Partner CRM

Open in Introw: Integrations

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How it works

Partner CRM is the partner-side experience: the partner connects their own CRM, installs the Introw card, and from then on the vendor’s deal context and actions appear on their own records. The pieces that power it are documented in their canonical homes - this page ties them together for the partner-side setup and points to each guide.

• The partner connects their CRM and installs the Introw card - the same embed that renders vendor deal context on the record. See CRM embed.
• The partner registers deals and shares leads from the record. See Register a deal from HubSpot and Deal Registration.
• The partner collaborates and reaches the right rep from the record. See Collaborate from HubSpot deals and tickets.
• Deal coaching surfaces in context. See Deal Coaching.

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Prerequisites

• The partner runs their own CRM (HubSpot today for deal linking; Salesforce partners register instead).
• The partner contact has access to the vendor’s partner experience.
• The vendor has deal attribution configured, so there are deals to surface and link.

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Settings & configuration

The partner completes connection and card installation from Integrations in their own portal, then works vendor deals from their CRM record. Vendor-side configuration (attribution, what partners see and edit) lives with the vendor. HubSpot connection lives on the partner’s Integrations screen and is where the partner authorizes their CRM and installs the Introw card. Until the card is verified, the record actions are not available.

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Setup walkthrough

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How-to guides

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Limits & gotchas

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Troubleshooting

• The Introw card is not showing on the record - the card is not installed or not yet verified in the partner’s CRM.
• No vendor deals appear to link - the vendor has not attributed deals to this partner, or the partner contact lacks experience access.