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The Introw collaboration panel on a Salesforce opportunity or case lets a rep share the record with the partner and exchange comments right where they already work. It is the Salesforce equivalent of the Introw app card on a HubSpot deal, with the same partner tile, the same actions, and the same conversation underneath, so a rep who moves between the two CRMs works the same way in both. The partner sees the shared record and replies from their portal, so the back-and-forth stays attached to the opportunity instead of scattering across email threads.
A Salesforce Opportunity record page with the Introw collaboration panel beside the details, showing the linked partner and their tier, the vendor team on the account, the partner contacts collaborating on the deal, and Ask AI, Collaborate and View portal buttons.

The panel sits beside the record's own details, so the partner is part of the opportunity rather than a tab somewhere else.

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What you’ll achieve

A live collaboration thread between your rep and a partner, anchored to a Salesforce opportunity or case: the partner is a collaborator, comments flow both ways, and your rep drives all of it from the Salesforce record, without opening Introw.

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Before you start

1

Add the Introw collaboration panel

The panel must be on the opportunity and case record page, and you must hold the Introw Collaboration User permission set. See Embed Introw in Salesforce.
2

Have a partner to share with

The partner you want to collaborate with should exist in Introw so you can select them.

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Steps

1

Open the record and find the panel

In Salesforce, open the opportunity or case and find Introw collaboration on the record page. If a partner is already attributed, the panel shows the partner, their tier, your own team on the account, the collaborators, and the champion. If none is linked yet, it reads No partner involved yet and offers to share the record so you can bring a partner in.
2

Share the record with a partner

Select Share opportunity (or Share case) and choose the partner to collaborate with. Sharing is what gives the partner visibility of this record in their portal and adds them as a collaborator. Choose deliberately, since the partner will see the record you share.
3

Collaborate and comment

Select Collaborate to open the conversation in a window on top of the record, then post a comment. The partner is notified and replies from their portal, and their replies appear back on the panel, so the thread stays attached to the Salesforce record. Use Ask AI for a summary or a draft, View portal to jump to the partner’s portal for this record, and Create portal if the partner has no portal yet.

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Verify it worked

The partner appears under Collaborators on the Introw collaboration panel, your comment shows in the thread, and when the partner replies from their portal the reply appears on the Salesforce record without anyone leaving their own tool.

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Troubleshooting

Embed Introw in Salesforce

Install the package and place the panel on record pages.

Collaborate from HubSpot

The same motion on the HubSpot app card.

Shared Pipelines

The full co-selling collaboration model.

Implementation reference

Full configuration options.