The Partner Connect Card is the home base for everything you do with your vendor from inside HubSpot — registering deals, linking existing deals, opening the partner portal and getting deal coaching. Introw drops the card straight onto your HubSpot deal record, so you never have to leave the tool you already work in. This guide walks you through the one-time setup.
Add the Partner Connect Card to your deal record layout
In HubSpot, go to Settings → Objects → Deals → Record customisation, open the deal layout you want to update, and add the Introw Partner Connect middle-column card to the layout. Save the layout.
For an interactive, click-by-click walkthrough, follow the demo here: Setup Introw Partner Connect Card →
What happens next
Once the card is on the layout, every HubSpot deal in your portal will show the Partner Connect Card. From there you can register new deals, link existing ones to your vendor, or jump straight into the partner portal for deals that are already linked.
Introw tip: Setup is a one-time action. After this, every teammate in your HubSpot account sees the same Partner Connect Card on every deal record automatically.
Next step
Before you start using the card on real deals, take a moment to validate the connection — see Validate your Partner Connect Card.