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Use flow settings to control how a flow assigns work, enriches data, and syncs with CRM.

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Data Enrichment

Flow settings can include enrichment options such as:
  • contact social profile enrichment
  • company social profile enrichment
  • email enrichment
  • phone enrichment

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Exclusion Lists

Use Check exclusion lists to make the flow respect your configured exclusions. When enabled, First Touch checks prospects against your contact, company, and synced HubSpot exclusions before outreach.

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Ownership Assignment

Ownership settings control who works each contact. Common patterns include:
  • CRM owner mapping
  • round-robin assignment
  • handling unowned accounts

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CRM Integration

When HubSpot is connected, flow settings can also control CRM task creation and record enrichment.

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Email Tracking

Flow settings can include email tracking controls such as click tracking.