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.
We will focus on the deal form in this article.
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 suit 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.
How to automate the CRM attribution
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 is automatically attributed to them using the method configured in your CRM integration. This could be through a custom property, association label, relational tables, custom objects, and more.
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.
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 notes, including the full details of the form submission.
