Operationalize Social
inside HubSpot

FirstTouch enables teams to trigger and track social actions directly inside HubSpot workflows, segments, and reporting dashboards

Trusted by the top social-led revenue teams

150+ revenue teams ★★★★★ on HubSpot Marketplace

“FirstTouch is one of the most important tools in our stack. It allows us to run our GTM strategy (Surroundbound) exactly the way we want. Triggered from HubSpot workflows and fully tracked and attributed in our CRM so we can measure the exact impact.”

Matt Bolian
Matt Bolian CEO, Supered

“FirstTouch is the highest ROI platform in our GTM stack. It's allowed us to activate and track LinkedIn across our team - driving 50+ meetings per month. If your market lives on LinkedIn, it's a no brainer.”

Adia Toll
Adia Toll Head of Sales Development, AskElephant

“We finally have one system of record for outbound. Every touch, every reply, every booked meeting - attributable inside HubSpot.”

Cyrus
Cyrus CEO, Haven

“FirstTouch has become a GTM stack essential for RB2B and Retention. I've bootstrapped to a combined $30M+ ARR running a social first GTM strategy on LinkedIn and FirstTouch allows us to trigger, track, and attribute on it just like we do with email.”

Adam Robinson
Adam Robinson CEO, RB2B

“FirstTouch allows us to operationalize social selling across our team and has helped us turn LinkedIn into a primary GTM channel.”

Roberto Salinas
Roberto Salinas Head of Biz Dev, Gail

“Game-changer for social selling that solved our cold email struggles with authentic LinkedIn outreach and seamless HubSpot integration.”

Brian Singer
Brian Singer Co-Founder, Nobl9

“FirstTouch allows our sales team to operate with 10x capacity, maximizing time on high-touch tasks while automating everything else in a hyper-personalized way that still feels human.”

Alden Do Rosario
Alden Do Rosario Founder & CEO, CustomGPT.ai

The Social Infrastructure for HubSpot

Action social across all hubs.

Click on each hub to view use cases

Inbound Speed-to-Lead
Form submit? Don't just email. Queue up a connection request to go out from the rep.
Sequences
Add 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? Trigger a rep to send a follow up message to ensure your email 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? Trigger the CS team to connect to the buying committee and end users.
Onboarding Welcome
Send social touchpoints 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 through First Touch is logged to the contact record timeline. Full activity trail captured for reporting.
CRM Enrichment
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.

VS
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 FirstTouch 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 FirstTouch directly in your HubSpot portal instantly.
Step 2
Connect Team Accounts
Team members connect their social profiles in 2 minutes.
Result
Unlock Full Functionality
Governance & Territories

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.
Sequence: Enterprise Outbound
1
Auto Email:
"Introduction"
2
Connection + Message
Sender: Contact Owner
"Hey {first_name}, saw you use Shopify..."
Pending Approval
3
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
24
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
Email
$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?