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The HubSpot integration is managed from Team Settings > Integrations (at /team-settings/integrations). You need Admin permissions in First Touch to connect or disconnect the account.
Email account connections and Work Schedule configuration are separate per-user settings. See User Accounts and Sending Schedule.

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Connecting HubSpot

Navigate to Integrations

In the First Touch sidebar, click Team Settings, then select the Integrations tab.

Authorize the connection

Locate the HubSpot card and click Connect.You will be redirected to HubSpot. Select the portal you want to connect, review the requested permissions, and click Connect app to grant access.

Verify

After authorizing, you are redirected back to First Touch. The HubSpot card shows a green Connected badge.If you see a red Reconnecting badge, click Connect again and re-authorize.

Configure settings

Click Settings on the connected HubSpot card to open the configuration view.

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HubSpot Settings

Once connected, the settings view exposes the following sections.

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Account Ownership

Controls what First Touch does when a prospect is already owned by a HubSpot user who is not on your team.

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Engagement Tracking

These are the current labels shown in the HubSpot settings view. They control supported HubSpot Contact timeline activity and the corresponding state updates where supported. LinkedIn
  • Social signal engagement
  • Connection request sent
  • Connection accepted
  • Message sent
  • InMail sent
  • Reply received
Email
  • Email sent and received
There is one Connection request sent toggle. It covers sent connection requests whether or not a note was included. Each toggle saves immediately when changed. The toggles couple supported timeline logging with the related HubSpot state updates; there is no separate CRM State Rollup settings section. Email activity logging also requires email tracking on the Flow Plan, a connected HubSpot account, a completed supported email event, and a HubSpot Contact ID on the Flow Enrollment. It does not require HubSpot BCC configuration.

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Create Tasks in CRM

The Team setting makes HubSpot task sync available, while each Flow Plan controls whether its Call Tasks, Manual Tasks, and Approval Tasks are created in HubSpot. Task creation requires HubSpot Company context and a mapping from the assigned FirstTouch owner to a HubSpot owner.

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Company Field Mapping

Maps First Touch company fields to the corresponding HubSpot Company properties. Expand the section to view and modify individual field mappings. Company name, domain, and LinkedIn company page mappings are locked because First Touch uses these standard identity fields for matching and required updates.

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Contact Field Mapping

Maps First Touch contact fields to the corresponding HubSpot Contact properties. Expand the section to view and modify individual field mappings. Contact email, first name, last name, phone, and LinkedIn URL mappings are locked because First Touch uses these standard identity fields for matching and required updates. Other mapped updates follow a fixed server-side overwrite policy; mapping settings do not expose a separate overwrite control.

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Disconnecting HubSpot

Inside the HubSpot settings view, click Disconnect on the account card and confirm. This stops HubSpot-dependent sync and actions from First Touch. To fully remove the app from your HubSpot portal, go to HubSpot Settings > Integrations > Connected Apps, find First Touch, click Actions, and select Uninstall.
Uninstalling removes the First Touch app from HubSpot and stops HubSpot-dependent workflow actions, task and activity sync, property updates, and audience sync. Flow Plans that do not depend on HubSpot can continue. Historical activity logged to Contact timelines is preserved.

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What the Integration Enables

Once connected, HubSpot powers several First Touch features across the product.

Engagement Sync

Supported completed activities can be logged to the HubSpot contact timeline when Engagement Tracking and matching requirements are satisfied.

Workflow Triggers

Use HubSpot Workflows to automatically enroll contacts into First Touch flows. Some teams also install additional First Touch custom workflow actions for LinkedIn profile views and connection requests. See Workflow Actions.

Property Updates

First Touch can copy supported Contact and Company values to HubSpot through configured mappings and explicit CRM property-copy actions. These actions update properties; they do not create or enrich CRM records.

Audience Sync

Import HubSpot contact lists directly into First Touch Audiences for bulk enrollment into flows.