> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Introw inside HubSpot

> Authorize the Introw app in HubSpot and add the Introw cards to deal, ticket, and company records so reps work with partners without leaving the CRM.

The Introw cards bring partner context directly onto HubSpot records: a rep sees the linked partner, the collaborators, and the actions to share, collaborate, register, or link a deal, all without leaving the CRM. This guide takes you from connecting the Introw app in HubSpot through adding the cards to your deal, ticket, and company records, so the embed is live for your whole team and partner work happens where sales already is.

## What you'll achieve

The Introw cards pinned to your HubSpot deal, ticket, and company records, so every rep opening a partner-linked record sees the partner, can collaborate and share, and can register or link the deal in place. This is the foundation for the in-CRM collaboration, registration, and reporting jobs.

## Before you start

<Steps>
  <Step title="Be a HubSpot admin">
    You need HubSpot admin rights to authorize the app and to edit the record customization that controls which cards appear.
  </Step>

  <Step title="Have permission in Introw">
    You need permission to manage integrations in Introw.
  </Step>
</Steps>

## Steps

### Authorize the Introw app in HubSpot

<Steps>
  <Step title="Connect HubSpot">
    Go to [Integrations](https://app.introw.io/settings/integrations?category=crm) and confirm HubSpot is connected. If it is not, connect it first: see [Connect HubSpot as your source of truth](/features/integrations/crm/guides/connect-hubspot). Authorizing HubSpot is what installs the Introw app in your portal and registers its cards, so there is no separate marketplace install step.
  </Step>

  <Step title="Accept every requested scope">
    During the HubSpot authorization, accept all requested permission scopes. The cards rely on access to deals, tickets, companies, and related objects; if any scope is declined the cards cannot load that data.
  </Step>

  <Step title="Install scope updates when prompted">
    If the HubSpot tile later shows **Update available** or the connection header shows **Install update**, run it and re-authorize. HubSpot requires this when the app adds permissions (for example for quotes or certificates), and the cards and events stay current once you do.
  </Step>
</Steps>

### Add the cards to HubSpot records

<Steps>
  <Step title="Open a record and edit its customization">
    In HubSpot, open any deal, then use HubSpot's record customization (the option to customize the record's cards or sidebar). You add a card once per object type and it appears on every record of that type for the assigned users.
  </Step>

  <Step title="Add the Introw card from the card library">
    In HubSpot's card library, search for **Introw** and add the Introw card to the record:

    * On **deals** and **tickets**, add the **Introw Collaboration** card. This is the card reps use to see the linked partner, collaborate, share the record, and register or link a deal.
    * On **companies**, add the **Introw Partner** card so reps can see and create the partner, invite contacts, and open the partner portal from the company record.
  </Step>

  <Step title="Save the customization for everyone">
    Save the record customization (and assign it to the right teams or views) so the card shows for all the reps who need it. Repeat for each object type you want covered: deals, tickets, and companies.
  </Step>
</Steps>

## Verify it worked

Open a HubSpot deal that is linked to a partner: the **Introw Collaboration** card loads the partner, collaborators, and actions. Open a partner company and the **Introw Partner** card loads partner context. An unlinked record instead offers the option to share or create the partner, which is expected.

## Related

<CardGroup cols={2}>
  <Card title="Collaborate from HubSpot deals and tickets" icon="book-open" href="./collaborate-from-hubspot-deals-and-tickets">
    Share and comment with partners from the record.
  </Card>

  <Card title="Register a deal from HubSpot" icon="book-open" href="./register-a-deal-from-hubspot">
    Register or link a partner deal in the CRM.
  </Card>

  <Card title="Embed Introw in Salesforce" icon="book-open" href="./embed-introw-in-salesforce">
    The equivalent setup for Salesforce.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>