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.
Introw magic: most CRM systems allow to push duplicate contacts but we make sure to check if a contact already exists and if so, we will only enrich the data of that contact in your CRM and not create a new!
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.
Form automation
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.
Go to the "Automation" tab
Click "Add automation" and select the CRM property you want to automate
In this example: Create deal
Choose Form field: choose the CRM property you want to get filled in with the value of the input field of the form.
Choose Fixed value: if you want to set a fixed value that is pushed to your CRM.
Example: "Sales Pipeline" for the pipeline value of a new deal.
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.
