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Your sales team works in the CRM, so a partner’s tier, program, partnership manager, and team roles should be visible there too. Mapping each to a CRM property pushes the value back automatically, so reps see who is Gold or Silver and who owns the relationship without opening Introw, and any tier-based or owner-based logic in the CRM has the data it needs. This guide covers the full set of partner-to-CRM mappings end to end, including the one-click property creation HubSpot offers.

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What you’ll achieve

Changing a partner’s tier, program, manager, or team role in Introw writes the mapped value back to the partner record in your CRM, so sales and CRM automations always see current partner standing without anyone maintaining it by hand.

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Before you start

1

Connect your CRM and define tiers

A CRM must be connected, and you need at least one tier program defined. For tier sync you also need both Tiers and Integrations permission in Introw.
2

Prepare the CRM properties (or let Introw create them)

Each value writes to a property on the partner object in the CRM, so those properties must exist and be writable. On HubSpot, Introw can create the dedicated tier, manager, and role fields for you in one click, so you can skip manual setup there.

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Watch it

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Steps

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Sync tiers and programs

1

Open Tier Programs

Go to Tier Programs. In the header, select Sync (the CRM logo button). It reads In Sync once a mapping exists. This opens Sync tiers with [your CRM].
Open Tier Programs
2

Pick the tier property (and program property)

Choose the CRM properties that hold partner standing:
  • Tier property - the CRM property that stores a partner’s tier (for example Gold or Silver). This is the core mapping and is always shown.
  • Tier program property - shown only if you run more than one tier program. Map it so the CRM also records which program a partner belongs to, which keeps tiers meaningful when several programs share the same tier names.
Pick the tier property (and program property)
3

Let Introw create the fields on HubSpot

On HubSpot, if you have not created the properties yet, the dialog shows No field in [your CRM] yet?. Select Create Introw Partner Tier and Introw adds the dedicated tier and tier-program fields to the partner object for you, then maps to them automatically.
Let Introw create the fields on HubSpot
4

Match each tier to a CRM value

Once a property is selected, a table maps Tier to CRM Value. For each tier (and each program, if mapped), set the value to write into the CRM: pick an option for a dropdown property, or type the value for a text property. Introw pre-fills sensible values (the tier or program name) that you can adjust.
Match each tier to a CRM value
5

Save the tier sync

Select Save. Introw confirms the tier CRM sync is updated and writes current tier values back to the partner records.
Save the tier sync

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Sync managers and team roles

1

Open Partner team roles

In Introw, go to Settings, then Team, then Partner team roles. Open a role to see its detail panel. The partnership manager is the primary partner team role, so mapping that role is how the partner’s owner flows to the CRM; map any other roles you want reflected too.
2

Open the role sync

In the role’s detail header, select Sync (the CRM logo button), which opens Sync [role name] with [your CRM]. The button reads In Sync once mapped, and only appears when a CRM is connected.
3

Map the role property

Set the [role name] property to the CRM field that should hold this role’s members. Only owner or user-type CRM fields are eligible, since roles map to people. On HubSpot, if no field exists, select Create Introw [role name] field and Introw creates a dedicated multi-select field on the partner object and maps to it.
4

Save the role sync

Select Save. Introw confirms the role CRM sync is updated. Repeat for each role you want in the CRM; saving the primary role also keeps the partnership manager value in sync.

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Verify it worked

Change a partner’s tier in Introw and the mapped CRM property updates on the partner record after the sync. Assign a partnership manager or team role and the mapped CRM field reflects it, so reps see current tier, program, and ownership directly on the CRM record.

Drive contact portal access and roles from your CRM

Let the CRM govern who logs in and how contacts are grouped.

Configure tiers

Define your tiers and programs first.

Implementation reference

Full configuration options.