Introw runs on your CRM, not beside it. Connect HubSpot or Salesforce as the source of truth, layer on ecosystem and billing data, and fan partner activity out to Slack and Teams - so everything stays in sync and partners get reached where they already work.
What this area does
The CRM connection is the foundation - one integration that connects HubSpot, Salesforce, or Pipedrive, pulls in partners and their contacts live, attributes deals to partners using whatever method you already use, and embeds Introw on the CRM record. It writes tiers, managers, roles, and portal access back, so the CRM stays the single source of truth in both directions. Beyond the CRM, Chat posts partner activity and runs the support agent in Slack or Teams, Billing syncs Stripe and Chargebee data that powers commissions, Crossbeam brings in partner ecosystem overlap, and Zapier, MCP, and the API let you automate and build on Introw programmatically. Every integration reinforces the same principle: the CRM stays authoritative, and partner work happens in the tools people already use.Why it matters
- CRM-native - HubSpot and Salesforce stay the system of record, two-way synced, so the CRM admin keeps their object model and nothing important ever drifts into a second database.
- Time to value - Connect the CRM once and the program populates itself from records you already have. There is no middleware to build and no data to migrate, so setup is measured in minutes, not an integration project.
- Work where you already are - The same connections fan activity out to Slack, Teams, and email, so nobody has to open the portal to stay in the loop.
How it fits together
The CRM stays authoritative while the rest of the stack connects around Introw:Capabilities
CRM
Connect HubSpot, Salesforce, or Pipedrive: sync partners and contacts, attribute revenue, and embed Introw on the record.
Chat
Post partner activity and run the agent in Slack or Teams.
Billing
Sync Stripe and Chargebee data to power commissions.
Crossbeam
Bring in partner ecosystem overlap.
Zapier
Automate Introw with no-code workflows.
MCP
Connect AI clients like Claude and ChatGPT.
API
Build on Introw programmatically.
Who works in this area
RevOps
Connects the CRM and owns the sync.
Partner Operations
Configures mapping and channels.
IT & Admins
Authorizes connections and access.
Headless
All guides
Connect your billing data to partners
Choose which billing objects to import from Stripe or Chargebee, identify the partner on each, and auto-link records so revenue attributes correctly.
Connect Chargebee billing
Connect Chargebee with your site name and API key so Introw can import subscriptions, customers, and invoices to power partner commissions.
Connect Stripe billing
Authorize Stripe in live or test mode so Introw can import customers, subscriptions, and invoices to power partner commissions.
Configure Slack or Teams for partner activity
Map internal channels to keep your team informed, choose which partner events post, and open shared channels with each partner for collaboration.
Connect Microsoft Teams to run partnerships in chat
Authorize Microsoft Teams so Introw can post partner notifications, run shared partner channels, and keep your team in the loop without leaving Teams.
Connect Slack to run partnerships in chat
Authorize Slack so Introw can post partner notifications, run shared partner channels, and keep your team in the loop without leaving Slack.
Capture partner file uploads in HubSpot
Have files partners upload on a shared deal in Introw automatically pushed to the HubSpot deal’s attachments, so all partner-supplied documents live in your CRM.
Attribution options: every way to link deals to partners
Compare every way to attribute revenue to partners in HubSpot and Salesforce - properties, associations, lookups, relation tables, and custom objects - and how Introw configures each one.
Collaborate from HubSpot deals and tickets
Use the Introw card on a HubSpot deal or ticket to share the record with a partner and exchange comments without leaving the CRM.
Connect HubSpot as your source of truth
Connect HubSpot, choose how partners are stored, filter which records sync, and link deals to partners so attribution flows both ways.
Connect Pipedrive as your source of truth
Enable and connect Pipedrive, choose how partners are stored, filter which records sync, and link deals to partners via custom properties.
Connect Salesforce as your source of truth
Connect a Salesforce org, choose how partners are stored, filter which records sync, and link opportunities to partners for accurate attribution.
Create a partner portal from HubSpot
Spin up an Introw partner portal for a company without leaving HubSpot, using the Introw workflow action or the Introw Copilot card.
Disconnect a CRM
Safely disconnect a HubSpot, Salesforce, or Pipedrive connection and understand exactly what stops flowing.
Embed Introw in Salesforce
Install the Introw managed package, add the Introw component to record pages, and grant access so reps work with partners from Salesforce.
Link HubSpot deals to partners
Attribute HubSpot deals to the partner who influenced them using a custom property, an association, or Introw’s one-click setup.
Link Salesforce opportunities to partners
Attribute Salesforce opportunities to the partner who influenced them using a custom field or a relation table.
Drive contact portal access and roles from your CRM
Map portal access and contact roles to CRM properties so the CRM controls who logs in and how contacts are grouped.
Sync partner tiers, programs, and roles to your CRM
Push partner tiers, tier programs, partnership managers, and team roles back to CRM properties so sales sees them without leaving the CRM.
Register or link a partner deal from HubSpot
Use the Introw card on a HubSpot deal to register a new partner deal or link the deal to an existing partner, keeping attribution accurate.
Report on partner engagement in HubSpot
Get Introw partner activity onto the HubSpot timeline and into reports by keeping the app installed with current scopes - events flow automatically.
Set up Introw inside HubSpot
Authorize the Introw app in HubSpot and add the Introw cards to deal, ticket, and company records so reps work with partners without leaving the CRM.
Show course progress in HubSpot
Surface Introw partner course enrollments and certificates on HubSpot records by adding the Introw course cards to your record layouts.
Show course progress in Salesforce
Surface Introw partner course enrollments and certificates on Salesforce Account and Contact records by adding Introw’s related lists to your page layouts.
Sync partners & contacts from your CRM
Pull all your partner accounts and their contacts live from the CRM, drive portal access from a CRM field, and build dynamic segments on account and contact data.
Troubleshoot a CRM connection
Diagnose and fix a CRM sync that shows a needs-attention status, from expired authorization to missing scopes and over-tight filters.
Use Introw workflow actions in HubSpot
Drop Introw actions into HubSpot workflows to create or update partners, enroll them in a journey, or issue a certificate automatically.
Connect Crossbeam and map your partners
Authorize Crossbeam, align each Crossbeam partner with its Introw partner, and track your record export usage so ecosystem overlap attaches to the right partner.
Automate Introw with Zapier
Generate a Zapier API key, connect the Introw app in Zapier, and build a Zap from a partner event so onboarding, notifications, and syncs run automatically.