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Connecting HubSpot is the partner-side setup for Partner CRM: once you connect your own HubSpot and install the Introw card, the vendor on your deal and their live status appear right on your HubSpot record, and you can register, link, and co-sell without leaving your CRM. You only do this once.

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What you’ll achieve

Your own HubSpot connected to the vendor’s Introw, with the Introw Partner Connect card installed and verified on your deals. From then on, vendor deal context and actions render on your HubSpot records, and you can link existing deals to the vendor’s matching deal.

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Before you start

1

Have portal access to the vendor's experience

You need access to the vendor’s partner experience, which is where the Integrations page and the HubSpot setup wizard live.
2

Be a HubSpot admin

Connecting the account and adding a card to the default deal view requires HubSpot permissions to authorize an app and edit record customization.
3

Run HubSpot as your CRM

Partner-side connection and deal linking are HubSpot-only today. If you run Salesforce, register the deal instead of linking it.

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Steps

1

Open Integrations and connect HubSpot

In your partner portal, go to Integrations and connect your HubSpot account. This authorizes Introw against your HubSpot and is what every later step builds on, so it has to finish successfully before the Introw card will appear in HubSpot.
2

Add the Introw card to your deals

On the Add the Introw card step, open your HubSpot deal record customization settings, then:
  • Go to Settings → Objects → Deals and click Customize the default deal view.
  • Click + to add a new card, switch to the Card library tab, and search Introw.
  • Drag the Introw Partner Connect card into your preferred position on the deal page.
  • Click Save in the top right.
This puts the Introw panel inside every HubSpot deal - where you share deals with vendors and see their status. You only need to add it once. If the card is not in the library, the HubSpot connection in the previous step did not finish.
3

Verify the card is live

On the Verify installation step, open any deal in HubSpot and look for the Introw card on the deal page. Introw detects the card automatically and, once found, advances you to linking. If automatic detection is unavailable, confirm the card is visible on a deal and continue - a visible card means setup is fine.
4

Link your existing deals

Once the card is verified, you land on Link existing deals, where you match your HubSpot deals to the vendor’s. For the full linking flow, see Enable Partner Connect and link a deal.

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Verify it worked

Open a deal in your HubSpot and confirm the Introw card renders vendor context on the record. On the setup wizard, the Verify installation step shows Introw card detected and the HubSpot connection shows as active, so you are ready to link and co-sell from your own CRM.

Enable Partner Connect and link a deal

Link your HubSpot deals to the vendor’s matching deal.

Register instead of link

Create a shared deal when there is nothing in the vendor’s CRM to link to.

CRM embed

How the Introw card renders vendor context on the record.

Implementation reference

Partner CRM setup, prerequisites, and troubleshooting.