Name: First Touch
Author: First Touch

Operationalize Social Selling
inside HubSpot.

First Touch allows teams to trigger and track social actions like connection requests and messages - directly inside HubSpot workflows, sequences, and segments.

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Partner Application

1 click HubSpot Integration

⏐

Enterprise Security

The Social Infrastructure for

Do more than just basic automation, action social across all hubs.

Click on each hub to view use cases

Inbound Speed-to-Lead

Form submit? Don't just email. Auto-send a connection request instantly.

Sequence Automation

Replace manual social tasks. Add automated social actions to existing HubSpot sequences.

The "Wake Up" Play

Lead goes dark? Trigger social actions to be approved by the rep working the deal.

Cross-Channel Nurture

Email unread for 3 days? Automatically trigger a DM to ensure your message actually gets seen.

Event Activation

Turn webinar registrants into connections before the event starts to boost attendance rates.

Ad-to-Outreach

When a prospect clicks an Ad, instantly task a rep to connect while buying intent is at its peak.

Renewal Radar

Leverage social actions through your CS team for strategic touch points before a renewal date.

The Warm Handoff

Deal closed? Automate connects from the CS team to the buying committee and end users.

Onboarding Welcome

Send a connect and DM from the Founder / CEO welcoming them to the platform.

Identity Resolution

Automatically match social URLs to HubSpot contacts. No more duplicate records or missing social profiles.

Activity Tracking

Every connect and message sent via First Touch is logged to the contact record timeline. Full activity trail captured for reporting.

CRM Enrichment

Automatically update contact record job titles, email address' and mobile numbers. Keep your database up to date.

Social hasn't been operationalized.

Email and phone have systems. Social is still a series of manual tasks and missing data. It's time to treat it like a primary revenue channel.

The Old Way

Ungoverned Workflows

Reps social actions are a blackbox. No oversight on brand, messaging, or accountability.

Invisible Activity

Activity lives in a browser tab, not your CRM. 0% visibility for leadership.

Impossible Attribution

No data means no forecasting. You can't scale what you can't track.
‍

Result

Unmanaged. High Risk. Unforecastable.

The First Touch Way

HubSpot-Native Control

Operationalize social actions with the same rigor, governance and process as email.

100% Data Capture

Automatically log every connection, message, and reply to the contact record.

Pipeline Visibility

Go beyond replies, track what actually matters: meetings booked, pipeline generated and closed-won revenue.

Result

Governed. Trackable. Revenue Engine.

Live in minutes, not days.

No complex implementation. Just connect and start operationalizing your social outreach.

Step 1

1-Click Integration

Authorize First Touch directly in your HubSpot portal instantly.

Step 2

Connect Team Accounts

Team members connect their social profiles in 2 minutes.

Result

Unlock Full Functionality

Profile Views

Connect Requests

Send DMs

Withdraw Requests

Send InMails

Content Likes

2 ways to action social outreach

Choose the right level of control for your team.

Auto-Execution

Active

Sent 2m ago

Fully Automated

Set it and forget it. Enroll contacts into sequences and let First Touch handle the connection requests and messages in the background automatically.

Best for high-volume outbound

Zero manual effort required.

Task: Approve Message

Approve

Edit

Human-in-the-Loop

First Touch generates the draft, queues it as a HubSpot task, and displays it within a custom UI card. Your reps simply review, edit, and approve.

Best for high value internal leads that have context

Reps stay in control of the messaging.

Governance & Territories

Scale social outreach without the chaos.

Respects your HubSpot ownership & territory rules automatically. Ensure the right rep messages the right account, every time.

Prevent "overlap" embarrassment with smart routing.

Flexible routing via territories, company, or contact owners.

Human-in-the-Loop: Rep approval for high value accounts before sending.

HubSpot Sequence: Enterprise Outbound

Auto Email:

"Introduction"

Connection + Message

Sender: Contact Owner

"Hey {first_name}, saw you use HubSpot..."

Pending Approval

Call Task:

"Follow up"

Revenue Reporting

Report on social just like you report on Email.

Activity is logged to the contact record so you can attribute and report on social actions directly inside HubSpot.

$1.05M

Pipeline Generated

$380k

Closed Won Revenue

Meetings Booked

1,500

Conn. Requests Sent

525
35%

Requests Accepted

1,200

Messages Sent

180
15%

Replies Received

Revenue by Source

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Cold Call

$520k

Social

$380k

$150k

Ready to fill your calendar?

Operationalize social selling today

Get a demo

Security

SOC2 Certified

Enterprise-grade safety.

Cloud-based, Enterprise-grade security infrastructure that is scalable for large teams. Deploy with confidence, ensuring human-in-the-loop governance and full CRM attribution.

Ready to operationalize Social Selling?