Configure deal attribution

Connect your CRM

Have partners in Introw

Know how deals relate to partners

Know why this is the foundation

Attribution is the one link that answers “whose deal is this?”. Before you configure it, know what reads from it, because a wrong or missing attribution silently breaks all of it:

• Shared pipelines and partner records - a partner only sees a deal if it is attributed to them, so attribution is what scopes each partner to their own deals and never anyone else’s.
• Reporting - partner-sourced and partner-influenced pipeline and revenue are only credited to a partner when a deal resolves to them.
• Commissions - a plan’s eligibility can filter on partner attribution, so a partner only earns on deals actually tied to them. See Set eligibility conditions.

You attribute the Deal (HubSpot) or Opportunity (Salesforce) object at minimum; you can attribute additional objects (contacts, companies, tickets, custom objects) the same way.

Open Object Linking

Go to Settings, then Integrations and open your connected CRM with Configure, then go to Which objects do you link with partners? (the Object Linking screen). Choose Add object to create a new mapping, or open the existing Deal or Opportunity mapping to edit it. This is the same attribution step the connect wizard runs, reopened so you can add or refine mappings any time.

Choose the method that matches your data

On How do you attribute partners to Deal objects?, pick the method that mirrors how your CRM already links deals to partners. Match your existing model rather than restructuring it:

• Custom property - link each deal to a partner through a property you already maintain (a partner dropdown, picklist, or lookup). Best when a deal records one partner on a field.
• Association / relation - attribute through a native association (HubSpot) or a lookup or relation table (Salesforce) between the deal and the partner company or object. Best when you already relate partners to deals natively, and required for many-partners-per-deal.
• No attribution yet - if no link exists, Introw creates a dedicated partner property on the object for you in one click, so you can start fresh.

Each method’s exact clicks live in the CRM-specific guides: Link HubSpot deals to partners and Link Salesforce opportunities to partners.

Map values to partners if prompted

When the source holds coded values rather than partner names, use Match property values to Introw partners to line each CRM value up with the right partner record, so deals resolve to the correct partner. For an association or relation, confirm the label or keys that represent the partner relationship.

Name the attribution

Set What name do you want to use for this attribution? so the link reads clearly to your team and partners. The name is not cosmetic: it is how the credit is labeled in reporting and how you target it in commissions. Use language that reflects the role, for example Sourced by for the partner who created the deal and Influenced by for a partner who helped.

Add more attributions for sourced vs influenced

If a deal can involve more than one partner, add a second attribution (for example one named Sourcing partner and one Influencing partner) so a deal can credit both without them colliding. This is what lets a distributor and a reseller, or a referrer and a co-seller, share credit and visibility on the same deal. Repeat the method + name steps for each attribution you need.

Save and confirm