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There is no single “right” way to attribute partner revenue - it depends on how your CRM is set up and how complex your partner program is. The good news: Introw adapts to the common methods out of the box, with no extra configuration or code. Whatever your team already does to link a deal to a partner, Introw can read it. This guide lays out every supported method for HubSpot and Salesforce, when to use each, and how Introw is configured for it, so you can keep your RevOps setup exactly as it is.

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What you’ll achieve

A clear picture of the attribution methods available in your CRM and which one fits your program, plus the steps to wire it up in Introw’s Object Linking screen.

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Principles that apply to every method

No RevOps restructure

Introw matches your existing model - you don’t rebuild anything to adopt it.

Any object, including custom

Attribute deals, opportunities, contacts, companies, tickets, or custom objects to partners (standard or custom partner objects).

No code

Everything is configured in the UI by RevOps - no scripts, no developer.

Named and two-way

Give each attribution a clear name (e.g. “Influencing partner”); attribution feeds reporting and commissions.
Configure Deal (HubSpot) or Opportunity (Salesforce) attribution at minimum - it is what reporting and commissions run on. You can attribute additional objects (contacts, companies, tickets, custom objects) the same way.

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HubSpot: 3 ways to attribute

Best for: simple programs where a deal has one (or a few) partners.A custom deal property (for example a “Partner” dropdown or multiple-checkbox property) holds the partner. Easy and fast, works on all HubSpot plans, and easy to report on.Configure in Introw: on Object Linking → How do you attribute partners to Deal objects?, choose Custom properties and select the property that holds the partner. If the property stores coded values, use Match property values to Introw partners to line each value up with the right partner.
Best for: scalable programs where you associate the partner company to the deal natively.A custom association label between deal and company (for example “Partner sourced” or “Partner influenced”) marks which associated company is the partner. Scalable and native to HubSpot, though association labels require a plan that supports them.Configure in Introw: choose Associations and pick the association label that represents the partner relationship.
Best for: larger programs that model partners as a dedicated custom object.A HubSpot custom object (e.g. “Partner”) is associated to deals, optionally with association labels to distinguish sourced vs. influenced. Best when you manage many partners and want rich partner records.Configure in Introw: set the partner object to your custom object during connect, then choose Associations on the deal and select the label that links a deal to that partner object.
If you have no link yet, choose No attribution yet and Introw creates a dedicated partner property on the object for you in one click. Full steps: Link HubSpot deals to partners.

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Salesforce: 4 ways to attribute

Best for: simpler programs with one partner per opportunity.A picklist (e.g. “Partner Name”) on the Opportunity, with predefined partner values reps select. Easy to implement, no relationships needed - but not ideal for scaling or multi-touch attribution.Configure in Introw: choose Custom properties and select the picklist; map picklist values to Introw partners if they are coded.
Best for: multiple partners per opportunity or shared deals.A junction object between Opportunities and partner Accounts creates a many-to-many relationship - ideal for ecosystems with resellers, distributors, and co-marketing partners, and for revenue splits. More technical to set up and report on.Configure in Introw: choose Relation table, point Introw at the junction object, and confirm the keys that connect the opportunity to the partner account (optionally a filter that scopes which rows count). Defaults match a standard Opportunity Partner relation.
Best for: large programs that treat partners as a core part of the data model.A dedicated Partner custom object related to Opportunities, Accounts, and Contacts, tracking tier, region, focus, and more. Fully flexible and scalable; needs upfront schema design.Configure in Introw: set the partner object to your custom object during connect, then attribute via the lookup or relation that connects opportunities to it.
Full steps: Link Salesforce opportunities to partners.

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Choosing a method

Starting simple / one partner per deal

HubSpot custom property, or Salesforce picklist / Account lookup.

Scaling / native associations

HubSpot company association label, or Salesforce Account lookup.

Multiple partners per deal

HubSpot custom object association, or Salesforce relation table.

Large program, rich partner data

A custom partner object in either CRM.

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Verify it worked

Open a partner-influenced deal or opportunity in your CRM: in Introw it shows attributed to the right partner under your attribution name, and that partner’s sourced/influenced pipeline reflects it in reporting and commissions.

Link HubSpot deals to partners

Step-by-step for each HubSpot method.

Link Salesforce opportunities to partners

Step-by-step for each Salesforce method.

Sync partners & contacts

Get the partners those deals attribute to into Introw.

Implementation reference

Full configuration options.