What you’ll achieve
A partner who runs their own HubSpot can link their deal to the matching deal in your CRM. Once linked, the two records become one shared opportunity: both sides collaborate on it, and changes the partner makes on their linked deal sync across so neither team is guessing what the other sees.Before you start
Confirm Partner Connect is enabled
Partner Connect is enabled for your organization. If you do not see it, contact Introw to have it turned on.
Make sure there are deals to link to
Deal linking matches a partner deal to one of yours, so your deals must be attributed to the partner and surfaced in their experience first. See Set up a shared pipeline.
Give the partner portal access
The partner contact needs access to your partner experience, so they can reach Partner Connect and see the deals you expose for linking.
Steps
Confirm the co-sell is ready on your side
Open Partners and check the relationship
Go to Partners and open the partner you are co-selling with. Confirm Partner Connect is enabled for your organization, that the deals you want to share are attributed to this partner, and that the partner contact who will do the linking has access to the experience. These three things are what make a deal available to link to on the partner’s side.
The partner connects HubSpot and installs the Introw card
Connect HubSpot
In their own portal, the partner opens Integrations and connects their HubSpot account. This is the CRM their deals are pulled from, so it has to be connected before anything can be linked. Deal linking is HubSpot-only, so a partner on a different CRM cannot complete this path.
Add the Introw card
On the Add the Introw card step, the partner installs the Introw card into HubSpot. The card is what renders the shared deal context on the HubSpot record and is required for linking to work end to end.
Link the deal
Open Link existing deals
The partner opens the Link existing deals step, which lists the deals you have exposed to them. Walk the controls they use here:
- Vendor selector - when the partner co-sells with more than one vendor, this picks whose deals to link; it defaults to the first vendor they have access to.
- All / To do / Done tabs - these split the list by link state so the partner can work through what is left. To do holds deals not yet linked, Done holds linked ones, and each tab shows a count.
- Search - filters the exposed vendor deals by name when the list is long.
Match it to a deal in their CRM
The partner selects one of your deals, then in the side panel searches their own HubSpot deals for the matching opportunity. Search your deals narrows their HubSpot records; they pick the one that represents the same opportunity. Choosing the right counterpart matters because the link is what keeps the two records in sync afterward.
Link it
The partner chooses Link deal. The two records are joined into one shared opportunity, the deal moves to the Done tab, and both sides can now work it together. If they linked the wrong record, they can undo it - see Unlink a deal. If there is no matching deal in your CRM to link to, they register the deal instead - see Register instead of link.
Verify it worked
The linked deal appears in the Done tab on the partner’s side and shows your deal beside theirs as connected. From then on, both teams collaborate on the same opportunity, and updates the partner makes on their HubSpot deal sync across to the shared record.Related
Register instead of link
Create a shared deal when there is nothing in your CRM to link to.
Unlink a deal
Disconnect a linked deal that no longer applies.
Set up a shared pipeline
Attribute and expose the deals partners link to.
Implementation reference
Full configuration options.