> ## 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.

# Sync partners & contacts from your CRM

> Pull all your partner accounts and their contacts live from the CRM, drive portal access from a CRM field, and build dynamic segments on account and contact data.

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.

## 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

<Steps>
  <Step title="Connect your CRM">
    A CRM must be connected and syncing. See [Connect HubSpot](./connect-hubspot) or [Connect Salesforce](./connect-salesforce).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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).
  </Step>
</Steps>

## 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.

## Steps

### Import partners with their contacts

<Steps>
  <Step title="Open the partner storage and filter steps">
    In [Integrations → CRM & Data](https://app.introw.io/settings/integrations?category=crm), open the connected CRM with **Configure** and confirm the partner object on **How do you store partners in your CRM?**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

### Drive portal access from a CRM field

<Steps>
  <Step title="Open a partner's People">
    Go to [Partners](https://app.introw.io/partners), open a partner, and open the **People** tab.
  </Step>

  <Step title="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]**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](./map-contact-portal-access).
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="Create a dynamic segment">
    Go to [Segments](https://app.introw.io/settings/segments) and create a segment with rules on synced fields - account fields (tier, region, partner type, lifecycle stage) and contact fields (role, seniority, country).
  </Step>

  <Step title="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](/features/partners/segments).
  </Step>
</Steps>

## 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

<CardGroup cols={2}>
  <Card title="Drive contact portal access from your CRM" icon="book-open" href="./map-contact-portal-access">
    The full reference for access and role mapping.
  </Card>

  <Card title="Attribution options" icon="book-open" href="./attribution-options">
    Link those partners' deals back to them.
  </Card>

  <Card title="Create a dynamic segment" icon="book-open" href="/features/partners/segments/guides/create-a-dynamic-segment">
    Build segments on synced CRM fields.
  </Card>

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