What you’ll achieve
A live HubSpot workflow that enrolls on a real partner action - a form submitted, a portal visit, a comment, a shared record updated - runs the follow-up your team would otherwise do by hand, and can write the result back into Introw.The app events you can trigger on
Six events, each written twice: once against the partner’s contact and once against their company, so you can work at either grain.
Those carried values are the event’s properties, and they are what HubSpot lets you filter and group on.
Each card also shows a detail block - every submitted field on Form submitted, the before and after values on Object update and Deal closed won.
Read that on the timeline, but treat it as display data: HubSpot does not expose it to filters, lists, or reports.
Five of the six are partner-initiated by design.
Your own team working a record in HubSpot writes no event, because that activity is already in HubSpot.
Form submitted is the exception: it fires for any submission, including one your team files on a partner’s behalf, and lands on the submitter’s contact plus the partner’s company.
Repeat activity is grouped rather than counted per click: one portal visit per partner contact per portal in a four-hour window, one event for a view and a download of the same asset inside 30 minutes, one event for several field changes on the same record inside 30 minutes.
Previewing a portal as a partner writes nothing at all, so your own testing stays out of both the timeline and the numbers.
Before you start
1
Connect HubSpot with current scopes
Go to Integrations and confirm HubSpot shows as Connected.
If the tile shows Update available, or the header shows Install update, run it and re-authorize so the app holds the scopes it needs to write timeline events.
See Connect HubSpot as your source of truth.
2
Check your HubSpot subscription
Event enrollment triggers and the custom report builder both need a Professional or Enterprise subscription, on any hub.
Below those tiers the events still land on the timeline for people to read; they just cannot drive a workflow or a custom report.
3
Expect nothing to switch on in Introw
App events are governed by the HubSpot app being installed, not by an Introw setting.
There is no toggle and nothing to configure per event: let a partner act once, and the first events appear.
Steps
1
Pick the object the workflow runs on
Introw writes each event to both the partner’s contact and their company, so build a contact-based or company-based workflow.
Choose by what the follow-up needs.
A contact workflow gives you the person who acted, which is what you want for routing a submission or emailing the partner rep.
A company workflow gives you the partner account, which is what you want for account-level scoring, lifecycle, or alerting the account owner.
A deal-based or ticket-based workflow has nothing to enroll on here, because Introw does not write these events to deals or tickets.
2
Add the event as the enrollment trigger
In the workflow’s enrollment triggers, choose When an event occurs, open the Integrations category, and select Integration event occurs.
The Introw events are listed there once the app is installed; pick the one you want, for example Form submitted.
HubSpot enrolls the record each time that event arrives, so the workflow runs per action rather than per property state.
3
Narrow the trigger to the activity you care about
An unfiltered Form submitted trigger enrolls on every form: registrations, MDF requests, onboarding questionnaires.
Select + Add criteria to further define your trigger and filter on the event’s own properties - most often the form name, so only deal registrations enroll.
Do the same for the other events: a specific asset on Asset viewed, the kind of record on Object update.Add the enrollment filters you would use anywhere else (partner tier on the company, owner, country) in the same trigger group.
HubSpot evaluates those filters at the exact moment the event arrives, so a property set a second later is invisible to them.
4
Add the actions the activity should set off
Build the branch you would build for any other trigger: notify the partner manager, create a task for the AE who owns the account, rotate the record to an owner, set a property, start a sequence, or wait and check whether anyone responded.
For a deal registration, the useful shape is usually: enroll on Form submitted, filter to the registration form, then alert the partner manager and the AE who owns the account.
5
Act back in Introw from the same workflow
The workflow can finish the round trip inside Introw.
Introw ships custom workflow actions - create or update a partner, enroll a partner in a journey, issue a certificate - so a workflow triggered by partner activity writes the consequence straight back into the partner’s world.
See Use Introw workflow actions in HubSpot.
6
Turn it on and test with a real action
Activate the workflow, then have a partner (or your own test contact) take the action from the portal.
An event trigger only fires when the event actually arrives, so generate one by taking the action; editing a property will not enroll the record.
Open the workflow’s History and confirm the record enrolled and the actions ran.
Which trigger should you use
A partner action often writes a CRM record too, and that record is a trigger in its own right. The two are not interchangeable.
Timing decides most of these.
On a form that accepts submissions automatically, Introw writes the CRM records first and the app event after, so a workflow enrolling on the event can already read the deal it created.
On a form with an approval gate, the event fires when the partner submits, before any record exists - the acceptance is what writes the record later.
What you cannot automate this way
- Branching on an individual answer. The submitted fields are display data on the card, not filterable properties. To branch on what a partner answered, map that field to a CRM property in the form’s CRM automation and trigger on the record instead.
- Enrolling a deal or a ticket. The events are written to the contact and the company only.
- Firing on approval. Form submitted fires at submission, whether the form auto-accepts or waits for an approver.
- Catching every click. Repeat activity is grouped, so a workflow enrolling on Portal visit fires once per partner contact per four-hour window, not on every page they open.
- Running in Salesforce. App events are a HubSpot surface. Salesforce automation runs the other way around, from Introw’s own workflows writing into the CRM.
Verify it worked
Have a partner submit a form from their portal. Within seconds the linked HubSpot contact and company show a Form submitted card, and the workflow you built lists that record in its History with every action marked as run.Related
Report on partner engagement in HubSpot
The same events, counted: reports, lists, and lead scoring.
Use Introw workflow actions in HubSpot
The other half of the round trip: HubSpot workflows acting back into Introw.
Connect a form to your CRM
What a submission writes into HubSpot, and the records you can trigger on.
Introw workflows
Automation that runs inside Introw, on the same partner activity.
Set up Introw inside HubSpot
The app cards that put partner collaboration on the record itself.
Implementation reference
Full configuration options.