Support

Before you write in

Most questions are answered in one of these.

Common issues

A new Contact or Deal wasn't assigned

Check that a pool is active for that object type, and that at least one member was inside their working hours and not marked out-of-office when the record was created. Records that already had an owner are left alone by design. The activity log in the app's settings screen shows the decision for every record, including why someone was skipped.

The Add member button is disabled

Your pool has reached the member cap for your plan: 3 on Free, 10 on Starter, 25 on Growth. Upgrade from the Billing tab to add more.

SLA escalation isn't firing

SLA escalation is available on Starter and Growth. Make sure an SLA window is set on the pool, and note that escalation only happens if no engagement (call, email, meeting, note, or task) was logged on the record within that window.

I need Contacts and Deals pools running at the same time

Running both object types simultaneously is a Growth plan feature. Free and Starter can run one object type at a time.

Uninstalling and data deletion

Uninstalling the app from HubSpot revokes its access to your portal immediately. To have your remaining data deleted, send us a request using the form below or by email.