Forms are how partners give you structured information: build a no-code form, embed it in the portal or your CRM, route submissions through review and approval, and write the data straight back to HubSpot or Salesforce.
What this area does
Whenever you need information from a partner, a form is the tool. This area lets your team build no-code forms with the fields you need, brand them to your portal, and put them in front of partners through a share link, an embed, or a portal section. Partners fill them in without a CRM seat, and the structured data flows where it belongs. Submissions land in one inbox where your team reviews, accepts, declines, or returns them, with optional multi-step approval gates and AI assistance to handle routine cases. Field mapping connects each form to your CRM objects and properties, so an accepted submission creates or updates the right records automatically. The same Forms platform powers many partner workflows, from onboarding applications to MDF requests, while deal and lead registration get their own co-selling treatment.Why it matters
- Low total cost of ownership - Partner ops builds and changes forms with no-code, so a new field or approval step never waits on engineering.
- Time to value - A form is live and syncing to your CRM in minutes, so you capture structured partner input the same day you decide you need it, with no development cycle.
- CRM-native - Submissions map straight to CRM objects and properties, so data lands clean in the source of truth instead of a form silo someone has to re-key.
- AI-native - AI reviews submissions and handles routine approvals, so your team spends its time on the judgment calls that actually need a human.
How it fits together
Structured partner input flows from a form to a synced CRM record:Capabilities
Form Builder
Build no-code forms and put them in front of partners.
Submissions & Approvals
Review submissions in one inbox with optional approval gates.
CRM Field Mapping
Map form fields to CRM objects so submissions sync back.
Who works in this area
Partner Operations
Builds forms, maps fields to the CRM, and configures approvals.
Partner Marketing & Enablement
Embeds forms into the portal and partner journeys.
RevOps
Ensures submission data lands cleanly in the CRM.
Headless
All guides
Connect a form to your CRM
Map fields to CRM properties, control how submissions create or update records, attribute them to the partner, and prefill from known data.
Build and publish a form
Create a no-code form, add and configure every field, set the confirmation, and get it in front of partners.
Bulk upload multiple records
Let partners submit many records in one form with a CSV batch upload.
Set up a partner application form
Turn a form into a self-serve partner application that auto-creates the partner in Introw, links company and contact records in your CRM, and invites the applicant to their portal.
Customize the submissions inbox
Choose the columns you review submissions by, including custom and CRM fields.
Run a submission approval workflow
Set up an approval gate with steps and AI validation, notify the right people, and review every submission to a clear outcome.