What you’ll achieve
Introw partner context (the partner connect card, shared deals, and collaboration) shown directly on your HubSpot and Salesforce records, set up from the CRM embed feature.Where to set it up
CRM embed
The canonical home: embed Introw in HubSpot and Salesforce, end to end.
Connect HubSpot
Connect HubSpot first, then add the embed.
Connect Salesforce
Connect Salesforce first, then add the embed.
Embed the partner portal
Put the portal in your own product instead.