What you’ll achieve
A HubSpot deal linked to the right partner, with attribution captured in Introw, so the deal appears in the partner’s pipeline and counts toward partner-attached revenue and commissions, with no duplicate data entry.Before you start
Add the Introw card
The Introw card must be on the deal record. See Set up Introw inside HubSpot.
Steps
Open the deal and find the Introw card
In HubSpot, open the deal and find the Introw Collaboration card. If no partner is linked, the card shows that no partner is involved yet and offers the action to bring one in.
Register or link the deal to a partner
From the card, choose to register the deal as a partner deal or link it to an existing partner. Register when this is a new partner-attached deal that should be captured; link when the deal already exists and you only need to attach the partner. This is the step that creates the partner attribution on the deal.
Verify it worked
The Introw card shows the deal linked to the partner, and the deal appears in that partner’s pipeline in Introw, so it counts toward partner-attached revenue and any commission that depends on it.Related
Connected Deals
Two-way deal linking with partners.
Collaborate from HubSpot deals and tickets
Share and comment with the partner on the record.
Implementation reference
Full configuration options.