Keep your partner relationships and CRM data aligned with the Introw + Salesforce integration. Automatically sync partner information, leads, opportunities, and cases in real time, so your team can collaborate efficiently, make informed decisions, and grow faster.
Launch a no-code partner portal on top of Salesforce
Give resellers, referral partners, and distributors a branded portal where they can collaborate on opportunities, support cases, and any custom Salesforce data — without giving them access to your Salesforce and without creating Salesforce users for them.
Build the partner experience with no-code blocks
Drag in any section you need: introduction banners with CTAs, dashboards, goal trackers, tiering models, FAQs, documents, videos, and forms.
Embed any Salesforce data directly into the portal and edit it as easily as you would a document.
Apply your own branding (fonts, colors, logo) and host the portal on a custom domain such as partners.yourcompany.com.
Collaborate on opportunities and deals
Choose exactly which Salesforce objects (including custom objects), pipelines, stages, and object properties are visible and editable for partners.
Allow partners to update selected properties, create custom object records like orders for example. That all sync back to Salesforce in real time.
Add a deal registration form so partners can submit deals that automatically create Salesforce opportunities.
Trigger automated email updates when an opportunity's stage changes — partners can reply directly from email without logging in to the portal.
Co-sell in real time: partner comments appear in Salesforce Chatter, and Salesforce stage or property changes flow back to the portal instantly.
Share sales enablement and support content
Announcements – publish product updates and news partners need to see.
Documents and videos – share enablement assets and see how partners engage with each one.
Support cases – collaborate on issues and resolutions without leaving the portal.
Projects – assign mutual action items so partners can move tasks through onboarding or joint plans.
Give partners a personalized view
Salesforce data fills in dynamically per partner: total revenue, deal count, qualified leads, tier, and any custom KPI.
Goals update in real time so partners always know where they stand.
Partners log in through a branded sign-in page you fully control.
Scale with built-in AI
Partner support agent – enable in one click so partners can ask questions and self-serve, reducing manual support on your side.
Internal AI agent – prep for QBRs, surface the right opportunities, and structure your day around partner priorities.
AI-powered learning management system – generate full training courses from your website, portal content, or MCP server in minutes, complete with modules, multiple-choice or open-ended quizzes, and certifications you can enroll partners into in a single click.
How to setup the integration