Skip to main content
Every Flow Plan starts with a source. This determines how contacts become eligible for the workflow.

​
Source Types

HubSpot segment (list)

Use a HubSpot list when you want a synced audience source.

CSV file

Import a one-time list and map the columns before saving.

Sales Navigator

Import contacts from a Sales Navigator URL.

HubSpot workflow / Chrome extension

Create a Direct Enrollment Audience for authenticated one-contact enrollment requests from either supported surface.

Choose existing audience

Reuse an audience that already exists in First Touch.

​
How to Choose

  • Use CSV file for a fixed imported list.
  • Use HubSpot segment (list) for a synced list.
  • Use Choose existing audience if the audience already exists in First Touch.
  • Use Sales Navigator for LinkedIn list imports.
  • Use HubSpot workflow / Chrome extension when contacts should be added one at a time. This option creates a Direct Enrollment Audience; it is not a bulk import.

​
Notes

  • Some source types require a connected HubSpot account.
  • Sales Navigator imports require an eligible LinkedIn or Sales Navigator setup.
  • Source choice is separate from enrollment mode. Configure Manual, Auto-enroll new, or Auto-enroll all from the Flow Plan’s Enrollments view where supported.