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For partner managers who already run their reseller relationships in shared Slack channels.
If your resellers live in Slack, asking them to leave for a portal is friction. Bringing the Introw agent into the channel lets a reseller register a deal in the same place they already talk to your team, with the registration landing attributed and CRM-ready.

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What you’ll build

Off-portal deal registration from Slack.

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Before you start

1

Build the registration form

A reseller registration form with its CRM deal automation and attribution should already exist. Set it up in Register and approve a deal; Slack submissions run through that same form.
2

Connect Slack

Your Slack workspace must be connected to Introw. See Connect Slack.

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Steps

1

Connect Slack

Connect your Slack workspace so the Introw agent can take s from chat. See Connect Slack.
2

Bring the agent into a channel

Add the Introw agent to the partner channel where deals come up.
3

Let partners submit from a message

Partners give the agent the deal details in a message, and it submits the through the same form flow so they can without leaving Slack.

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Verify it worked

Message the agent with a test deal in a connected channel, then confirm the registration appears in Submissions.

Register and approve a deal

Build the form and approval behind the channel.

Register via Microsoft Teams

Register from a Teams channel instead.

Register with AI

Register through any connected AI assistant.

Connect Slack

Set up the Slack integration.