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Collaborate from inside your HubSpot deals

Allow your team to collaborate with your partners while staying in HubSpot.

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated this week

Introw's Copilot card integrates directly into your HubSpot deal view, enabling you to:

  • Collaborate with partners: Assign and manage deals with partners directly from HubSpot.

  • Streamline workflows: Eliminate the need to switch between Introw and HubSpot.

  • Enhance communication: Track deal updates and partner interactions effortlessly.

How to Use It:

  1. Locate the Copilot Card: In your HubSpot deal view, you’ll see the Introw Copilot Card. If not, check out this article!

  2. Get an easy overview on who is managing the partner, who your champion is on the partner side and which partner tier they are in (Gold, silver, etc.).

  3. Manage Collaborations: Add comments, share updates, and track deal progress—all within HubSpot.

  4. Stay Synced: All updates are automatically reflected in the Introw platform, keeping everything in sync.

Watch this video below ⬇️

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