Use the Introw PRM workflow action to automate partner and partner portal creation without leaving HubSpot. This article will walk you through adding and configuring the Introw action inside a HubSpot workflow.
💡 Introw Tip: Make sure your Introw account is connected to HubSpot.
Learn how to connect here
Make sure you have the following
A HubSpot Marketing, Sales, Service or Operations hub Professional account (or higher)
An active Introw subscription with the HubSpot integration enabled
A HubSpot workflow (new or existing) where you want to automate partner creation within Introw.
Step 1: Create a HubSpot workflow
Navigate to Automation → Workflows in your HubSpot portal.
Open an existing workflow or click Create workflow to start from scratch.
Choose a relevant workflow type depending on your use case that would involve the company record in HubSpot. (e.g. an update on the company-object like setting the company type = partner)
Step 2: Add the Introw PRM action
Inside your workflow, look for Integrated Apps and select Introw PRM
Select: Create partner
Step 3: Configure the Introw PRM action
Once added, you’ll be prompted to complete the action settings and complete the Partner Field Mapping (select the fields from the CRM record that maps to your Introw partner data, * fields are required to create a partner in Introw)
Partner Name*: select the field of the CRM record that you want to map to your Introw partner company name.
Partner Domain*: select the field of the CRM record that you want to map to your Introw partner domain.
Optional settings
Set the right partner experience
Set the right partner manager
Define the partner portal access level
Step 4: Review and publish your Workflow
Click Review and publish to save your workflow changes.
Use HubSpot’s Test feature to simulate the workflow and confirm the Introw action runs as expected.
Extra automation
You can extend the workflow builder of HubSpot with more actions like for example sending a Slack notification to the company owner and a dedicated Slack channel with your partnership team.
Example of a Slack notification when a new Introw partner is created.
