Skip to main content
First Touch provides custom actions that integrate directly into HubSpot’s Automation > Workflows tool. This allows you to orchestrate sophisticated outreach sequences based on HubSpot triggers (e.g., “Form Submission”, “Lead Status Change”, or “Deal Stage Update”).
Crucial Prerequisite: To enroll a contact into a flow via HubSpot, the Flow Plan in First Touch must be configured with a “Manual Audience” source. Flows attached to “Signals” (like Website Traffic) or “HubSpot Lists” will not appear in the workflow action dropdown.

​
Setting up an Action

1

Create a Workflow

In HubSpot, navigate to Automation > Workflows. Create a new Contact-based workflow (First Touch actions currently support the Contact object).
2

Add an Action

Click the + (plus) icon to add a step.
3

Select First Touch

In the side panel, scroll down to the “Integrated apps” section and select First Touch.Selecting First Touch in HubSpot Workflows
4

Configure Action

Choose one of the available actions (detailed below).
  • For Enrollment: You must select a specific Manual Flow Plan from the dropdown menu.
  • For LinkedIn Actions: You must select a Sender (either “Contact Owner” to map dynamically, or a specific manual user).
5

Save

Click Save. When the workflow runs, First Touch will automatically process the contact according to your Flow Plan settings (including exclusion checks and credit usage).

​
Available Actions

You can mix and match these actions to build complex nurture sequences.
Action NameDescription & Configuration
Enroll Contact into First Touch FlowAdds the contact to a specific First Touch sequence.
Config: Select First Touch Flow (Manual Audience flows only).
Unenroll ContactImmediately removes the contact from any active First Touch flow. Useful for “Stop” triggers (e.g., when a Deal is created).
Config: None required.
Visit LinkedIn ProfileInstructs the assigned LinkedIn account to visit the prospect’s profile (soft touch).
Config: Assign LinkedIn Sender.
Send Connection RequestSends a LinkedIn connection request. Includes auto-withdrawal logic if not accepted in 14 days.
Config: Assign LinkedIn Sender.
Send LinkedIn MessageSends a DM to a 1st-degree connection.
Config: Assign LinkedIn Sender.

​
Behavior & Logic

​
Ownership Mapping

When a HubSpot workflow triggers an action, First Touch attempts to assign the task to the correct team member based on the HubSpot Contact Owner.
  • If the HubSpot Owner exists in First Touch (matched by email), the action is assigned to them.
  • If the Owner is missing or not mapped, First Touch falls back to the “When owner is not from your team” setting defined in your Flow Plan (e.g., Round Robin assignment).

​
LinkedIn Action Dependencies

The Send LinkedIn Message action has built-in safety logic:
  1. Connection Check: The system checks if the prospect is a 1st-degree connection.
  2. Wait Logic: If they are not connected (e.g., a connection request is still pending), the message action will generally wait or fail safely depending on your flow configuration. It is best practice to place a “Delay” or check connection status before sending messages.
  3. URL Enrichment: If the HubSpot contact lacks a value in hs_linkedin_url, First Touch will attempt to enrich this field automatically before executing the action.