G2

Lindsey S.

Customer Success Team Lead

Small-Business (50 or fewer emp.)

6/30/2026

"The Holy Grail for Scaling CS Relationships on LinkedIn Without Leaving HubSpot!"

5/5

What do you like best about FirstTouch?

As a Customer Success Leader, my philosophy centers on building genuine, human-to-human connections. In today’s digital landscape our clients live on LinkedIn, but managing cross-channel customer journeys used to be a RevOps and tracking nightmare.

Enter FirstTouch. What I appreciate most is how it seamlessly operationalizes social actions directly inside our HubSpot environment. Instead of my team jumping between endless browser tabs or wrestling with clunky, disconnected sequencing tools, we can execute LinkedIn connection requests, profile visits, and direct messages straight from native HubSpot workflows. Every touchpoint, response, and handoff is tracked and logged on the contact timeline.

It lets us run highly tailored post-sale playbooks—like onboarding welcomes from our executive team or strategic touchpoints before a renewal window—at scale, while maintaining 100% human-in-the-loop governance to protect our brand’s voice. Review collected by and hosted on G2.com.

What do you dislike about FirstTouch?

Honestly, there was very little to complain about. If I had to pick one thing, our team faced a small learning curve when calibrating daily action limits to match HubSpot's workflow pacing. That said, FirstTouch's safety guardrails are top-tier, and their safety checklist made it straightforward to dial everything in safely and confidently. Review collected by and hosted on G2.com.

What problems is FirstTouch solving and how is that benefiting you?

We faced two major problems: insufficient CRM data capture for social outreach, and disjointed handoffs between Sales and Success.

FirstTouch completely solved our attribution and visibility issues; we now have a true "single system of record." When a deal closes, FirstTouch triggers automated (but rep-approved) LinkedIn connection workflows to the entire buying committee and end-users, facilitating a flawless "warm handoff."

It has massively boosted our onboarding engagement rates, saved our CSMs hours of manual research via its automated CRM enrichment, and given leadership full visibility into how social touchpoints directly impact retention and expansion revenue. If your account health and relationships thrive on LinkedIn, FirstTouch is an absolute no-brainer for your tech stack. Review collected by and hosted on G2.com.