Introw forms give you the flexibility to create forms for your partners to fill in for any use case you might have and to use them inside or even outside your partner portal while automating the creation towards HubSpot and giving you the ability to collaborate on your partners' form submissions.
How to create a deal form
Go to the "Form Builder" in the navigation menu to access an overview of suggested forms provided by Introw. You can also create a form from scratch.
We recommend starting with Introw's preconfigured deal form and adjusting it to your needs.
The Form Builder is a fully flexible form editor that lets you seamlessly link form fields to your HubSpot properties—such as Pipeline, Deal amount, Close date, Deal stage, and more. Any object (deals, companies, contacts, tickets or custom objects) or property in HubSpot can be connected to fields in your Introw form, all without any coding required.
Automatic HubSpot property validation
Introw automatically validates form submissions against your HubSpot property rules — no additional setup required.
When a partner submits a form, all mapped fields are checked against the validation rules defined on your HubSpot properties (such as phone number formats, ZIP/postal code patterns, required formats, numeric ranges, or custom property rules). If a value doesn't meet HubSpot's requirements, the submission is blocked and the partner is prompted to correct the field.
Because validation is driven directly by your HubSpot configuration, your existing data rules are always enforced — ensuring clean, consistent data and protecting the integrity of your HubSpot portal out of the box.
How to automate the partner attribution towards HubSpot
When a partner shares a deal with you via the Introw form, either directly from the portal or through off-portal collaboration (learn more here) the deal, ticket or other object you are creating with the Introw form is automatically attributed to them using the method configured in your HubSpot integration. This simple flow requires no special setup and ensures every deal is tracked correctly against the right company and contact in HubSpot.
With the multi-selector, you can credit partners for multiple roles on the same deal. For example, a partner can be marked as the partner-sourced partner while also being recognized for their role as a reseller. You can configure forms so that deals submitted through one form are automatically attributed to resellers, while another form can automatically credit distributors.
Advanced automation options
Each automation step includes an Advanced section with extra control over how Introw handles created objects in HubSpot.
Disable net new company creation
When enabled, Introw will only attach the deal, ticket or contact to a company if the company already exists in HubSpot and never create new company records.
Custom association labels for company relations
Override the default HubSpot association labels used when linking other created objects to this company. Use the Contact to Company association label option to select a label like "End Customer" or "Billing Contact". This way when a lead or deal comes in the prospect's contact information will be linked to the prospect company with that particular HubSpot association label.
The result in HubSpot
Below are two examples of a deal submitted by my partner, Microsoft, automatically created in my HubSpot account with the correct partner attribution. Introw adapts to your existing HubSpot setup — here are two common configurations:
Example 1 — Custom property (Company dropdown) Partner attribution is stored in a custom "Partner Company" property on the deal, rendered as a dropdown that links directly to the partner's Company record on the deal record view.
Example 2 — Association label Partner attribution is stored as a labeled association between the deal and the partner company (e.g. "Partner"), displayed in the associated companies card on the deal — supporting multiple partners per deal and native HubSpot reporting on association labels.
All actions are logged in HubSpot's activity timeline events and notes on the deal, company, contact and ticket records, including the full details of the form submission.