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For partner managers who already run their reseller relationships in shared Microsoft Teams channels.
If your resellers live in Teams, 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 Microsoft Teams.

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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; Teams submissions run through that same form.
2

Connect Microsoft Teams

Your Teams tenant must be connected to Introw. See Connect Microsoft Teams.

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Steps

1

Connect Microsoft Teams

Connect your Teams tenant so the Introw agent can take s from chat. See Connect Microsoft Teams.
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 Teams.

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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 Slack

Register from a Slack channel instead.

Connect Microsoft Teams

Set up the Teams integration.