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.
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.
Reconnect from Surfe (side panel).
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.