Link your Hubspot deals to Introw via Custom properties
You prefer looking at a video instead of reading a text? ⬇️ This is for you.
You want to take your time and go through the steps in detail?
Below you can find a detailed description of all the steps you need to take.
Make sure you have connected your Introw account to the right Hubspot account. If not, please check out this article: connecting-hubspot-to-introw
Navigate to the Settings section of your navigation bar.
Click on Integrations
Step 1
Choose how you store your partners in Hubspot.
In this example: we store our partners as regular Hubspot companies.
Step 2
Find your partners in your Hubspot.
By default Introw will look for any companies with the type property set for Partner or Reseller.
Step 3
Choose which objects you link to your partners and how you attribute partners to those objects?
We select Deals and attribute it to partners via Custom properties
In this example: we select the property "Partner" that is linked to the deal object in Hubspot.
Introw will show which partner companies in your CRM are already linked to Introw and for which of them there are already properties linked.
If nothing is linked yet, you can connect the partner company from your CRM that you want to use for deal* attribution by linking it to the appropriate property value.
*In this example: I want to link/attribute my partner company "Facebook" from my CRM to the correct Partner property value "Meta" on a deal detail.
When you click Finish, we will automatically create all the relevant Introw partners.
Save time with Introw!
Every time you have a new partner, Introw will do the heavy lifting.
=> All your CRM embedded sections related to Deals, Leads, Contacts, Companies, Tickets etc. will be kept in sync and be prefilled with the related partner data every time you add a new partner to Introw.
Check out the Introw magic ✨ !
