The Partner Automation in the form automation builder lets you automate partner creation directly from your Introw forms — no need to set up workflows in your CRM anymore.
Once configured, every form submission will automatically create a partner in Introw and the corresponding partner record in your CRM, with all the right properties mapped and filled in from the start.
💡 Introw tip: Introw forms can be embedded anywhere — your website, landing page, or link to your partner portal login page. Drop a "Become a Partner" form wherever it fits and every submission will automatically flow into Introw and your CRM.
Setting up partner automation
Step 1: Open your form
Navigate to Forms in your Introw account and open an existing form, or create a new one.
Step 2: Add the Partner Automation action
In the form automation builder, add the Partner Automation action.
Step 3: Enrich Partner
At the top of the Partner Automation block you'll find the Enrich Partner section. When a form is submitted, Introw will look for any existing partner matching the provided form fields and enrich them with the form data and default values rather than creating a duplicate. This keeps your partner data accurate and your attribution clean.
Step 4: 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 form submitter as a contact in your CRM, linked to the partner company.
Both are optional but recommended for a fully linked setup.
Step 5: 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 6: Set default values
Under Default values, define fixed values assigned to every new partner created in Introw through this 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 7: Configure partner invitation
Under Partner invitation, toggle on Auto-invite submitter to automatically send the form submitter a portal invitation email on submission.
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 8: Save and publish
Save your changes and publish the form. Every submission will now instantly create a fully populated partner in Introw and linked records in your CRM.
Recommended setup
As a best practice, we recommend configuring Partner Automation to create the following records on each submission:
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 submitter'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.