> ## 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 HubSpot, and link their deal to yours so both sides co-sell on one shared opportunity in the CRM.

## 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>

## Watch it

The partner's side of linking, from the deal the vendor already has to one shared opportunity:

<Tabs>
  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 10", border: 0 }} src="https://demo.arcade.software/os0Dd7cINL1015YH3hJi?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true" title="Link a deal that is already registered with the vendor" loading="lazy" allow="clipboard-write" />
  </Tab>
</Tabs>

## 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="The partner signs in to their own Introw account">
    All of this happens at [partners.introw.io](https://partners.introw.io), the partner's own Introw account, not inside your portal. If nobody from that partner has one yet, they sign up there first with Google, Microsoft, or an emailed verification code. Your portal shows up on their home screen automatically once you have granted their address access. See [Get started as a partner](./get-started-at-partners-introw-io).
  </Step>

  <Step title="Connect HubSpot">
    From **Settings, Integrations, CRM & Data**, the partner 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. The connection is company-level on their side, so a partner who already connected for another vendor skips this step entirely.
  </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 work the same opportunity: the partner reads your live deal status from the Introw card on their own record, and pushes updates and comments back to it from there.

<Info>
  Set the expectation with your team correctly. A link makes your side of the deal readable on the partner's record and lets them update and comment on it from there. It is not a silent background mirror of their pipeline fields into your CRM, so partner-side changes reach you when the partner sends them, using **Edit deal** or a comment on the card. See [Work deals from the Introw card](./work-deals-from-the-introw-card).
</Info>

## Related

<CardGroup cols={2}>
  <Card title="Work deals from the Introw card" icon="rectangle-list" href="./work-deals-from-the-introw-card">
    What the partner's reps do after linking.
  </Card>

  <Card title="Roll out at scale" icon="users" href="./roll-out-partner-connect-at-scale">
    Sequence this across hundreds of partners.
  </Card>

  <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>
</CardGroup>
