Not every partner wants to log in to a portal to stay engaged. With Introw's off-portal collaboration, partners can collaborate on deals directly from their email. When a partner replies to a deal notification email, Introw automatically captures the response and pushes it into:
The activity timeline on the deal in Introw
Chatter/Notes in your connected CRM (e.g., Salesforce, HubSpot).
This keeps all stakeholders in sync without forcing partners to leave their inbox.
How it works
A partner receives a notification email from Introw about a shared object (e.g., deal, company, ticket, lead).
Instead of logging into the portal, the partner simply hits “Respond via email”.
The partner’s response is:
Captured in Introw under the deal’s activity time line.
Synced automatically to your CRM (in Notes and Chatter), so internal teams see the same context.
Introw tip: This feature works for any object shared with the partner — including deals, companies, tickets, leads, and more — ensuring all collaboration stays centralized, regardless of object type.
Benefits of off-portal collaboration
Lower friction: Partners can collaborate directly from their inbox.
Better engagement: Makes it easier for partners to provide updates quickly.
Single source of truth: All deal-related discussions are stored in Introw and synced to your CRM.
Time savings: Eliminates manual copy-pasting of partner emails into CRM or Introw.
Example Use Case
You share a deal update with a partner.
The partner replies to the email: “We’ve secured approval from our sales director; let’s move forward.”
Their reply is instantly logged as a Comment in Introw and synced to your CRM, visible to your team.
No portal login required, no extra steps.
Example flow
Below we describe an off-portal collaboration flow.
Notification sent to Partner
Notification sent to Partner
You have made an update on a deal within Introw or within your CRM and Introw will automatically inform you partner on this update.
2. Partner Replies from Inbox (email)
2. Partner Replies from Inbox (email)
The partner simply responds to the email directly — no portal login required.
3. Reply captured and synced
3. Reply captured and synced
Introw records the partner’s reply and automatically pushes it into your CRM for full visibility.
