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What you’ll achieve

A clear picture of how partner detection works: which CRM object Introw treats as a partner, which records actually count, and how new matches keep flowing in without manual imports. With detection set up, your partners list stays current as a by-product of your CRM, not a chore.

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Before you start

1

Confirm access

You need access to integration settings, and a CRM (HubSpot, Salesforce, or Pipedrive) you can authorize.

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How detection works

Introw builds your partner list by answering three questions during CRM setup:
  • How partners are stored - the CRM object that represents a partner, such as Company, Account, or a custom Partner object. This tells Introw where to look.
  • Which records count - the filters (CRM properties plus manual selection) that narrow that object down to the records that are really partners. Only matching records become partners in Introw.
  • What attributes to them - the linked objects (such as deals or contacts) that should appear on each partner record, so their pipeline and people show up automatically.
Once detection covers your full set of partners, you can turn on automatic sync so any new CRM record that matches your filters becomes a partner in Introw on its own. From then on the list stays current without anyone re-running an import.

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Run the setup

The connect-and-detect setup is the same three-step wizard used to connect your CRM, so it lives with the CRM integration rather than being duplicated here. Open Settings, then Integrations and follow the connect guide for your CRM, then choose how partners are stored and which records sync.

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Verify it worked

Open Partners. Your detected partners appear in the list, each linked to its CRM record, with linked deals visible on the partner detail page. A newly qualifying CRM record appears without you importing it once automatic sync is on.

Choose how partners are stored

The canonical setup: pick the CRM partner object.

Filter which partners sync

Narrow detection and turn on automatic sync.

Create a partner manually

Add a partner before sync detects them.

Implementation reference

Full configuration options for the partners list.