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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.

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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 Social 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).

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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 ContactComing soon…
Visit Social ProfileComing soon…
Send Connection RequestComing soon…
Send Social MessageComing soon…