If you’re trying to connect Orum—a power dialer for sales teams (more here)—to HubSpot and running into roadblocks, you’re not alone. The integration is supposed to make your life easier, not bury you in error messages and vague help docs. This guide’s for sales ops, admins, and anyone who just wants their dialer and CRM to actually talk to each other. Let’s cut through the noise and fix what’s broken.
1. Check the Basics (Don’t Skip This)
Yeah, it’s boring. But you’d be surprised how many “weird bugs” come down to simple stuff. Before you dive into advanced troubleshooting, run through these:
- Are you using the right account? Make sure you’re logged into HubSpot with an account that has admin permissions. Same goes for Orum.
- Is your HubSpot subscription supported? Orum’s integration only works with certain HubSpot plans. If you’re on the free plan, save yourself the headache—it won’t work.
- Browser issues: Clear your cache, disable aggressive ad blockers, and try Chrome or Edge. Orum and HubSpot both get cranky with niche browsers or old versions.
Pro tip: If you’re using incognito mode or a privacy-focused browser, try disabling extensions. Sometimes they block the authentication pop-ups needed for OAuth.
2. Authentication Woes: Connection Just Won’t Stick
If you keep seeing “Failed to connect” or Orum keeps dropping the HubSpot connection, start here:
Step 1: Re-authenticate
- Go to Orum’s settings and disconnect HubSpot.
- Log out of both Orum and HubSpot in your browser.
- Log back into HubSpot first, then Orum.
- Try connecting again.
Step 2: Check HubSpot App Permissions
When you connect Orum, HubSpot should prompt you to grant permissions. If you clicked “Deny” (or just X’d out of that pop-up), the integration won’t work.
- Head to your HubSpot connected apps: Settings > Integrations > Connected Apps.
- Find Orum. If it’s missing, reconnect from Orum’s side.
- If it’s there, click to review permissions. If anything looks off, remove the app and reconnect.
Step 3: Look for Security Blocks
Some companies use SSO or custom security policies that block third-party integrations.
- Ask your IT team if there are firewall or SSO rules blocking Orum.
- Whitelist Orum’s domains if needed (ask Orum support for the list—they’ll have it).
What to ignore: Don’t waste time rebooting your computer or reinstalling Chrome. This is almost always an account or permissions problem.
3. Data Not Syncing or Showing Up
So you’re connected, but calls don’t log, notes are missing, or records aren’t updating in HubSpot. Here’s what actually matters:
Step 1: Confirm Mapping Settings
Orum needs to know what HubSpot objects to sync with (Contacts, Deals, etc). If your mapping’s off, nothing will show up.
- In Orum, check your integration settings. Make sure you’ve selected the right HubSpot lists or views as your call source.
- Are you expecting call logs to show up in a custom field or object? Orum only pushes data to standard objects unless you set up API workarounds.
Step 2: Field Permissions
Even admins can get tripped up by this. If HubSpot fields are hidden, read-only, or locked down by field-level permissions, Orum can’t write to them.
- In HubSpot, review field-level permissions for your integration user.
- Open a record in HubSpot, and try editing the fields Orum should be updating. If you can’t, neither can Orum.
Step 3: Check for Filtering and List Issues
Orum pulls from lists or views you specify. If your lists are empty, filtered incorrectly, or use criteria Orum doesn’t support, nothing will sync.
- Double-check your HubSpot filters. Are you using criteria Orum recognizes (e.g., standard fields, not custom logic)?
- Test with a simple, unfiltered view as a control.
Pro tip: Some custom fields or objects in HubSpot won’t sync to Orum without extra config. If you’re not seeing the fields you want, you may be out of luck unless you get into API scripting (which is overkill for most teams).
4. Call Logging Problems
If calls aren’t logging in HubSpot, or they’re logging with missing details:
Step 1: Double-Check Logging Settings in Orum
Orum has settings for what gets logged (call outcome, notes, call recording link, etc). Make sure logging is on, and you’ve set the right objects (usually Contact or Deal).
Step 2: Note HubSpot’s Logging Delays
HubSpot isn’t always real-time. Sometimes it takes a few minutes for Orum’s logged calls to show up in the timeline. Don’t panic if you don’t see them instantly.
Step 3: Avoid Using Multiple Users for Testing
If you’re testing with multiple users or accounts, check that each one is connected to the right HubSpot account. Orum might log calls under whoever’s connected, not necessarily the person who made the call.
What doesn’t work: Logging out and back in rarely fixes logging delays. If Orum says the call was logged, but you don’t see it after 10-15 minutes, it’s likely a mapping or permissions issue—not a glitch.
5. Duplicate Records and Sync Loops
This one’s a headache. You connect Orum, and suddenly HubSpot starts filling up with duplicate contacts or activities.
- Don’t blame Orum alone: This usually happens when both Orum and another tool (like your CRM or marketing automation system) are set to “create new Contacts if missing.” Make sure only one integration is in charge of creating new records.
- Check matching logic: Orum uses email addresses to match contacts. If your data is messy (multiple records with the same phone, blank emails), expect trouble.
- No magic fix: You’ll need to clean up your data in HubSpot, and possibly turn off auto-create in one tool.
Pro tip: Use HubSpot’s deduplication tool regularly, especially after big list uploads or integration changes.
6. Integration “Just Broke” After It Was Working
Sometimes, after weeks of working fine, the integration just stops. Here’s what to check:
- HubSpot user was deactivated: If the user account that set up the integration is deleted or loses permissions, the connection will break.
- Expired tokens: OAuth tokens can expire. Re-authenticate from Orum’s integration settings.
- HubSpot API limits: If you’re running lots of integrations, you might hit HubSpot’s API quota. If you see “429 Too Many Requests” errors, wait an hour and try again.
Don’t bother: Reinstalling Orum won’t help with API limits or deactivated accounts.
7. When to Contact Support (And What to Send)
If you’ve tried all of the above and you’re still stuck, it’s time to reach out to support. Do yourself a favor and include this info in your first message:
- Screenshots of error messages (don’t just say “it’s broken”)
- The exact steps you followed
- Which users are affected (all, some, just you?)
- When the issue started (after an update? random?)
- Any relevant logs from Orum (you can usually export these)
Pro tip: The more detailed you are, the less back-and-forth you’ll have to do.
What to Ignore (Mostly)
- Random browser restarts rarely fix integration issues.
- Clearing all cookies might help with authentication, but it won’t fix mapping or data problems.
- Generic “reset” buttons: Some tools let you “reset integration.” This usually just disconnects and reconnects—no harm, but don’t expect miracles.
Keep It Simple and Iterate
You don’t need to be a developer to get Orum and HubSpot playing nicely, but you do need to be methodical. Start with the basics, check permissions, and don’t get sidetracked by random “fixes” that don’t actually address the root cause. If something’s not working, break it down: is it a connection problem, a data mapping issue, or a logging delay? Solve one thing at a time.
And remember: no integration is perfect. Keep things as simple as possible, document what works for your team, and don’t be afraid to ask for help when you hit a wall. It’s supposed to make your job easier, not harder.