HubSpot permissions to activate HubSpot sequences with Surfe

How to Turn On Your Sequence Permissions in HubSpot

If you need to activate Sequence permissions, follow these steps or contact your CRM admin for assistance.

Go to “Sales” -> “Sequences in your HubSpot CRM” -> Make sure Sequences are turned on -> “Enable Bulk Enroll in Sequences” to add multiple contacts at once.

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Ensure that your HubSpot paid plan is correctly assigned to your profile.

Important: To use this feature, the user must have an assigned Sales Hub Professional or Enterprise or Service Hub Professional or Enterprise

Also automation.sequences.enrollments.write and automation.sequences.read scopes are required.

Head to “Settings” -> Click on “Users & Terms” -> Find and select the user you want.

Go to the Access section -> “Choose Seat” to complete the process!

Note: Super Admins role is no longer required to enable Sequences.
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​Reconnect from Surfe (side panel).
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​NOTE
​Surfe supports only one sales enablement tool at a time. To avoid conflicts, ensure that if you are using Lemlist, Salesloft or Outreach simultaneously, they are deactivated in your Surfe Dashboard.
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Learn more about HubSpot sequences here.
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​Explore HubSpot permissions to integrate with Surfe.