Pause a live FirstTouch campaign/flow mid-send, diagnose what is wrong, cancel or hold the affected enrollments, fix the messaging or audience, and safely restart with re-enrollment - without duplicate sends. Use when the user says "pause this campaign," "stop sending," replies or acceptance rates look bad mid-run, a mistake shipped in live copy, or a running flow needs its message or audience changed.
When a champion or strong contact changes jobs, run a warm reactivation into their new company and protect the old account relationship. Drafts the congratulations note, the reconnect-when-settled follow-up, and the old-account stakeholder handoff; updates HubSpot when connected. Use when the user learns a champion moved - via a LinkedIn notification, a bounced email, an enrichment refresh, or a HubSpot update. This skill reacts to a known job change; FirstTouch does not monitor for job changes automatically.
Auto-prepare LinkedIn connection requests and thank-you/referral messages for new customers after they choose the product. Uses a HubSpot Closed Won/customer source or a FirstTouch-accessible customer list, checks owner/CSM routing and account-safety gates, drafts a warm thank-you that asks how the product can be better and whether anyone in their network would also find value, then queues approved FirstTouch Dynamic Actions. Use when the user wants a new-customer thank-you, feedback, or light referral motion.
Write on-brand, high-converting LinkedIn outreach messages - connection requests, openers, follow-ups, and meeting asks - calibrated to the prospect's seniority and a real signal. Use this BEFORE any other FirstTouch play that involves drafting a message, or whenever the user asks to write LinkedIn outreach copy, draft a connection request, or personalize a sequence.
Turn a HubSpot CRM event - lifecycle stage change, deal stage movement, form fill, list addition - into a timely, personalized LinkedIn touch. Reads the signal from HubSpot, qualifies the contact, drafts outreach via FirstTouch, gates for approval, and logs back to HubSpot when the connected FirstTouch-HubSpot integration supports it. Use when the user wants to act on HubSpot activity with LinkedIn outreach, trigger social touches from CRM events, or make outbound "event-driven." Covers any CRM event; for high-intent inbound (booked meeting, signup, trial, demo) prefer inbound-speed-to-lead.
Find HubSpot CRM tasks due today in the user/owner queue that already represent LinkedIn/social steps, such as connect, message, or follow-up, then execute the approved social action through FirstTouch and mark the HubSpot task complete only after the action is queued or sent. Use only when HubSpot MCP is connected and the team already creates these social-step tasks every day.
Run the daily recurring team AI SDR motion (for SDRs, BDRs, and AEs): start from a HubSpot contact/company list or build a new ICP list via FirstTouch Discover Contacts, enrich each prospect, generate customized LinkedIn-first outreach, and queue a daily batch for human approval. Use when the user wants AI SDR, outbound against a HubSpot list, fresh daily leads, ICP prospecting, or customized outreach for contacts/companies. For founder-voice outbound use founder-led-outbound; for a one-time campaign use social-campaigns.
Attach LinkedIn connection requests and lightweight follow-up to booked meetings, inbound signups, trial starts, demo requests, or other high-intent inbound lists. Can start from HubSpot events when connected or a FirstTouch-accessible inbound list/import when HubSpot is unavailable. Checks connection status, drafts the smallest possible conversation-starting message, gates for approval, and logs to HubSpot when connected. Use when the user wants meeting-booked auto-connect, to improve speed-to-lead for inbound, connect on LinkedIn after a signup/trial/demo request, or add a social touch to inbound conversion. Inbound-only: for other CRM events (lifecycle, deal stage, list adds) use hubspot-signal-to-linkedin-touch.