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Automating workflow actions in HubSpot using Introw App events

Learn how to use Introw App Events in HubSpot workflows to automate actions based on partner engagement.

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated over a week ago

With Introw, you can leverage App Events as a trigger for HubSpot workflows. This allows you to automate actions based on partner interactions in your portal, such as portal visits, asset views, or other engagement events.

How to set it up

Create a workflow triggered by App Events

  1. Go to Automation → Workflows → Create workflow in HubSpot.

  2. Select Partner or Deal-based workflow, depending on which record type you want to update.

  3. Under Enrollment triggers, choose App Events.

  4. Select the specific event type you want to trigger the workflow

    Introw App events (tracked at both partner company Level and partner contact Level)

    1. Portal Visit

      • Triggered when a partner contact logs into or navigates through their dedicated partner portal.

        Example: A partner sales rep signs in to check the latest partner resources or news

    2. Asset Viewed

      • Captures when a partner contact opens or engages with shared content such as presentations, playbooks, datasheets, or case studies.

      • Example: A partner marketing contacts views a new product brochure before sharing it with their internal sales team.

    3. Form Submitted

      • Recorded whenever a partner contact fills out and submits a form within the platform.

      • A partner sales rep submits a deal registration form for a new opportunity, or a partner BDR completes a lead referral form to pass a prospect over to your sales team.

    4. Deal Closed Won

      • Logged when a partner successfully closes a deal and marks it as “Won.”

      • Example: A partner sales executive reports the successful closure of a customer opportunity, which is then synced to the vendor’s CRM.

    5. Object Updated

      • Tracked when a partner contact edits or updates a shared object such as a deal, ticket, lead, or other collaborative record.

      • Example: A partner adjusts the deal stage from “Negotiation” to “Closed Won” or updates a customer support ticket with additional details.

Examples

  • Triggers for Marketing & Enablement

    • If a partner views a marketing asset, automatically enroll them in the next marketing sequence

    • If a partner hasn’t visited the portal in 60+ days, start a nurture workflow with fresh content.

  • Trigger Onboarding Workflow

    • Enroll the new customer in your onboarding sequence (e.g., welcome email series, training invitations, setup guides).

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