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Introw ships custom actions that a HubSpot admin can drop into any HubSpot workflow, so partner steps run automatically off the triggers you already use. When a company reaches a stage or a property changes, a workflow can create the partner in Introw, update their tier, enroll them in a journey, or issue a certificate, with no manual handoff. This guide shows how to add and configure an Introw action and covers the full action catalog so you pick the right one.

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What you’ll achieve

A HubSpot workflow that calls an Introw action as part of its automation, so partner onboarding and lifecycle steps happen automatically from CRM triggers instead of someone doing them by hand in Introw.

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Before you start

1

Connect HubSpot with current scopes

HubSpot must be connected and the app authorized with current scopes. See Set up Introw inside HubSpot. If actions are missing in HubSpot, re-authorize via Install update.
2

Know your trigger

Decide which HubSpot workflow (and enrollment trigger) should run the partner step, for example a company reaching a partner stage.

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Steps

1

Open or create the workflow

In HubSpot, open the workflow where you want partner automation, or create one with the enrollment trigger that should fire the step (most partner actions enroll on the company).
2

Add an Introw action

Add an action step and choose the Introw integration action. The actions available in a HubSpot workflow are:
  • Create partner - creates an Introw partner from the enrolled company. Use this to onboard a partner the moment a company qualifies. You can set the partner’s experience, partner manager, and portal access as part of the action.
  • Update partner - updates an existing partner’s experience, tier, phase, or manager. Use this to keep partner standing in step with CRM changes.
  • Enroll partner in journey - starts an Introw journey (onboarding or enablement checklist) for the partner, so the right tasks kick off automatically.
  • Issue certificate - issues a certificate to a contact or company, with an option to notify the recipient. Use this to recognize completion as part of a flow.
3

Configure the action's inputs

Set the action’s inputs for your case (for example the experience and partner manager on Create partner, or whether Issue certificate notifies the recipient). Map the inputs from the enrolled record’s properties where the action allows it, so each record runs with the right values.
4

Turn the workflow on and test

Activate the workflow and let a record enroll, or test with a sample record, to confirm the Introw action runs and the result appears in Introw.
Introw also exposes a broader set of tools to HubSpot’s AI agent (Breeze), including adding comments and tasks, updating CRM objects, submitting partner forms, and searching partners, commissions, tasks, form submissions, marketing funds, goals, and tier information. Those run inside the AI agent rather than as workflow steps; the four actions above are the ones you drop into a classic HubSpot workflow.

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Verify it worked

Let an enrolled record run the workflow and confirm the Introw result: the partner is created or updated, the journey starts, or the certificate is issued, exactly as the action specifies.

Report on partner engagement in HubSpot

Surface partner activity on the CRM timeline.

Set up Introw inside HubSpot

Authorize the app and add the cards.

Implementation reference

Full configuration options.