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First Touch allows you to operationalize outbound sales directly inside your HubSpot portal. By connecting your account, you can trigger actions from Workflows, enrich contact data, and log activity to your Contact Timeline.
Prerequisites:
  • HubSpot Permissions: Super Admin or App Marketplace access.
  • First Touch Account: You can create one during the setup process.

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1. Installation

Follow these steps to authorize the secure connection between First Touch and HubSpot.
1

Log In

Log in to your First Touch dashboard at app.firsttouch.ai.
2

Navigate to Integrations

Go to Team Settings > Integrations.
3

Connect HubSpot

Locate the HubSpot integration card and click the ‘Connect’ button.
4

Authorize

You will be redirected to HubSpot. Select your account and click ‘Approve’.
HubSpot OAuth Screen

The HubSpot authorization screen requesting access to Contacts, Timeline, and Workflows.

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2. Configuration

To use First Touch effectively, you must enable the UI App Card on your Contact records. This card is where your team will approve drafted messages.
  1. Navigate to any Contact Record in HubSpot.
  2. Click the Customize record link (usually located in the top-right header or settings gear).
  3. Select the view you wish to edit (e.g., “Default View”).
  4. In the editor sidebar, click Add cards.
  5. Search for “First Touch UI App Card”.
  6. Check the box to add it to your view and click Save.

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3. Usage

First Touch works by pushing prospects from HubSpot into outbound campaigns. You can trigger this via Workflows/Segments, manage it via the UI Card, and track it via the Timeline.

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Enroll Contacts

There are two primary ways to push prospects into First Touch:

Workflow Action Card

Best for: AutomationTrigger enrollment based on lead score, form fills, or page views.
  1. In a Contact Workflow, add an action.
  2. Scroll to “Integrated Apps” > First Touch.
  3. Select Enroll Contact into Flow.

Segments / Lists

Best for: Bulk Enrollment
  1. Use HubSpot Lists to define your audience.
  2. Sync these lists directly via First Touch audiences inside the First Touch Webapp.

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Manage Actions (UI App Card)

When a workflow step requires manual approval, it appears in the First Touch UI App Card on the contact record.
  • Review & Edit: Check the drafted message content.
  • Approve/Reject: Execute the outbound action directly from the card.

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Activity Timeline

Once an action is executed, it is automatically logged. You will see events like “Connection Request Sent” or “Message Sent” on the contact’s Activity Timeline.
HubSpot UI extension

The First Touch UI App Card managing approvals and logging events to the timeline.

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4. Uninstalling

If you need to disconnect the integration, you must remove it from your HubSpot portal settings. Instructions: To uninstall, go to HubSpot Settings > Integrations > Connected Apps. Find First Touch, click ‘Actions’, and select ‘Uninstall’.
Uninstalling the app will stop all active First Touch workflows and prevent further data syncing. Historical data logged to the timeline will remain.