Remark: when adding partners, we will not send emails to them. Adding your partners to Introw is designed to automatically gather all the information from your partners that is living inside your CRM
Add your partners to Introw via your CRM integration
When you set up the integration between Introw and your CRM, you can import your partners directly from your CRM into Introw.
Manual import
First, identify how your partners are stored within your CRM. You can then multi-select specific partners or select all, and import them into Introw. Once imported, you can start creating partner rooms and collaborate with them immediately.
Steps:
Go to your CRM Integration - Configure
Click Find Partners in your CRM.
Select the partners you want to import.
Continue with "Number” of partners.
Automated partner creation
Introw supports automated partner synchronisation. With this option, your partners are automatically synced from your CRM based on the filters you set. This ensures your partner list in Introw is always up-to-date without manual imports.
Steps:
Go to your CRM Integration - Configure
Click Find Partners in your CRM.
Click Sync on the top right
Confirm to enable auto-sync.
Add your partners to Introw via the partner overview
On the partner overview there is the option to "Create partner", this will show a pop-up to select any account from your CRM that resembles your partner.
Go to Partners > Create Partner
Select which partner company from your CRM you want to add as a partner in Introw.
Show CRM info on the partner overview
Introw allows you to visualize any property from your CRM directly within the Partner Overview.
Each property is linked to the corresponding partner record property it represents in your CRM, giving you a clear, connected view of your data without needing to switch platforms.
