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Open in Introw: Partners

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How it works

Introw builds your partner list from your CRM. During CRM setup you answer three questions: how partners are stored in your CRM, which records actually count as partners, and which objects (like deals) to link to them. From your answers, Introw imports matching records as partners, links each one back to its CRM record, and can keep importing new matches on its own. Every partner lands in a phase, the lifecycle stage shown as a column in the grid view of the partners list. You manage the list itself with views: saved combinations of filters, columns, and sharing that let different teams look at partners the way they need to. Open any partner to see their people, deals, tasks, notes, assets, and goals, and to set per-partner fields like phase, tier, champion, and language.

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Prerequisites

  • A connected CRM (HubSpot or Salesforce) to detect and sync partners.
  • Write access to Partners to create partners and edit the list.
  • Access to integration settings to configure detection and sync.

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Settings & configuration

Partner detection and sync are configured in the CRM setup flow, reached from Settings, then Integrations. The list itself is configured directly on the Partners page.

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CRM detection and sync

How partners are stored is the first setup step. You pick the CRM object that represents a partner, such as Company, Account, or a custom Partner object, and confirm it. This tells Introw where to look. Partner filters narrow that object down to the records that are really partners, using CRM properties plus manual selection. Only records that match become partners in Introw. Automatically sync new partners is the toggle that keeps detection ongoing. When it is on, any new CRM record that matches your filters becomes a partner in Introw without manual work. It becomes available once your filter selection covers all partners, so Introw knows the full set it should watch. Linked objects decide what gets attributed to each partner, such as the deals or contacts associated with them. You define one or more named links so partner deals and people show up on the partner record.

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The partners list

View switches between List view, a table of partners, and Grid view, a board with one column per phase. The choice is remembered for you. Phases are the lifecycle stages partners move through. They are managed from the list’s configure panel, where you can add a phase, rename it, reorder phases, and remove one (migrating its partners to another phase first). A fresh workspace starts with a default set from potential partner through to won and lost. Views are saved looks at the list. Each view has its own filters, visible properties, and a sharing setting of Private or Shared with team. Use the configure panel to choose which partner properties appear as columns and to add new ones. Bulk edit appears when you select one or more partners with the row checkboxes. From the bulk actions bar you can update Tier, Commission Plan, Currency, or a partner team role for every selected partner at once, or run other actions such as applying an experience or adding a comment.

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Per-partner fields

On a partner’s detail page you can set fields such as Phase, Tier, Champion, Language, and (when enabled) Currency, and you can update the partner’s company or its link to the CRM record. Segment membership is shown here too, but it is driven by your segments, not edited on the partner.

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Setup walkthrough

1

Tell Introw how partners are stored

In CRM setup, choose the CRM object that represents a partner and confirm it.
2

Filter to your real partners

Add CRM property filters (and select records) so only true partners are detected.
3

Turn on automatic sync

Once your selection covers all partners, enable Automatically sync new partners so new matches flow in.
4

Link partner objects

Define which objects, like deals, attribute to partners so they appear on the record.
5

Organize the list

Set up phases and a shared view with the columns and filters your team needs.

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How-to guides

Bulk update partners

Change tier, commission plan, currency, team roles, or the published experience for many partners at once.

Create a partner manually

Add a single partner by hand, linked to its CRM company, before sync detects it.

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.

Organize the partners list

Build views, columns, filters, and lifecycle phases so each team reads the partners list the way they need to, then act on partners in bulk.

Work a partner record

Open a partner, set every field that drives their experience, keep their contacts current, and capture the context your team needs.

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Limits & gotchas

Automatic sync only becomes available once your filter selection covers all partners, so Introw knows the full set to watch. Removing a phase requires moving its partners to another phase first. Partner detection depends on a connected CRM; without one you can still create partners manually, but there is nothing to sync against.

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Troubleshooting

  • A partner is missing from the list - check that the record matches your partner filters, or create it manually from its CRM company.
  • New partners are not appearing - automatic sync is likely off, or your filter selection does not yet cover all partners; revisit the find step.
  • A teammate cannot see your view - the view is set to Private; switch it to Shared with team.