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Your partner accounts and the people inside them already live in your CRM. This guide makes Introw mirror them live - every partner account and its contacts are pulled in and kept current - so onboarding, access management, and segmentation run off CRM data instead of a separate spreadsheet you have to reconcile. The result: add a contact in the CRM and they show up in Introw; flip a field and their portal access changes; and you can target groups dynamically using the same account and contact fields your sales team already maintains.

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What you’ll achieve

All partner accounts and their contacts synced from the CRM and kept up to date automatically, portal access granted and revoked by a CRM field, and dynamic segments built on live account and contact properties - with no manual partner or contact list to maintain.

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Before you start

1

Connect your CRM

A CRM must be connected and syncing. See Connect HubSpot or Connect Salesforce.
2

Decide how partners are identified

Know which CRM object represents partners (Company/Account or a custom object) and the property or list that marks a record as a partner.
3

Create the access and role properties (optional)

If you want the CRM to drive access, create a writable portal access property on the contact (a checkbox or a Yes/No dropdown) and, optionally, a contact role property (dropdown or text).

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How the live sync works

When your CRM is connected, Introw pulls partner records and their associated contacts continuously - on a schedule and through webhooks - so the two stay in step:
  • Partner accounts that match your filter import as partners. Turn on automatically sync new partners and any future CRM record that matches becomes a partner without a re-import.
  • Contacts associated with each partner account are pulled in with it and kept current. New contacts in the CRM appear under the partner; changes flow through on the next sync.
  • Fields on both accounts and contacts sync too, which is what powers access management and segments below.
This is a live mirror, not a one-time import - so the partner and contact lists in Introw are always a reflection of the CRM, with nothing to maintain by hand.

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Steps

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Import partners with their contacts

1

Open the partner storage and filter steps

In Integrations → CRM & Data, open the connected CRM with Configure and confirm the partner object on How do you store partners in your CRM?.
2

Filter which records are partners

On Find partners in your CRM, narrow the partner object by a CRM property so only real partners import. The count updates as you filter.
3

Turn on automatic sync and import

With all matching records selected, enable Automatically sync new partners, then Continue with [N] partner(s). Introw imports the partners and pulls their contacts in with them.

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Drive portal access from a CRM field

1

Open a partner's People

Go to Partners, open a partner, and open the People tab.
2

Open the contact field sync

Select Configure, then on the Portal access (or Contact role) row select Sync (the CRM logo button) to open Sync contact fields with [your CRM].
3

Map the access property

Set Access property to the CRM contact property that controls access. A positive value (checked / Yes) keeps the contact’s access active; a negative value revokes it - so access is governed entirely from the CRM.
4

Map the role property (optional)

Set Role property to a CRM contact field used to group contacts (for example by job or function). This feeds segments and reports. Leave it unset if you only want to drive access.
5

Save

Select Save. From now on the CRM field decides who can log in. For the full reference, see Drive contact portal access and roles from your CRM.

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Build dynamic segments on account and contact fields

Because account and contact fields sync live, you can group partners and people by CRM data and let the group update itself as the CRM changes.
1

Create a dynamic segment

Go to Segments and create a segment with rules on synced fields - account fields (tier, region, partner type, lifecycle stage) and contact fields (role, seniority, country).
2

Use it everywhere

Target the segment for onboarding journeys, content sharing, notifications, course enrollment, and commission assignment. As CRM data changes, membership updates automatically. See Segments.

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Verify it worked

A filtered set of CRM companies appears as partners with their contacts populated under People. Add a contact in the CRM and it appears under the partner after the next sync. Set the access property to its positive value and the contact gains portal access; set it to negative and access is revoked. A dynamic segment built on a CRM field lists the expected partners or contacts and updates when the field changes.

Drive contact portal access from your CRM

The full reference for access and role mapping.

Attribution options

Link those partners’ deals back to them.

Create a dynamic segment

Build segments on synced CRM fields.

Implementation reference

Full configuration options.