How it works
Referrer updates are partner notifications driven by your CRM. When an object related to a partner is updated or reaches a winning stage, Introw can send that partner an email and a chat message. You set the defaults for which events notify partners org-wide, and you can override them per pipeline embed and per segment. There is no separate “referral autopilot” to configure. Instead you decide which CRM events count as progress worth telling a referrer about, and which properties to watch for changes, and Introw handles the delivery.Prerequisites
- A connected CRM with partner attribution, so updates reach the right referrer.
- Chat updates require a Slack or Teams connection.
Settings & configuration
Org defaults live in Notification settings; per-deal behavior is set on the CRM embed in the Experience builder.Object updates
Object updates notifies a partner when an object related to them is updated in your CRM. This is the workhorse for progress: a stage change on a referred deal counts as an update, so referrers hear about advancement. Keep it on for the partner audience to drive ongoing updates.Deal closed won
Deal closed won notifies a partner when a related deal is won. Use it to celebrate the outcome with the referrer and reinforce that referring pays off. It is on by default for the partner audience.Watched properties
On a deal pipeline embed, the Notifications section controls which changes notify partners and lets you mark individual properties with Notify change to partners or Don’t notify change to partners. Use this to watch the fields that represent real progress, like stage, and to silence noisy fields referrers do not care about.Delivery channels
Each notification can be delivered by email and, where connected, by Slack or Teams. Choose the channel mix that fits how your referrers prefer to hear from you.Setup walkthrough
Open notification settings
Go to Notification settings and review the partner audience defaults.
Turn on progress events
Ensure Object updates and Deal closed won are on for partners, by email and chat.
Tune watched properties
On the deal pipeline embed, set which properties notify partners so updates reflect real progress.
How-to guides
Keep referrers updated
Set up the notifications that keep referrers in the loop as their deals progress, win, and reach them by email and chat.
Limits & gotchas
Troubleshooting
- A referrer gets no updates - confirm the deal is attributed to that partner and that partner notifications are on.
- Stage changes do not notify - add the stage field to the embed’s watched properties.
- Chat messages do not arrive - check that Slack or Teams is connected and selected as a channel.