Introw offers to map and automate the data entries from the form submissions into your CRM so you can have clean and updated information on all your companies, deals, contacts, etc.
Form configuration
Go to Settings > Forms
Select the form you would like to automate
Link the form fields to your preferred CRM objects in the CRM mapping column
Introw will show the icon of your linked CRM (Hubspot, Salesforce, etc.) in to the input field to indicate that it is mapped.
How to automate CRM property updates from an Introw form
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 is automatically attributed to them using the method configured in your CRM integration.
This could be through a custom property, association label, relational tables or custom objects all synced from your CRM.
Go to the “Automation” tab
This is where you can create rules to automatically push data from your forms into your CRM.
Click “Add automation”
Select the CRM property you want to automate.
Example: “Create deal” automation.
Attribution (partner assignment)
When a partner shares a deal via the Introw form (either directly from the portal or through off-portal collaboration), the deal is automatically linked or attributed to them.
Attribution can be set based on the the attribution methods configured and synced from your CRM integration:
Could be a custom property
Association label
Relational tables
Custom objects
Choose the form field
Pick the CRM property that should be filled with the value from the input field in your form.
Choose default values (optional)
Set a fixed value that should always be pushed to your CRM property if no value is provided in the form.
Example: “Sales Pipeline” for the pipeline of a new deal.
Set the write mode for each field
Fill in if not known: Only fills the CRM property if it’s currently empty (enrichment).
Example: Add a country value only if the CRM record doesn’t already have one.
Overwrite: Always updates the CRM property with the new value from the form, replacing whatever is already there.
You can also enhance the Introw form with additional automation steps to create any object you need—such as contacts, companies, notes, tickets or custom objects—and link them to the appropriate partner when required.
