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First Touch integrates directly with your existing stack to keep data synchronized and automate manual tasks.

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HubSpot CRM

Connect your HubSpot account to enable bi-directional data syncing. This integration allows First Touch to enrich your CRM records with AI research, log all sales activity automatically, and trigger flows directly from HubSpot workflows.

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How to Connect

Navigate to Integrations

In the First Touch web app, go to Team Settings in the sidebar and select the Integrations tab.
Permissions: You must have Admin permissions in First Touch to manage CRM integrations.

Authorize Connection

Locate the HubSpot card and click the Connect button.
  1. You will be redirected to a HubSpot login page.
  2. Select the HubSpot account you wish to connect.
  3. Review the requested permissions (manage/view CRM data) and click Connect app to authorize.

Verify Status

Once authorized, you will be redirected back to First Touch. The HubSpot card should now display a green Connected badge.

Configure Settings

Click the Settings button on the connected HubSpot card to customize how data flows between platforms.
  • Enrichment: Toggle whether First Touch should automatically update Contact and Company properties in HubSpot with new AI research.
  • Task Sync: Enable Create tasks in CRM to push approval, call, and manual tasks into HubSpot automatically.

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Key Features Enabled

Once connected, you unlock powerful automation capabilities:

Engagement Sync

Never manually log an email again. Emails, calls, and LinkedIn actions (invites/messages) performed in First Touch are automatically logged to the Contact’s activity timeline in HubSpot.

Workflow Triggers

Automate enrollment. Use HubSpot Workflows to automatically enroll contacts into First Touch flows based on triggers like “Lifecycle Stage” changes or form submissions.

Data Enrichment

Keep data fresh. First Touch maps and updates fields like Job Title, Company Size, and LinkedIn URL directly in your CRM.

Audience Sync

Import lists. Directly import HubSpot Contact Lists into First Touch Audiences to bulk-enroll prospects into campaigns.

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Email Accounts

In the Email Accounts settings, you connect the email inboxes from which First Touch will send emails on your behalf. Typically, sales reps connect their work email here.

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Connection & Management

Connect an Email

You can connect a Gmail account or an Outlook/Microsoft 365 account using a secure OAuth login flow.
  • Permissions: First Touch will request permission to send emails and read basic email data (specifically for tracking replies). Follow the prompts to grant access.

Set Default Sender

If you connect multiple email accounts (e.g., some reps have more than one, or a team shares a send address), you can choose one as the default for First Touch to use. Usually, this would be your primary work email.

Manage Accounts

You can add additional accounts or remove accounts as needed (for example, if you change jobs or roles).
Important: If an email account is tied to active flows (sending emails), removing it or losing access might pause those flows or cause them to fail. It is best to update flows to use a different sender or finish them out before disconnecting an account.

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Sending Behavior

To protect your reputation and ensure delivery, First Touch manages how and when emails are sent.

Send Limits

Reputation Protection. First Touch enforces daily send limits so you don’t accidentally send hundreds of cold emails in one day and get flagged as spam. The default limit is typically 300 per day.

Work Schedule

Human Patterns. Sending is spread throughout the day and follows your work schedule to mimic human behavior. You can configure days and hours of sending in settings (e.g., only send on weekdays between 9am-6pm).

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Tracking & Security

Once your email is connected, First Touch will automatically track emails sent through the platform and detect replies.
  • Why it matters: This is crucial for features like automated follow-ups and stopping sequences upon reply.
  • Privacy: Rest assured, First Touch will not read the contents of unrelated emails. It monitors threads that it initiated or that are part of sequences, mainly to log replies and bounces.
If your organization requires security review, First Touch’s email integration uses standard protocols (OAuth2) and does not store your email credentials. You can disconnect at any time.