What You Need
- A First Touch account with access to the web app
- A connected HubSpot account if you plan to use HubSpot field mapping, HubSpot list sync, or HubSpot workflow enrollment
- A connected social account in the Active Team for each user with a Sender (paid) Team Membership who will run social actions
- A connected email account for each sender who will send email steps
Where Setup Happens
- User Accounts: Connect your own social and email accounts
- Team Settings > Integrations: Connect and configure HubSpot
- Team Settings > Team management: Invite teammates and manage access
- Flows: Build and launch your first outreach Flow Plan
Notes
- Team Admins and invited Team members do not see the same onboarding checklist.
- Some features, such as Signals, may only be available on enabled accounts.