Introw lets you automate your entire partner application process — from form submission to partner creation, CRM record linking, and portal access — all without setting up workflows in your CRM. This is powered by the Partner Automation action in the form automation builder.
Setting up a partner application form
Step 1: Open your form
Navigate to Forms in your Introw account and open an existing partner application form, or create a new one.
Step 2: Set up the terms & conditions checkbox (optional)
Your partner application form comes with a T&C checkbox and label included by default — so there's nothing to build from scratch. Whether you use it is entirely up to you, but it's a good way to make sure applicants have explicitly agreed to your terms before they're created in Introw and your CRM.
There are two things you'll want to configure to make it work for your situation:
Link to your T&Cs — In the field label, replace the placeholder URL with the link to your actual terms and conditions page. This gives applicants easy access to the full document before they agree.
Map to your CRM (optional) — If you want to track T&C acceptance in your CRM, map this checkbox field to the corresponding CRM property under Form fields in the Partner Automation block.
You can map it to two properties at once:
A boolean property to record whether the applicant accepted your T&Cs
A date/time property to capture exactly when they accepted
This gives you a clean compliance record without any manual work — you'll always know who agreed and when.
If T&C acceptance isn't relevant for your program, you can simply remove the field from your form.
Step 3: Add the Partner Automation action
In the form automation builder (the second tab), add the Partner Automation action.
Step 4: Enrich partner
At the top of the Partner Automation block you'll find the Enrich Partner section. When an application is submitted, Introw matches the provided form fields against existing partners and enriches them with the new data rather than creating a duplicate. This keeps your partner data accurate and your attribution clean.
Step 5: Auto-link to CRM
Under Auto-link to CRM, click + Add for each record type you want automatically created in your CRM:
Company automation — creates the partner company and enables deal attribution, so you always know which partner sourced each record.
Contact automation — saves the applicant as a contact in your CRM, linked to the partner company.
Both are optional but recommended for a fully linked setup.
Step 6: Map form fields to partner properties
Under Form fields, map your form fields to the corresponding Introw partner properties. For each mapping you can set a Write Mode (e.g. Fill in if not known) to control whether existing values should be overwritten. Common mappings include:
Partner name → your company name field on the form
Partner domain → optional, can be mapped or left blank
Step 7: Set default values
Under Default values, define fixed values assigned to every new partner created through this application form. These are ideal for fields that should be the same for all submissions, such as:
Tier — assign the right tier from the start
Phase — e.g. Potential Partner
Partner manager — immediately assign the right person responsible
Experience — ensure the partner lands in the right portal experience from day one
Step 8: Configure partner invitation
Under Partner invitation, toggle on Auto-invite submitter to automatically send the applicant a portal invitation email once their application is processed.
You can also add a custom Welcome message (optional) that will appear in the invitation email — e.g. "We're excited to invite you to our partner portal. Your space to collaborate on pipeline, content, and strategy."
Use the Preview email button to see exactly what the partner will receive before going live.
Step 9: Save and publish
Save your changes and publish the form. Every accepted application will now instantly create a fully populated partner in Introw and linked records in your CRM.
Step 10: Link your form to the partner portal login page (optional)
If you want potential partners to be able to apply directly from your portal login page, you can connect this form there in just a few clicks.
Go to your portal settings page and navigate to the Become a partner tab. Select the form you've just set up, and customize the message and button text shown to visitors — e.g. "Not a partner yet? Apply to join our partner program." Save your changes and the form will appear on your portal login page automatically.
💡 Introw tip: Introw forms can be embedded anywhere — your website, a landing page, or your partner portal login page. Drop a partner application form wherever it fits and every submission will automatically flow into Introw and your CRM.
Enable application review and approval (optional)
By default, every application is processed automatically. If you'd prefer to review submissions before anything is created, you can enable form approval in your form settings.
When approval is turned on, submitted applications will land in your approval queue in Introw first. No partner record and no CRM data is created until you manually approve the submission. Once approved, everything flows through as normal — the partner is created in Introw and all linked records are pushed to your CRM.
This is useful if your partner program has a vetting step, or if you want a human review before an applicant gets portal access.
Recommended setup
As a best practice, we recommend configuring Partner Automation to create the following records on each application:
Partner in Introw — populated with fields like name, domain, tier, phase, partner manager, and partner experience. The more you configure here, the less work is needed after the partner signs up.
Partner company in your CRM — mapped to the right CRM properties (country, industry, partner type, and more) so the record is accurate and complete from day one.
Partner contact in your CRM — created from the applicant's details and automatically linked to the partner company.
None of these are strictly required — you can configure only what makes sense for your workflow. That said, setting up all three gives you a complete, fully linked partner record without any manual follow-up.