Introw allows you to share deals with your partners straight from within HubSpot via our Copilot feature and will automatically set the right attribution. More info on our Copilot feature
Imagine a sales rep working in HubSpot who identifies a deal that could benefit from partner collaboration—whether for co-selling, local support, or additional services. Instead of switching tools or manually informing the partner, the rep uses the "Share Deal" option in the Introw Copilot card directly within HubSpot.
Step 1: Click "Share deal" on the Introw copilot card in HubSpot
Step 2: Decide which partner you want to share it with
With just a few clicks, the rep selects the partner, adds optional context or notes, and shares the deal securely.
Step 3: Decide to who you want to share the selected deal
The partner is immediately notified and can view the deal in their partner portal, along with all relevant details or comment on it via the off-portal collaboration feature of Introw.
Step 4: Let Introw handle the rest
Once the deal is shared, Introw automatically attributes it to the right partner, keeps them engaged with real-time updates, and enables seamless collaboration directly within HubSpot.
This seamless workflow boosts speed, ensures consistent information, and strengthens partner engagement—right from the CRM where your sales team already works.