Shared Pipelines

Shared Pipelines gives both sides one view of the deals you are working together - and turns each of those deals into a shared workspace. Partners see their attributed pipeline, your team sees the same, and everyone collaborates on the actual CRM record.

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The problem it solves

Partners working blind to pipeline, and reps blind to the partner, is one of the biggest drags on channel revenue:

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Impact

Partners work the vendor they can see into. A live view of their own pipeline and a way to act on it is the difference between a partner who reports and a partner who sells.

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See it work

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How it works

Shared Pipelines brings the pipeline and the record together. Partners see the deals attributed to them in a pipeline view inside the portal, while your team sees the same opportunities org-wide or per partner inside Introw. Because the records are drawn from your CRM through attribution, the two views never diverge: a stage change in the CRM shows up for everyone who should see it. Each deal in that pipeline is also a collaboration surface. Any attributed CRM object - a deal, contact, company, ticket, or custom object - opens with a shared activity feed for comments, a files area, tasks, and the properties you expose. Reps work it from inside HubSpot or Salesforce, partners from the portal or an embed, so neither side leaves the tool they live in. You stay in control of scope. Attribution decides which deals belong to which partner, filters narrow the pipeline view, collaborators decide which partner contacts are in the loop on a record, and field-level settings decide which properties partners can see and which they can edit - all without handing out a CRM seat. Shared Pipelines makes the CRM’s pipeline a shared, scoped surface, and each record a shared workspace. Attribution and filters decide what shows, collaborators and field-level visibility decide who sees and edits what, and both sides read and act on the same records. Partners get visibility and a way to contribute; your team keeps a per-partner view and full control; the CRM stays the single source of truth.

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Run it from your AI assistant

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Going deeper

Works with