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If your partners live in Teams, asking them to leave for a portal is friction. Bringing the Introw agent into the channel lets a partner refer a deal in the same place they already talk to your team, with the referral landing attributed and CRM-ready. This guide connects Teams and confirms referrals from chat are credited correctly.

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What you’ll achieve

The Introw agent live in a partner Teams channel, taking referrals from a message and writing them to your CRM attributed to the referring partner, verified with a test referral.

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Before you start

1

Build the referral form

A referral form that creates a deal or lead must exist, since the agent submits through it. See Build and share a referral form.
2

Connect Microsoft Teams

Your Teams tenant must be connected to Introw. See Connect Microsoft Teams.

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Steps

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Set up the Teams channel

1

Connect Microsoft Teams

Connect your Teams tenant so the Introw agent can take s from chat. See Connect Microsoft Teams.
2

Bring the agent into a channel

Add the Introw agent to the partner channel where deals come up.
3

Let partners submit from a message

Partners give the agent the deal details in a message, and it submits the through the same form flow so they can without leaving Teams.

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Confirm attribution

1

Map the channel to the partner

For credit to be automatic, the channel the partner uses should be tied to that partner so the agent knows who is referring. See Map a partner channel.
2

Send a test and check the credit

Message the agent with a test deal in a connected channel, then open Submissions. Confirm the referral appears under Form submissions attributed to the right partner, with the deal created in your CRM.

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Verify it worked

A test message to the agent appears as a referral in Submissions, attributed to the partner, with a matching deal in your CRM. Partners can now refer without leaving Teams.

Refer via Slack

Refer from a Slack channel instead.

Connect Microsoft Teams

Set up the Teams integration.