At their core, HubSpot workflows are designed to do one thing. They transform data into action. They listen for a signal, which is usually a data change, and execute a response.

Until now, those responses were mostly limited to emails, tasks, or data updates. With First Touch built directly into the HubSpot workflow builder, you can now use data transformation to trigger precise LinkedIn actions across your team.

Here is a look at the mechanics of how this works and a few "plays" you can run.

The Mechanism: Data to Trigger to Action Because First Touch is a native Action Card in HubSpot, the setup is simple:

• Define your trigger based on data: E.g., A contact property changes, a form is submitted, or a score is reached.
• Insert the First Touch action: Select the LinkedIn move you want to make, such as View Profile, Send Connect Request, or Send Message/InMail.

By connecting data directly to action, you remove manual friction and increase speed to lead.

Play #1: The Lead Score Strike This is a classic play for aligning marketing and sales.

• The Data Signal: A prospect’s HubSpot Lead Score hits 100, indicating they are "Sales Ready."
• The Workflow Action: Instead of just sending a generic email, the workflow triggers a Slack notification to the assigned sales rep alerting them of the hot lead. Simultaneously, First Touch triggers a high-priority LinkedIn sequence to engage the prospect on multiple channels.

Play #2: The Post-Webinar Follow-Up Automate relevant follow-up based on actual engagement.

• The Data Signal: A contact's "Last Webinar Status" is updated to "Attended."
• The Workflow Action: Wait 2 hours, then trigger a First Touch connection request with a message referencing a key takeaway from the webinar.

Play #3: The Trial Activation Assist Help new users get value faster.

• The Data Signal: A contact's "Lifecycle Stage" changes to "Trial."
• The Workflow Action: Trigger a helpful, non-salesy message from a rep offering to help them get set up and pick the right plan.

By using workflows to transform data into LinkedIn actions, you ensure no signal is missed and every high-value action is taken immediately.

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