> ## 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.

# Enable Partner Connect and link a deal

> Turn on Partner Connect, have a partner connect their own HubSpot, and link their deal to the matching deal in your CRM so both sides co-sell on one shared opportunity.

{/* Partner Connect joins a deal in a partner's CRM to the matching deal in yours, so two
  separate opportunities become one shared deal that both teams work and that stays in sync.
  Reach for it when a co-sell partner manages the same opportunity in their own HubSpot and
  you want updates to flow across without a CRM seat. The whole job spans both sides: you
  confirm the capability and the deals to link to, the partner connects HubSpot and installs
  the Introw card, then they link each deal. Deal linking is HubSpot-only today. */}

## 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

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

  <Step title="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](/features/co-selling/shared-pipelines/guides/set-up-a-shared-pipeline).
  </Step>

  <Step title="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.
  </Step>

  <Step title="The partner runs HubSpot">
    Linking pulls deals from the partner's own CRM, which today must be HubSpot. Salesforce deal linking is not available, so a Salesforce partner registers the deal instead.
  </Step>
</Steps>

## Steps

### Confirm the co-sell is ready on your side

<Steps>
  <Step title="Open Partners and check the relationship">
    Go to [Partners](https://app.introw.io/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.
  </Step>
</Steps>

### The partner connects HubSpot and installs the Introw card

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

  <Step title="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.
  </Step>

  <Step title="Verify installation">
    On the **Verify installation** step, Introw checks that the card loaded in the partner's HubSpot. Once it has been detected the partner advances automatically to linking; until then, this step holds them so a half-finished setup does not look ready.
  </Step>
</Steps>

### Link the deal

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

  <Step title="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.
  </Step>

  <Step title="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](./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](./register-instead-of-link).
  </Step>
</Steps>

## 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

<CardGroup cols={2}>
  <Card title="Register instead of link" icon="file-circle-plus" href="./register-instead-of-link">
    Create a shared deal when there is nothing in your CRM to link to.
  </Card>

  <Card title="Unlink a deal" icon="link-slash" href="./unlink-a-deal">
    Disconnect a linked deal that no longer applies.
  </Card>

  <Card title="Set up a shared pipeline" icon="diagram-project" href="/features/co-selling/shared-pipelines/guides/set-up-a-shared-pipeline">
    Attribute and expose the deals partners link to.
  </Card>

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