Deal registration is one of the most common reasons partners log into a vendor portal — and one of the easiest steps to skip when life gets busy. Introw removes that login altogether. With the Partner Connect Card on your HubSpot deal, you can register a new deal with your vendor directly from the deal record. This article shows you how.
When to register a deal
Register a deal whenever you want to formally let your vendor know about an opportunity — to lock in attribution, qualify for incentives, or get vendor support on the deal. Registration creates a fresh record on the vendor side and links it back to your HubSpot deal automatically.
For an interactive, click-by-click walkthrough, check a demo here: Register a deal →
How to register a deal
Step 1: Open your HubSpot deal
Open the deal in your HubSpot. The Partner Connect Card sits in the right column of the record.
Step 2: Click "Collaborate"
On the Partner Connect Card, click Collaborate and Register deal. Introw opens the vendor's deal registration form right inside your HubSpot — pre-filled with the deal data already on the record (deal name, amount, close date, primary contact and company).
Step 3: Review and submit
Check the pre-filled fields, complete anything the vendor still needs (e.g. product, use case, expected go-live date, comments etc), and hit Submit. Introw routes the registration into the vendor's CRM and notifies their team.
What happens next?
Once submitted:
Introw creates the registration on the vendor's CRM (Salesforce, HubSpot or Pipedrive) and links it to your HubSpot deal through the shared deal pipeline.
The Partner Connect Card on your HubSpot deal updates with the registration status (e.g. Pending, Approved, Rejected).
Vendor-side comments, stage changes and deal coach guidance flow back into your HubSpot record automatically.
Introw tip: Register the deal as early as you reasonably can. Earlier registrations protect your attribution and give the vendor's team time to bring the right resources to the deal.