> ## 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 syncs your partner list from CRM records, and where to run the connect-and-detect setup to keep it current.

## 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 or Salesforce) you can authorize.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/partners/partner-management/guides/detect-partners-from-your-crm/steps/01.png?v=1791287086" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/partners/partner-management/guides/detect-partners-from-your-crm/video.webm?v=1791287086#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/partners/partner-management/guides/detect-partners-from-your-crm/walkthrough.html?v=1791287086" />
  </Tab>
</Tabs>

## How detection works

Introw builds your partner list from three answers, given across the two setup steps, **Import partners** and **Attribute objects**:

* **How partners are stored** (**Import partners**, **Partner object**) - 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** (**Import partners**, **When...**) - the conditions (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** (**Attribute objects**) - 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.

Detection brings the people too, not just the account. Each partner's CRM account owner is suggested as a team member you accept with one click and set as the partner's manager (shown as **Requested** under **Settings, Team**), and the contacts associated with the partner's company are imported under the partner's **People**, ready to be given portal access. All of this runs from the CRM sync, with no SSO required. For the full picture of how people and access flow from the CRM, see [Provisioning](/features/access/provisioning).

## Run the setup

The connect-and-detect setup is the same setup page 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="Provision people and access" icon="user-plus" href="/features/access/provisioning">
    How owners and contacts arrive with each partner, and how access is governed.
  </Card>

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


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