When partners register deals through Introw, you can automatically associate those deals with the corresponding leads in your CRM. This article walks you through the full setup from configuring your Introw form to automating the link in HubSpot.
Overview
The flow works in three stages:
Introw Form — A CRM embed list lets partners select the lead they want to link to their deal at registration time.
Form Automation — The selected lead's ID is written to a dedicated deal property in your CRM.
HubSpot Workflow — A workflow picks up the newly created deal and formally associates it with the linked lead.
Step 1: Add a lead embed list to your Introw form
The first step is giving partners a way to select the relevant lead directly within the deal registration form.
Open the Introw form used for deal registration.
Add a CRM embed list field to the form.
Introw automatically displays the correct leads for each partner based on your attribution setup — no additional filtering or configuration needed. Partners will only see the leads relevant to them when filling out the form.
Step 2: Create a "Linked Lead" property on the deal object
For the association to be stored in your CRM, you need a dedicated property on the deal object.
In HubSpot, navigate to Settings → Data Management → Properties.
Select the Deal object and create a new property (or use an existing one).
Give it a recognizable name — Linked Lead is a common choice, but any name works as long as you can identify it later.
Use any text-based field type (e.g. single-line text) to store the lead ID.
Step 3: Configure form automation to write the Lead ID
Once the form field and CRM property are in place, connect them through Introw's form automation.
In Introw, open the automation settings for your deal registration form.
Add an action that maps the value of the CRM embed list field (the selected lead) to the Linked Lead property on the deal object. (in this example the property is called "Lead id")
Save the automation.
When a partner submits the form and selects a lead, Introw will automatically write that lead's ID into the Linked Lead property on the newly created deal — in the background, without any manual steps.
Step 4: Set up a HubSpot workflow to associate the deal and lead
The final step is creating a HubSpot workflow that detects Introw-created deals and uses the Linked Lead property to formally associate the deal with the lead record.
In HubSpot, go to Automations → Workflows and create a new Deal-based workflow.
Set the enrollment trigger to:
Object created or updated
Filter by Source detail =
Introw PRM
This ensures the workflow only fires for deals submitted through Introw.
Add a workflow action to look up the associated lead using the value stored in the Linked Lead property on the deal.
Add a subsequent action to associate the looked-up lead record with the deal.
Test and publish the workflow.
Once active, HubSpot will automatically link the lead to every deal that comes in through Introw.
Summary
Stage | Where | What Happens |
Partner registers a deal | Introw Form | Partner selects a lead from the embedded CRM list |
Lead ID is stored | Form Automation | Lead ID is written to the Linked Lead property on the deal |
Deal and lead are associated | HubSpot Workflow | Workflow looks up the lead and creates the association in HubSpot |
Tips & Troubleshooting
Leads not appearing in the embed list? Introw automatically shows the leads associated with the submitting partner based on your attribution setup. If leads are missing, verify that the attribution is correctly configured in Introw for that partner.
Workflow not triggering? Verify that the Source detail filter is set to exactly
Introw PRM— casing and spacing must match.Lead ID not writing to the deal? Double-check the form automation mapping and confirm the Linked Lead property exists on the deal object in HubSpot before testing.