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The Introw Collaboration panel lets your reps share a Salesforce record with the partner and exchange comments right where they already work. It works on any record: opportunities and cases ship with packaged pages, and an admin can place it on accounts, leads or custom objects too. On partner accounts, the Introw partner card shows who the partner is and lets a rep invite people to the portal. Together they are 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 record instead of scattering across email threads.
Any-object placement and the Introw partner card need IntrowPRM 1.18.0 or later. When Salesforce runs an older version, the Salesforce integration page in Introw offers Update in Salesforce.
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 record: 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 record page of the object you work from, 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 record 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. When more than one partner is on the record, each gets its own tile with its own actions, and View <n> more partners lists the rest. 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 followed by the object’s name, such as 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. Ask AI is available only when your organization’s AI agent is enabled. Use View portal to jump to the partner’s portal for this record, and Create portal if the partner has no portal yet. On an opportunity with several partners, the window opens on the partner whose tile you used and lists every partner under Collaborators: Open conversation switches to another partner, and the picker next to Send sends one comment to several of them. See Collaborate with several partners on one deal.

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Work from a partner account

On an account that is a partner, the Introw partner card shows the partner’s tier, Experience, Manager and Champion. Invite adds people to the partner’s portal, and View portal opens it. When the partner has no portal yet, the card offers Create portal. On an account that is not a partner, the card reads Not a partner yet and offers Create partner, prefilled with the account’s name and website.

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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.