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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 sending 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.
OptionBehaviour
Assign ownership to available team memberAllows First Touch to continue by assigning the record to an available team member.
Don’t reach outPrevents outreach when the HubSpot owner is outside your team.

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Engagement Tracking

Toggles that control whether LinkedIn activities performed through First Touch are automatically logged to the HubSpot contact timeline. Connections
  • Request with note sent
  • Connection accepted
Messages
  • LinkedIn message sent
  • LinkedIn message reply received
Each toggle saves immediately when changed.

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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. Some rows are locked because First Touch uses them for company matching and record 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. Some rows are locked because First Touch uses them for contact matching and record updates.

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Disconnecting HubSpot

Inside the HubSpot settings view, click Disconnect on the account card and confirm. This stops all active syncing 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 workflow actions and data syncing. 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

Email, LinkedIn connection, and LinkedIn message activity performed in First Touch is automatically logged to the HubSpot contact timeline.

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.

Field Enrichment

First Touch maps and updates Contact and Company fields in HubSpot based on the field mappings you configure.

Audience Sync

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