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When a partner registers a deal that started as a lead, you want the deal and the lead connected in your CRM so nothing about the origin is lost. Introw supports this in three stages: a lead picker on the registration form, a form automation that records the chosen lead on the deal, and a CRM workflow that formally associates the two records. This guide walks the Introw setup and hands off to the CRM workflow that completes the link.

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What you’ll achieve

A deal registration form on which partners can select the lead their deal relates to, so each new deal carries a reference to that lead and your CRM associates the deal and lead automatically, keeping attribution and history intact.

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Before you start

1

Have a deal registration form

You need a form that registers deals. See Build and publish a form and Connect a form to your CRM.
2

Prepare a deal property for the lead reference

In your CRM, have (or create) a property on the deal object to hold the linked lead’s identifier, so the automation has somewhere to write it.

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Watch it

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Steps

1

Add a lead picker to the form

Go to Forms and open your deal registration form. Add a CRM embed list bound to the lead object, so partners can select the existing lead their deal relates to while registering. This is what captures which lead each deal should link to.
Bind the field to the Lead object
2

Write the selected lead onto the deal

On the form’s Automation tab, configure the deal automation to write the selected lead’s identifier into the deal property you prepared. Now every submitted deal carries a reference to its lead, which the CRM uses to make the association.
Write the selected lead onto the deal
3

Save and publish the form

Save and publish so partners get the lead picker and new registrations start recording the linked lead. Test with a submission and confirm the deal in your CRM shows the lead reference populated.
4

Associate the records with a CRM workflow

Finish the link in your CRM: create a workflow that triggers on new deals carrying the lead reference and associates the deal with that lead. In HubSpot, see Use Introw workflow actions in HubSpot for building the workflow. This step runs in your CRM, not in Introw.

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Verify it worked

Submit a test registration and pick a lead. The new deal appears in your CRM with the lead reference filled in, and once the workflow runs, the deal and lead are associated so you can navigate between them, with the deal’s partner attribution intact.

Register and approve a deal

The core deal registration flow this extends.

Connect a form to your CRM

Map and attribute form submissions to CRM records.

Use Introw workflow actions in HubSpot

Build the workflow that associates the deal and lead.