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: opportunities, customer lists, lead lists, orders, quotes, any object within your Salesforce environment.
Apply your own branding (fonts, colors, logo's) and host the portal on a custom domain such as partners.yourcompany.com to make it fully aligned with your brand..
Run your partner program with agents that act, not just answer.
Introw isn't AI bolted onto a portal — it's agents doing the work, on both sides of the partnership. All enabled in one click. Partners don't just ask questions and self-serve; the agent acts for them: registering deals, submitting forms, and pulling commission or status updates in the flow of conversation. Less manual support on your side.
AI deal coach on every opportunity: the agent reads each open deal and tells partners what to do next: where it's stuck, what's missing, and the move most likely to advance it. Coaching that used to depend on a partner manager's attention, now on every opportunity by default.
Agentic deal registration: partners register deals by simply describing them in natural language, or straight from their own Claude or AI agent via the Introw MCP. The agent handles the submission and routes it — no forms to fill, no portal login required.
Autonomous approvals: agents react to inbound partner requests on your behalf: deal registrations, MDF requests, partner applications. Set the rules and the agent reviews, responds, and auto-approves what qualifies — so partners get instant answers and your team only touches the edge cases. Learn more
Internal AI agent: the prep work that eats a partner manager's week, done for you. It walks into QBRs ready with the numbers, surfaces the opportunities worth chasing, and lays out your day around what actually moves partners. Run it inside Introw, or from your own Claude instance or any MCP-connectable agent. The partner data comes to where you already work, so your team spends time managing relationships, not assembling them.
AI-powered LMS: generate full training courses from your website, portal content, or MCP server in minutes: modules, multiple-choice or open-ended quizzes, and certifications you can enroll partners into in a single click. Learn more
Collaborate on opportunities, leads and any custom object.
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.
How to setup the integration