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Troubleshooting index Find the page that owns your symptom, and land on the check that most often fixes it. Before you start: The symptom, in your own words — rows are phrased the way problems are usually reported. For most fixes, an administrator role.
Alerts, reports and automations Symptom Most likely cause Go to Nothing is sending The job was created switched off. The ordered checklist A run shows green and no email arrived No Email Engine connected — sending is fail-closed. Fail-closed Texts never arrive The tag has no phone numbers, or a Twilio secret is missing. A tag with nobody on it Row says secrets missing The vault name is not an exact match. Secret Vault A new job will not save An identical job already exists. Scheduled jobs Jobs stopped mid-day The workspace hit 100 job runs for the day. Scheduled jobs My report ignores my wording Lead Summary and Pipeline Health build their own. Report types
People and access Symptom Most likely cause Go to An agent sees no leads No scoped tags, or Match mode All. Scope an agent Everyone is locked out The workspace was suspended over an unpaid invoice. Suspension API keys stopped working The same suspension. Suspension SSO setup fails with a redirect error The issuer is a console URL. Two fields people get wrong An app was approved but every call is refused Application access is not enabled for the workspace. When access fails An app can no longer save anything Its storage allowance is full. Application storage The security log export was refused One export a minute, shared by CSV and JSON. Security log
Integrations Symptom Most likely cause Go to Leads aren't in the CRM The sync job is off, or its tag filter matched nothing. Connect a CRM → Troubleshoot A synced Salesforce lead looks empty The fields are not on your Lead page layout. Salesforce A synced HubSpot contact looks empty The properties are not on the record view. HubSpot A rep isn't getting CRM work They are not in the CRM, or their account is disabled. In CRM chips Expected value is blank No closed deals pulled, or none mapped to a line. CRM Insights → Troubleshoot
Leads and data Symptom Most likely cause Go to The Clearing Pool is empty Nothing processed yet — the correct state for a new workspace. Working Leads → Troubleshoot A tag never appears The rule names a field that is not on the list. Lead Tags → Troubleshoot A custom signal is blank The field is not arriving under that exact name. Custom Signals → Troubleshoot No Website Journey card The agent's tools are not registered. Tool evidence An agent is missing from the Analytical Hub It produced no lead in the period you picked. Analytical Hub → Troubleshoot A customer has no profile Only one conversation so far — correct. Customer Profiles → Troubleshoot You'll know it worked: You land on the section that owns your symptom, and its first check is the one that is the cause most often. If no row fits, the How Routing Works diagram shows the three places a send fails silently.