sequence in Nooks and in HubSpot.

• The contact needs a valid phone number; tasks without a callable number can't be dialed and are shown in the Uncallable section instead of with your dialable tasks.

If tasks are still missing after these checks, contact Nooks support with the sequence name and one example contact.