Introw forms give you the flexibility to create forms for your partners to fill in for any use case you might have and to use them inside or even outside your partner portal while automating the creation towards your CRM and giving you the ability to collaborate on your partners forms submisisons.
How to create a 'deal' form
Go to the "Form Builder" in the navigation menu to access an overview of suggested forms provided by Introw. You can also create a form from scratch.
We recommend starting with Introw’s preconfigured deal form and adjusting it to your needs.
The Form Builder is a fully flexible form editor that lets you seamlessly link form fields to your CRM properties—such as Pipeline, Deal amount, Close date, Deal stage, and more. Any object or property in your CRM can be connected to fields in your Introw form, all without any coding required.
Automatic CRM data validation
Introw automatically validates form submissions against your CRM’s property rules — no additional setup required.
When a partner submits a form, all mapped fields are checked against the validation rules defined in your CRM (such as phone number formats, ZIP/postal code patterns, required formats, numeric ranges, or custom property rules). If a value doesn’t meet your CRM’s requirements, the submission is blocked and the partner is prompted to correct the field.
Because validation is driven directly by your CRM configuration, your existing data rules are always enforced — ensuring clean, consistent data and protecting the integrity of your CRM out of the box.
How to automate the partner attribution towards your CRM
When a partner shares a deal with you via the Introw form, either directly from the portal or through off-portal collaboration (learn more here) the deal or other object you are creating with the Introw form is automatically attributed to them using the method configured in your CRM integration. This simple flow requires no special setup and ensures every deal is tracked correctly.
With the multi-selector, you can credit partners for multiple roles on the same deal. For example, a partner can be marked as the partner-sourced partner while also being recognized for their role as a reseller.
You can configure forms so that deals submitted through one form are automatically attributed to resellers, while another form can automatically credit distributors. You can select from different attribution methods in your CRM (all configured in the integration page) giving you full flexibility to capture every partner’s attribution.
You can also enhance the Introw form with additional automation steps to create any object you need such as contacts, companies, notes, tickets or custom objects and link them to the appropriate partner when required.
Approval workflows
When you require a review before a submission becomes a record in your CRM, Introw supports multi-step approvals with optional AI assistance.
AI pre-check before human review
Introws AI agent can evaluate the submission against your criteria and gives the reviewer a recommendation plus partner-ready communication — so the human approver always has context before clicking Accept or Decline.
Multi-step (sequential) approval
Chain multiple approvers on a single form. Each step must be approved before the next approver is notified, so reviews always happen in the order you define.
For details on configuring approvers and acting on submissions, see How to manage form submissions.
Relative-date default values
Default values for date fields can be expressed relative to the form submission date, the approval date, or another date field on the form — instead of as fixed calendar dates.
For example, set a deal's Close date to default to 30 days after the form is approved, or take the partner's selected Kick-off date and add 14 days on top.
You'll find this option when configuring default values on date fields in the form's automation step. See How partner deal data syncs to your CRM for the full mapping flow.
Advanced automation options
Each automation step includes an Advanced section with extra control over how Introw handles created objects in your CRM.
Disable net new company creation
When enabled, Introw will only attach the object if it already exists in your CRM and never create new records.
Custom association labels for company relations
Override the default association labels used when linking other created objects to this company. Use the Contact to Company association label option to select a label like "End Customer" or "Billing Contact". This way when a lead or deal comes in the prospects user information will be linked to the prospect company with that particular label.
The result in your CRM
Below is an example of a deal submitted by my partner, Microsoft, which was automatically created in my HubSpot account with the correct partner attribution (in this case, using the association label “Partner”).
All actions are logged in HubSpot’s activity timeline events and notes, including the full details of the form submission.
