> ## 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.

# Detect partners from your CRM

> Understand how Introw builds and keeps your partner list from CRM records, and where to run the connect-and-detect setup.

{/* Your CRM already knows who your partners are. Introw builds the partners list from those
  records, links each partner back to its CRM record, and can keep importing new matches on
  its own. This guide explains how that detection works so the partners list makes sense, then
  points you to the canonical connect-and-detect setup, which lives with the CRM integration. */}

## 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.

## Before you start

<Steps>
  <Step title="Confirm access">
    You need access to integration settings, and a CRM (HubSpot, Salesforce, or Pipedrive) you can authorize.
  </Step>
</Steps>

## 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.

## 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](https://app.introw.io/settings/integrations) and follow the connect guide for your CRM, then choose how partners are stored and which records sync.

## Verify it worked

Open [Partners](https://app.introw.io/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.

## Related

<CardGroup cols={2}>
  <Card title="Choose how partners are stored" icon="book-open" href="/features/integrations/crm/guides/connect-hubspot">
    The canonical setup: pick the CRM partner object.
  </Card>

  <Card title="Filter which partners sync" icon="book-open" href="/features/integrations/crm/guides/connect-hubspot">
    Narrow detection and turn on automatic sync.
  </Card>

  <Card title="Create a partner manually" icon="book-open" href="./create-a-partner-manually">
    Add a partner before sync detects them.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options for the partners list.
  </Card>
</CardGroup>