Introw tip!
In case you are not sure how your partners are linked to HubSpot, please
check the following article!
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 to link your Hubspot deals to Introw via Company associations.
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 Settings > Integrations
Step 1: How do you store your partners in Hubspot
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 CRM
Introw will identify your partners from Hubspot based on the property type = partner or reseller. In case you use a different configuration to identify a partner, simply adjust the filter.
Step 3: Select which objects you link with partners
Choose which object you link to your partners to attribute their influence.
You can link deals, contacts, companies or tickets to your partners.
In this example we say that in our CRM we link our deals to our partner via a company association label called "Partner".
Step 4: Click finish
Once you click finish, we will create all partners identified in step 2 and fetch all linked objects (deals in this case) related to them.
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 ✨ !