The standard First Touch workflow action is available for contact-based HubSpot workflows. Make sure the First Touch flow you want to use is already set up and available to your team before configuring the HubSpot step.
Setting up an Action
Create a Workflow
In HubSpot, navigate to Automation > Workflows. Create a new Contact-based workflow (First Touch actions currently support the Contact object).
Select First Touch
In the side panel, scroll down to the “Integrated apps” section and select First Touch.
Configure Action
Choose one of the available actions (detailed below).
- For enrollment: Select the First Touch flow you want HubSpot to send contacts into.
- For LinkedIn custom actions: Select a sender strategy. If you choose manual, you must also choose the LinkedIn account to use.
- For connection requests: You can optionally supply the note that First Touch should use for the request.
Available Actions
You can mix and match these actions inside HubSpot workflows.| Action Name | Description & Configuration |
|---|---|
| Enroll Contact into First Touch Flow | Adds the HubSpot contact to the selected First Touch flow. |
| View LinkedIn Profile | Queues a LinkedIn profile view from HubSpot. Config: choose a sender strategy. |
| Send LinkedIn Connection Request | Queues a LinkedIn connection request from HubSpot. Config: choose a sender strategy and optionally provide a note. |
Sender Strategy Options
Some First Touch custom HubSpot actions support sender selection strategies.- By HubSpot company: First Touch selects a sender using the HubSpot company relationship.
- By HubSpot contact: First Touch selects a sender using the HubSpot contact owner.
- Manual: You choose the LinkedIn account explicitly for the action.
If your HubSpot portal includes additional First Touch custom action cards, their setup follows the same pattern: add the action in HubSpot, choose the sender strategy, and complete any action-specific inputs shown in HubSpot.