Skip to main content
Prerequisite: Please complete the following steps in order to continue onboarding successfully.

Welcome to Mission Control

You are 6 steps away from launching automated, AI-driven outreach campaigns. Follow this interactive checklist to get your workspace ready.

​
Onboarding Checklist

Connect your HubSpot account

Sync data bi-directionally to streamline your workflow and enrich your CRM with AI research.
  1. Go to Settings > Integrations.
  2. Click Connect HubSpot and authorize the connection.
  3. Look for the green Connected indicator.
Connecting HubSpot allows First Touch to:
  • Enrich records: Automatically update contact and company properties with fresh data.
  • Log activity: Sync emails, calls, and LinkedIn tasks directly to the contact timeline.
  • Avoid duplicates: We check existing records before creating new ones.

Invite team members

Next, let’s invite all of your team members so sales and marketing are aligned.
  • Navigate to Team Settings.
  • Invite members via their work email.
  • Assign roles (Member or Owner) to control permissions.
Pro Tip: Ensure your team installs the Chrome Extension so they can access shared flows and data directly from their browser.

Connect LinkedIn account

To enable automated profile viewing and messaging, you must link your LinkedIn account. Ensure all team members are connected on LinkedIn.

Authorize LinkedIn Connection

Click here to connect your account and configure daily safety limits.

Create your first flow

Turn data into action. Flows are the engine of your outreach campaigns.

Quick Start Guide

Launch your first automated campaign in 5 minutes.

Trigger your flow inside HubSpot workflows

Set it and forget it. Trigger flows automatically based on CRM changes.
  1. Open HubSpot and navigate to Workflows.
  2. Add the Enroll Contact into First Touch Flow action.
  3. Select the Flow you created in Step 4.
Example: Trigger a flow automatically when a contact’s “Lifecycle Stage” changes to “Opportunity”.

Equip the Browser Extension (Optional)

Allow your team to enroll prospects from the Chrome extension.

Install from Chrome Web Store

Install and pin to your toolbar.

Master Prospecting

Learn how to use the extension.

​
Level Up Your Skills

Once you’re set up, dive into the powerful features under the hood:

Meet Your AI Agents

See how Researcher and Prospector agents work 24/7 for you.

Train the 'Brain'

Teach the AI about your product and ICP in the Knowledge Base for better messaging.

Track Signals

Trigger flows based on real-time news, funding rounds, and hiring intent.

Master Messaging

Learn to use the Chrome Extension sidebar like a pro.