Installation & Setup

Follow this comprehensive guide to install AutoSeq and connect it to your HubSpot account.

Prerequisites

Before you begin, make sure you have:

✅ HubSpot Requirements

  • • Sales Hub Pro subscription
  • • Admin or Super Admin access
  • • At least one active sequence
  • • Connected email inbox

✅ Team Readiness

  • • List of who should have access
  • • Workflow automation plan
  • • 10-15 minutes for setup
Important
You must have Admin or Super Admin permissions in HubSpot to connect AutoSeq. Users with lower permissions cannot authorize the app.

Installation Steps

1

Create Your AutoSeq Account

Go to dashboard.autoseq.com and click "Get Started Free". Enter your email address and create a secure password.

💡Use the same email address that you use for HubSpot to keep everything organized.
2

Verify Your Email

Check your inbox for a verification email from AutoSeq. Click the verification link to activate your account.

💡Can't find the email? Check your spam folder. Still missing? Click "Resend verification email" on the login page.
3

Connect Your HubSpot Portal

After logging in, you'll see a "Connect HubSpot" button. Click it to start the OAuth authorization flow.

4

Authorize AutoSeq in HubSpot

You'll be redirected to HubSpot. Review the requested permissions and click "Connect app" to authorize AutoSeq.

💡Make sure you're logged into the correct HubSpot portal. If you have multiple portals, double-check the portal name at the top.
5

Return to AutoSeq Dashboard

After authorization, you'll automatically return to AutoSeq. Your HubSpot portal is now connected!

6

Complete Initial Data Sync

AutoSeq will automatically sync your sequences, users, and mailboxes from HubSpot. This usually takes 10-30 seconds.

What Gets Synced?

When you connect HubSpot, AutoSeq automatically syncs the following data:

Sequences

  • Active sequences you own or have access to
  • Sequence names and descriptions
  • Sequence IDs for enrollment
Good to Know
Archived sequences are NOT synced. If you need an archived sequence, unarchive it in HubSpot first, then click "Sync Data" in AutoSeq.

Users

  • Users with Sales Hub Pro access
  • User names and email addresses
  • Connected email inboxes
  • Primary vs. secondary email addresses
Pro Tip
If a team member is missing from AutoSeq, check their HubSpot license. They need Sales Hub Pro (or higher) to appear in the user list.

Mailboxes

  • Primary email inbox for each user
  • Additional connected inboxes
  • Inbox types (Gmail, Outlook, etc.)

HubSpot Permissions Explained

When you authorize AutoSeq, you're granting these permissions:

Permission Why It's Needed
Read sequences To display your sequences in the action dropdown
Enroll contacts in sequences To automatically add contacts to sequences
Read users To show available users and mailboxes
Read contacts To access contact emails for enrollment
Privacy & Security
AutoSeq only reads the data needed to perform enrollments. We never store your sequence content, contact data, or email messages. Learn more about data security →

After Installation

1. Verify Your Connection

After connecting, you should see:

  • ✅ Green "Connected" status with your portal name
  • ✅ Your sequences listed in the Sequences section
  • ✅ Team members with Sales Hub Pro in the Users section

2. Set Up Your Workspace

AutoSeq creates a default workspace for you. You can:

  • Rename it to something meaningful (e.g., "Sales Team Q1 2025")
  • Create additional workspaces for different teams or campaigns
  • Set your default workspace for quick access

3. Invite Team Members (Optional)

If you want other people to access AutoSeq analytics:

  1. Go to Workspace Settings
  2. Click "Invite Members"
  3. Enter their email addresses
  4. Set their role (Admin or Member)
Pro Tip
Team members don't need AutoSeq access to be assigned sequences. They only need access if they want to view analytics or manage rotations.

Troubleshooting Installation

Can't Connect HubSpot - OAuth Error

Symptoms: Error message during authorization or redirect fails

Common causes:

  • Not logged into HubSpot in the same browser
  • Popup blocker preventing OAuth window
  • Using a different HubSpot account than intended

Solutions:

  1. Clear your browser cache and cookies
  2. Disable popup blockers for dashboard.autoseq.com
  3. Log out of all HubSpot accounts, then log into the correct one
  4. Try a different browser (Chrome recommended)

Permission Denied Error

Symptoms: "You don't have permission to authorize apps" message

Cause: You don't have Admin or Super Admin access in HubSpot

Solution: Ask your HubSpot admin to either:

  • Upgrade your permissions temporarily to install AutoSeq
  • Install AutoSeq for you using their admin account

No Sequences Showing Up

Symptoms: AutoSeq connected but sequences list is empty

Common causes:

  • All your sequences are archived
  • You don't own or have access to any sequences
  • Sync hasn't completed yet

Solutions:

  1. Go to HubSpot → Sequences and make sure you have active sequences
  2. Unarchive any sequences you need
  3. Wait 30 seconds after connection, then click "Sync Data" in AutoSeq
  4. Check sequence permissions in HubSpot settings

Team Members Missing

Symptoms: Expected users not appearing in mailbox dropdown

Cause: Users don't have Sales Hub Pro license or haven't connected email

Solution:

  1. Go to HubSpot → Settings → Users & Teams
  2. Verify the user has "Sales Hub Pro" license
  3. Check that they've connected their email inbox in HubSpot
  4. Click "Sync Data" in AutoSeq after making changes

Data Security & Privacy

What We Store

  • ✅ Sequence IDs and names (for displaying in dropdown)
  • ✅ User IDs and names (for mailbox assignment)
  • ✅ Execution logs (for analytics and billing)
  • ✅ Inbox rotation configurations (your settings)

What We DON'T Store

  • ❌ Sequence email content
  • ❌ Contact personal information
  • ❌ Email messages or replies
  • ❌ Deal or company data

Data Transmission

  • All connections use HTTPS encryption
  • OAuth tokens are encrypted at rest
  • Data is stored in secure Google Cloud infrastructure
  • We're GDPR and SOC 2 compliant
Success
Your data security is our top priority. We only access what's necessary to perform enrollments and never share your data with third parties.

Disconnecting HubSpot

If you need to disconnect your HubSpot portal:

  1. Go to AutoSeq → Settings → Integrations
  2. Click "Disconnect HubSpot"
  3. Confirm the disconnection

What happens when you disconnect:

  • Active workflows will stop enrolling contacts
  • Existing enrollments in HubSpot continue (not affected)
  • Your AutoSeq data (analytics, settings) is preserved
  • You can reconnect the same or different portal anytime

Next Steps

Now that AutoSeq is installed, here's what to do next:

Quick Start Guide →
Create your first automated enrollment in 5 minutes
Set Up Inbox Rotation →
Distribute enrollments across your team
Create Your First Workflow →
Step-by-step workflow creation guide