Introw

Run every part of your program — deals, training, rewards, and content.

Partner Program Modules

Learn how to create a form for your partners to register deals, leads, tickets or even custom objects and push them in to your CRM.

How to use Introw forms

AI-assisted review on every form submission, with human approvers in the loop — so your CRM stays clean.

AI-assisted form approvals

Configure who needs to be the deal owner in your CRM for the deals registered by your partner.

Configure the deal owner of your partner deals

Choose how you want your partner deals to be named within your CRM when registered via Introw.

Configure the deal name of your partner deals.

How to manage form submissions?

Learn how to embed an Introw form on your website to capture Leads, Deals, or Partners

Embed Introw forms

Learn how Introw handles two-tier channel attribution — automatically linking both resellers and distributors to deals or opportunities for accurate, zero-effort partner attribution.

Automatically attribute resellers and distributors in two-tier channel deals

Learn how Introw uses built-in reCAPTCHA to keep your public forms spam-free.

Introw forms are protected from spam

Give your partners the flexibility to submit one record at a time — or upload a whole batch at once.

Multi-upload: bulk submit records via a form

Learn how to link new deal registrations to existing leads in your CRM.

Linking deals to leads via Introw

Build a form for any partner workflow — deal registration, MDF requests, partner applications, tickets, or custom objects — and push every submission straight into your CRM.

Forms

See how Introw creates magic by building a shared sales pipeline straight from your CRM

How to setup shared sales pipelines

Select the deal properties you want to display or make editable for your partner.

Configure which deal properties to share with your partner

Configure deal properties, edit rights, and automatic notifications for partner collaboration on shared CRM objects.

Collaborate on a deal or any other CRM object

Learn how to prevent deals from getting stuck with automatic partner notifications

Keep deals moving with automatic partner notifications

Learn how to add, notify, and remove collaborators on deals so your team members and partners stay aligned

Use collaborators to ensure partners stay updated on the right deals

Learn how to show partners their involvement in deals using Introw and your existing CRM data.

Tracking Partner involvement on deals

Learn how to enable partners to create quotes, review and adjust line items, and publish quotes directly from shared deals

Allow partners to create quotes (CPQ)

Learn how to handle CPQ for Shared Partner Deals: Creating Quotes & Managing Line Items

Enable Quotes & Line Items in your shared deal pipeline

Create AI-powered deal coaches tied to your CRM pipelines to help partners close deals faster with stage guidance, objection handling, enablement assets, and rules of engagement.

Deal Coaching

Learn how to embed a shared deal pipeline from your CRM

Partner deals

Full overview of Introw's commission module — from plans and payout settings to processing payouts and the partner-facing experience.

Commissions in Introw: a complete walkthrough

Introw lets you run a full affiliate campaign — generate unique partner links at scale and track every click and conversion automatically.

Affiliate link management in Introw

Learn more about the commission module of Introw.

Introw's commission module

Learn how to show commissions to your partners.

Show commissions to your partners

Learn how Introw handles your partners commissions

Commissions

Run end-to-end partner MDF programs in Introw — from request submission and approval to claim handling, spend tracking, and ROI attribution back to your CRM pipeline.

Market Development Funds (MDF)

Step-by-step guide to creating a Market Development Fund in Introw — budget type, currency, eligibility, and approval workflow.

How to set up a MDF fund

Configure ROI rules on your MDF program in Introw, attribute deals and pipeline back to funded campaigns, and report on return per dollar spent.

How to show the ROI of a MDF

A walkthrough of the partner-side MDF flow in Introw — submitting a funding request, tracking approvals, and filing claims with proof of execution and invoices.

How partners request MDF funds, submit claims, and upload invoices

Marketing Development Funds (MDF)

Learn how to create courses to train and certify your partner at scale

Partner training courses

Learn how to build partner courses in minutes — using AI, or by importing your existing SCORM content directly into Introw's LMS.

How to use Introw's course builder

Update your course name, thumbnail and link a certificate

Course Settings

Learn how to create a partner certificate within Introw.

How to create a partner certificate

Learn how to create, manage, and assign partner certificates in Introw

Partner certificates

Learn how to enroll your partners in to your training courses

Enrolling partners into courses

Learn how the AI Conversational Quiz enhances training courses using more engaging, effective, dialogue-based learning.

Using the AI Conversational Quiz

Learn how to display Introw course enrollment and certificate data directly inside HubSpot records.

Show Introw course enrollments and certificates in HubSpot

Learn how to display Introw course enrollment and certificate data directly on Account and Contact records in Salesforce using page layouts.

Show Introw course enrollments and certificates in Salesforce

Let partners prove their skills by uploading evidence directly within a course quiz.

Using file uploads to verify partner expertise

Learn how to train and certify your partners

Partner Training & Certification

Learn how to embed the task section within your partner experience.

Embed tasks within your partner experience

A full walkthrough on using Introw Tasks as a mutual action plan or a joint business plan with your partners.

Build a mutual action plan with Tasks

Learn how to manage Partners with the Introw's Tasks Feature

Introw tasks

From onboarding to certification, journeys give every partner a structured, consistent experience — automatically.

Partner journeys

Create standalone tasks for a partner and delete tasks individually or in bulk.

Add or delete tasks

Learn how Introw can automatically complete tasks when partners view content, click links, or upload files.

Task actions

Streamline your workflow by assigning, tracking, and managing partner-related tasks effortlessly within Introw

Task management

One place to organize, find, share and track all your partner-facing content

Asset library

Track every change to your assets and partner portal experiences, and restore previous versions in one click

Governance and versioning

Learn how to manage assets and asset folders into Introw's asset library

Manage your assets in the asset library

Discover how to easily show your partner content in your partner portal by embedding your asset library.

Embed your asset library in your partner experience

Learn how to share generic partner material at scale by using asset filters.

Share assets at scale

How to use Folders and Categories to organise and filter assets

Organising Assets

Seamlessly share partner-specific assets with our Partner Asset Hub section.

Partner Asset Hub

Learn how to effortlessly generate and scale co-branded assets for your partners

Creating Co-branded assets

Learn how you can create cobranded assets at scale and share them with your partners.

How to share Co-branded assets with partners?

Learn how to add translated variants of assets like sales decks and product specs so Introw intelligently displays assets relevant to your partner's language preference.

Managing assets in multiple languages

Asset Management 

Learn what partner goals are, why they're important, and how to create measurable targets with your partners.

Partner goals

Learn how to edit the goals of your partner

Edit the goals of your partner

Build a live Partner Performance dashboard using Introw Reports & Dashboards and embed it in your partner portal.

Partner performance dashboard

Learn how to build a visual report on your partner data in just a few clicks, no spreadsheets, no manual exports. Reporting as it should be!

How to create a report

Learn how to build a live visual overview of your partners performance.

How to create a dashboard?

Learn how to give your partners a live view of their own performance — directly inside their portal.

How to embed a report or dashboard in your partner portal

Learn how to visualize and track partner performance with Goals and Dashboards

Partner Performance

Stay top of mind  and send announcements to your partners.

Announcements

Use the Activity panel to track portal visits, mentions, comments, and deal updates in real time.

Engage your partners with comments and activity

Learn how to share an existing CRM object (such as a lead) with your partners.

How to share a lead (and other CRM objects) with your partner

Allow your team to collaborate with your partners on support tickets while staying in HubSpot.

Collaborate from inside HubSpot tickets

Learn how to share a deal with your partners via Introw's Collaboration card in HubSpot and let Introw automatically manage the attribution.

Share a deal to partners via Introw's app card in HubSpot

Learn how Introw helps you track your partner’s engagement both within and outside the partner portal.

Partner Engagement Tracking

Get real-time insights into partner engagement, asset views, email performance, and revenue  powered by your CRM and Introw.

Partner Analytics

Capture partner (deal) updates directly from email without requiring portal login, automatically syncing responses to your CRM.

Off-portal collaboration in Introw

Learn how to track and report on partner portal adoption and engagement in HubSpot using Introw’s App Events data source.

Partner engagement reporting in HubSpot with Introw app events

Monthly partner engagement summary email

Learn how to send announcements to a dedicated audience defined by CRM filters or Introw properties

Send dedicated partner announcements

Learn how Introw will provide you up to 3 partner-ready announcement drafts in your inbox — generated from your latest LinkedIn posts

Auto-generated partner announcements from your LinkedIn

Discover all features to help you increase partner engagement

Partner Engagement

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