Unable to create Sequences despite having Sales Seat and connected Inbox

DKushnir
Member

Hi HubSpot Community,

I am running into an issue where I cannot create a new Sequence, even though it seems I have all the necessary requirements.

Here is my current setup:

  • Portal Plan: Sales Hub Professional.

  • My User Seat: My admin confirmed that I have a Sales Hub Professional Seat assigned (not just a Core seat).

  • Inbox: My personal inbox is successfully connected in Settings > General > Email.

  • Permissions: My admin states that I have access to CRM tools.

The Problem:
When I go to Automation > Sequences, the "Create Sequence" button is grayed out (or inactive), and I cannot click it.

My Question:
Is there a specific granular permission setting under "CRM Tools" that my admin might have missed? Or is there another reason why a user with a paid seat and connected inbox would be blocked from creating sequences?

Any advice on what specific setting to check would be appreciated.

Thanks!

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @DKushnir,

 

CRM Tools are not sufficient in terms of permissions, can you confirm with your admin that you have Sequence permissions?

 

karstenkoehler_0-1764074323885.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@DKushnir can you ask them to pass on a screenshot of your permissions (like mine)?

 

If you want to create sequences, you need the edit toggle enabled.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @DKushnir,

 

CRM Tools are not sufficient in terms of permissions, can you confirm with your admin that you have Sequence permissions?

 

karstenkoehler_0-1764074323885.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
DKushnir
Member
Thanks for the reply!

My Admin claims he gave me all Sequence permissions.
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@DKushnir can you ask them to pass on a screenshot of your permissions (like mine)?

 

If you want to create sequences, you need the edit toggle enabled.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes