If you have a new partner or an existing partner without an Introw partner room, you can easily create one using the workflow builder or via the Introw Copilot in HubSpot.
Via the HubSpot workflow builder
Use the Introw PRM workflow action to automate partner and partner room creation without leaving HubSpot. This article will walk you through adding and configuring the Introw action inside a HubSpot workflow.
Via the Introw Copilot card
Remark - In case you have not set the Copilot card on a company card, see here how to do this.
When the Introw Copilot card is set up in your record detail view in HubSpot, you’ll see a "Create partner portal" option. This allows you to create a partner room in Introw directly for the company you're working on in your CRM.
