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.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).
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.
- Owners on the partner account become the partner’s manager in Introw, added to the partner’s team, so ownership carries over without reassigning anyone by hand. An owner who is not yet on your team is suggested as a team member you accept with one click, shown as Requested under Settings, Team. None of this needs SSO.
- 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.
Steps
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, sets each partner’s manager from its CRM account owner, and pulls their contacts in with them.
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.
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.
Show more CRM fields on your tables
Segments aren’t the only place synced fields appear. Any partner or contact CRM field - standard or custom, from the Account/Company, the contacts, or a custom partner object - can be added as a column on the partner and contact tables (and object overviews), and renamed to a friendly label. So the tables your team works in show exactly the fields you care about, not just tier and segment. See Show and rename CRM fields.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.Related
Drive contact portal access from your CRM
The full reference for access and role mapping.
Show & rename CRM fields
Put any CRM field on your partner and contact tables - renamed to partner-friendly labels.
Attribute deals to partners
Link those partners’ deals back to them (HubSpot; see also Salesforce).
Create a dynamic segment
Build segments on synced CRM fields.
Provision people and access
How owners, contacts, and your team get into Introw, and how access is governed.
Implementation reference
Full configuration options.