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Introw syncs partner course enrollments and certificates into Salesforce, so your team can track a partner’s learning progress and earned certificates without leaving the CRM. This guide adds Introw’s related lists to your Account and Contact page layouts so that synced data appears on the records your team already uses. The sync is automatic; you add the related lists once per layout.

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What you’ll achieve

Introw course enrollment and certificate related lists showing on your Salesforce Account and Contact page layouts, kept current from Introw, so training and certification status is visible on the records your team works in.

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Before you start

1

Connect or reconnect the Introw app to Salesforce

Introw must be connected to Salesforce. Connections created before January 1, 2026 must be reconnected once so Introw can sync the course enrollment and certificate objects into your org. New connections already include the required permissions. See Connect Salesforce.
2

Have Salesforce admin permission to edit page layouts

Adding related lists to Account and Contact layouts requires Salesforce admin access.
3

Enroll partners and issue certificates in Introw

The related lists show real data once partners are enrolled and certificates issued. See Manually enroll partners and Create a certificate.

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Steps

1

Confirm the Salesforce connection in Introw

Go to Integrations and confirm Salesforce is connected. If your connection predates January 1, 2026, reconnect it here so the course and certificate objects sync into Salesforce. This is the only step inside Introw; the rest happens in Salesforce Setup.
2

Add the related lists to the Account layout

In Salesforce, go to Setup, open Object Manager, select Account, open Page Layouts, and edit the layout your team uses. Drag Introw’s course enrollment and certificate related lists onto the layout, then save. This shows partner learning at the account level.
3

Add the related lists to the Contact layout

Repeat on the Contact object: open Object Manager, select Contact, open Page Layouts, add Introw’s course enrollment and certificate related lists, and save. This shows per-person progress for each partner contact.

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Verify it worked

Open a Salesforce Account for a partner with training activity in Introw: the Introw related lists show their course enrollments and certificates, matching Introw. Open a Contact for one of that partner’s people and confirm their individual enrollments and certificates appear too.

Show course progress in HubSpot

The same visibility on HubSpot records.

Embed Introw in Salesforce

Bring the full Introw experience into Salesforce.

Connect Salesforce

Connect or reconnect the Introw app.