Hubspot Signal To Linkedin Touch

Access note: this is a HubSpot-dependent motion. Skip it until HubSpot/CRM data or a FirstTouch-accessible HubSpot list exists.

HubSpot Signal → LinkedIn Touch

Outcome: Make LinkedIn outreach event-driven - every touch is triggered by a real CRM event, not a cadence timer.

First-run onboarding gate

Before running this skill for the first time in a workspace, load ../../references/onboarding.md and complete the onboarding questions. Do not proceed until you know: LinkedIn account type (free/basic = no connection notes; recommend 10 connection requests/day and never exceed the FirstTouch max of 20/day; Sales Navigator/Premium = connection notes available; recommend 20 connection requests/day and never exceed the FirstTouch max of 30/day), HubSpot access (MCP, service key/private app token, HubSpot list only, or none), and which play the user wants to run. Recommend high-intent plays before outbound to keep the LinkedIn account healthy. If HubSpot is unavailable, do not run HubSpot-specific steps unless the user provides a HubSpot list FirstTouch can access.

When to use

• "When a contact hits MQL, reach out on LinkedIn"
• "If a deal moves to 'Decision Maker Buy-In,' send a social touch"
• "Anyone who filled out the pricing form this week, connect on LinkedIn"
• Building event-driven outbound from HubSpot lists, lifecycle fields, forms, or contact-based workflow outputs

Inputs

• Signal definition: which HubSpot event triggers the play (lifecycle change / deal stage / form / list membership / inactivity)
• Audience scope: which contacts/companies the trigger applies to
• Cooldown: min days between touches for a contact (default: 14)

Step-by-step

1. Define & query the signal (HubSpot MCP)

Pull contacts matching the trigger event within the window. For AE use, a manually filtered HubSpot contact list is enough for a one-time run today; RevOps/admin workflow setup is needed only for recurring automation. FirstTouch supports HubSpot workflow actions that trigger FirstTouch flows; if the desired trigger needs a HubSpot workflow, confirm the customer portal exposes the needed FirstTouch action card and permissions, then use ../../references/hubspot-setup.md to produce the contact-based workflow/list criteria for RevOps/admin. Do not claim the agent created a HubSpot workflow unless the connected portal confirms that capability. For each, capture: name, title, company, owner, lifecycle/deal stage, the triggering event + timestamp, and recent timeline activity.

2. Qualify

For each triggered contact:

• Run Gate 0 suppression/DNC check from ../../references/safety-governance.md; if suppressed or unsubscribed → skip
• Has an owner? → if no, route to assignment, do not send (Gate 2)
• Within cooldown? → skip
• Already in active sequence / recently contacted? → skip (Gate 1)
• LinkedIn URL present? → if no, flag for enrichment

3. Map signal → message type

The HubSpot event determines the message:

4. Draft (load firsttouch-messaging)

The signal is the HubSpot event itself - e.g. "saw you just downloaded the outbound playbook." Draft accordingly. Run the quality gate.

5. Present for approval (Gate 4)

Table of: contact, triggering event, owner, message type, draft. All marked awaiting approval.

6. Execute + log (FirstTouch MCP)

On approval per row:

• before creating any one-contact LinkedIn action, run get_guide with topic=dynamic_actions, then call add_dynamic_action in the supported order
• if a LinkedIn message should only send after a connection request is accepted, append it to the connection_accepted branch rather than queueing it as an immediate message
• send via FirstTouch
• log to the HubSpot timeline when the connected FirstTouch-HubSpot integration supports it; otherwise log the execution record in FirstTouch and state CRM logging was skipped
• tag with signal_triggered_touch + the signal type for attribution when tagging is available.

7. Track

Cohort tagged by signal type so the team can review which signals produce replies, meetings, and pipeline. When FirstTouch team metrics are available, pull metrics filtered by this flow/tag to report replies, meetings, and opportunities.

Output

• Triggered-contact list with the HubSpot event per row
• Drafted, gated messages
• Send + log confirmation
• Signal-tagged cohort for attribution

Examples

Signal: Contact filled "Request a demo" form, owner = AE, not yet connected on LinkedIn. Draft (connection request): "Hi Devon, saw you're exploring FirstTouch after the demo request. Connecting so I can share setup tips as you evaluate."

Closed Lost win-back signal: Contact is associated to a Closed Lost deal selected for a fresh reengagement motion. Draft (re-engage opener): "Hi Dana, noticed your team previously evaluated FirstTouch and wanted to share what changed since then. Worth comparing notes if social attribution is worth revisiting."

Why this play wins

Static sequences message on a timer. This play messages on a real event - dramatically higher relevance and reply rate, and fully attributable in HubSpot.

Pitfalls

• Triggering on too-broad events - "any lifecycle change" floods the queue. Scope triggers tightly.
• Ignoring owner - messaging a contact another AE owns causes internal friction. Always check owner (Gate 2).
• No cooldown - a contact bouncing stages gets spammed. Enforce cooldown.

Reference

• HubSpot setup reference: ../../references/hubspot-setup.md
• Messaging: ../../references/messaging-framework.md
• Safety gates: ../../references/safety-governance.md