CRM Safety Net Support
Troubleshooting guidance and email support for CRM Safety Net.
Email support
CRM Safety Net support is available in English by email at [email protected].
For faster troubleshooting, include your HubSpot portal ID, a short description of what you expected to happen, what happened instead, and a screenshot if one is available. Do not email passwords, payment card numbers, or other sensitive credentials.
Common troubleshooting
The app page will not load
Confirm CRM Safety Net is still installed in HubSpot and that the user has access to the connected app. Refresh HubSpot and reopen the app. If the issue continues, contact support with the portal ID and screenshot.
A deal is not being flagged
Review the enabled checks in CRM Safety Net Settings. Confirm the deal is still open and that the relevant HubSpot properties contain the data expected for the check. For gone-quiet checks, confirm the configured inactivity threshold.
My plan has not refreshed after checkout
Return to CRM Safety Net Settings and use Refresh plan. If Pro does not appear after a short delay, contact support and include the HubSpot portal ID and approximate checkout time. Do not send payment card details.
I am not receiving daily digests
Confirm the account is on Pro, Daily Safety Net digest is enabled, and the digest email is correct. Digests are sent when automatic monitoring finds deals that need attention; a clean pipeline may not generate a message.
Documentation and billing
See the setup guide for installation and configuration. See pricing for Free and Pro plan details.
Privacy and legal
See the CRM Safety Net Privacy Policy and CRM Safety Net Terms of Service.
