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Open in Introw: Partners

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How it works

Partner Connect links a deal in a partner’s CRM to the matching deal in yours. You invite a partner, the partner connects their CRM and installs the Introw card, and then they link their existing deals to yours or register a new shared deal. Once a deal is linked, both sides collaborate on the same opportunity, and updates to the partner’s linked deal sync across. On your side, Partner Connect shows up as a nudge on a deal you are co-selling, guiding the partner through inviting, connecting, and linking. The partner does the connecting and linking from Partner Connect, a dedicated experience for partners who run their own CRM.

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Prerequisites

  • Partner Connect enabled for your organization.
  • A connected CRM with deal attribution, so deals exist to link to.
  • Partners with their own CRM (currently HubSpot) to link from.

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Settings & configuration

You manage partners and the co-sell relationship from Partners; the partner completes setup and linking in Partner Connect.

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Enabling and inviting

With Partner Connect enabled, a deal you are co-selling shows a Partner Connect nudge that walks the relationship forward: invite the partner, have them finish connecting their tools, and then link the deal in their CRM.

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What the partner sets up

The partner connects their CRM, adds the Introw card to it, verifies the installation, and then links their existing deals. They do this from Partner Connect, the partner-facing setup and linking experience.

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Linking or registering

For each opportunity, the partner either links their existing deal to the matching deal in your CRM, or registers a new shared deal when there is nothing to link. Partner Connect groups deals to link as to do and done so the partner can work through them.

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After linking

Once linked, both sides collaborate on the shared opportunity, and changes to the partner’s linked deal sync across. A link can be removed if the deal no longer applies.

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Setup walkthrough

1

Confirm Partner Connect is enabled

Make sure Partner Connect is turned on for your organization.
2

Invite the partner

From a deal you are co-selling, use the Partner Connect nudge to invite the partner.
3

Have the partner connect their CRM

The partner connects their CRM, adds the Introw card, and verifies it in Partner Connect.
4

Link the deals

The partner links their existing deals to yours, or registers a new shared deal.
5

Collaborate

Work the linked opportunity together, with updates syncing across.

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How-to guides

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.

Register instead of link

When a partner has an opportunity that does not yet exist in your CRM, register it as a new shared deal instead of linking, so co-selling can still start.

Unlink a deal

Disconnect a linked partner deal from the matching deal in your CRM when the link was wrong or the opportunity is no longer joint.

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Limits & gotchas

Partner Connect must be enabled for your organization. It requires the partner to run their own CRM and complete the setup steps, including installing the Introw card. Deal linking needs deal attribution configured on your side so there are deals to link to.

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Troubleshooting

  • The Partner Connect nudge does not appear - Partner Connect is not enabled for your organization, or the deal is not in scope.
  • A partner cannot link deals - they have not finished connecting their CRM or installing the Introw card.
  • A linked deal is not syncing - the link may have been removed, or the partner’s CRM connection needs attention.