Sync and Filter by Sequences

As of November 8, 2024, recent changes to HubSpot’s API now allow Orum to officially connect with sequences!

This update enables users to load specific sequences by name and filter call tasks by sequence name and sequence step. The integration now requires expanded permissions to fetch and read sequences, which must be reauthorized by a Super Admin in your HubSpot instance.

🚨Before moving forward, please ensure that you have the correct permissions set for users, specifically for the Sales Hub and Sequences. 

Important: Super Admin Action Required

Please note that until the reauthorization is complete, users will not be able to log in to Orum. Follow these steps to ensure uninterrupted access for all users.

Reauthorization Steps

1. Log in to Orum.

2. Reauthorize the Connection: A prompt will appear asking the Super Admin to reauthorize Orum’s connection to your HubSpot instance. Click Connect App.

3. Grant Permission for Sequences: After reauthorizing, another prompt may request permission for Orum to fetch and read sequences. Approving this step enables Orum to sync sequence data.

   Note: Non-Super Admins will be unable to log in or complete the process until a Super Admin reauthorizes the integration.

   

Troubleshooting

If you experience issues after reauthorizing, it could be due to missing “App Marketplace” permissions.

Ensure “App Marketplace access” is turned on by navigating to:

• Account Management > Users & Teams > Edit permissions

For detailed guidance, refer to HubSpot’s documentation on creating or editing permission sets.

How to Load and Filter HubSpot Sequences in Orum

Once permissions are granted, follow these steps to start using sequence-based tasks within Orum:

1. Open the List Dropdown

   Click on the list selection dropdown to view your options:

   • All due tasks
   • All one-off due tasks
   • All sequence due tasks

   You can also search for a specific sequence by name.

   

2. Select “All Sequence Due Tasks”

   Choose this option to call down all your sequence-based tasks or search for a specific sequence by name.

   

3. Add Sequence Fields to Display

   Navigate to Personal Settings, then add “Task Sequence Name” and “Task Sequence Step” in the Displayed HubSpot Fields section. Click Save, then Close.

   🚨 Not seeing this in Personal Settings? Make sure the Super Admin of your HubSpot instance has reauthorized the connect. Also, try logging out of Orum and back in.

   

   

4. Apply Filters

   Open the Filter panel and select the specific sequence names and/or steps you wish to filter. Click Apply Filter to finalize.

   

5. Confirm Filtered List

   Verify that your task list displays only the filtered sequences and steps as selected.

   

All set! You’re now ready to call down your HubSpot sequence call tasks directly in Orum.