When something is wrong

Start at the Overview. Needs attention lists what Signalbox knows is wrong, with a link to the screen that fixes it.

The form is not on the Forms screen, or shows no page

• The tag is not on the page. View the page’s source and look for signalbox.js.
• The site is not on the Sites list, or is listed with www and visited without it. Add the exact address.
• A Content Security Policy is blocking the tag. See A site with a Content Security Policy.
• The form was added to HubSpot after the last sync. Press Sync now on Settings.

Visitors see the form’s own thank-you, not the calendar

Each of these leaves the page as it was, on purpose:

• Listen to this form is off, or the form has no flow, or the flow is a draft or paused.
• HubSpot is not connected, or the connection is lost.
• The flow ended without showing anything. Open the lead and read its trace.
• Nobody in the queue was free. A rep needs a calendar connected on Team, must be active in the queue, and must not be out of office.
• Signalbox took more than three seconds. The lead is still routed; the visitor is not kept waiting.

The calendar shows no times

• The rep’s calendar has none free in the days shown. Scheduler sets how many days are shown and how soon the first slot may be.
• It is outside working hours for every day shown. Scheduler sets the workspace’s hours, and Team a rep’s own.
• The rep’s calendar is not connected, or needs connecting again. Team says which. Send the rep a new link.

A lead “needs attention”

A step did not work and the flow carried on. The lead’s trace names the step and says why. Common ones:

• “No task was made” or “No deal was made”: HubSpot refused the write. The message gives HubSpot’s answer.
• “No Slack channel is set”: add one on Settings.
• “Nobody in the queue was free”: see above.

Two deals for one lead

HubSpot’s own workflow is still creating a deal. See Turn off HubSpot’s own deal workflow.

Still stuck

Send us the lead’s id from the Leads screen. The trace tells us the rest.