Introw

Learn how to add your partners into Introw.

Add your partners to Introw

Learn how create new partners in Introw and in your CRM with one flow.

Create new partners via Introw

You can set or update the Partner Manager in several ways—manually or automatically via your CRM integration.

Assign partner managers

Assign multiple people and multiple roles to a single partner account, then use those roles as dynamic options across the partner experience.

Partner team roles

Learn how to create, update, and organize saved deal views in your Deal Overview so you can quickly access the deals that matter most.

Create and manage views in the Deal Overview

Learn how to create, update, and organize saved partner views for quick access in your Partner Overview

Create and manage views in the partner overview

Add partners, manage their contacts, and control who accesses what.

Partners, contacts & roles

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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