Partner referral management

Partner referral management covers how partners send you warm introductions and how you track and reward them. In Introw, partners refer from a link, email, Slack, Teams or an AI assistant, and the referral lands in your CRM attributed to them. They get updates as your team sells, and rewards are calculated from the closed deal.

Yes. Partners can refer from a partner-specific link, a form on your website, a forwarded email, a Slack or Teams message, an AI assistant connected over MCP, or the API. Every route feeds the same form, conflict check and CRM write.

Introw notifies the referrer by email and chat when their deal is updated or won in your CRM, based on the events and properties you choose. Referrers also follow their referred leads and deals on a shared pipeline, so they can answer their own prospect without asking you.

You build a commission plan with a fixed reward per referred deal, a percentage revenue share or a tiered recurring rate, tied to partner-attributed deals. As referred deals close in HubSpot or Salesforce, commission lines are created, reviewed and rolled into payouts, paid through Introw Pay or your own finance stack.

Every referral is checked against your CRM for an existing opportunity on the same account, whether your direct team or another partner already has it. The check runs before any records are created or anyone is credited, and overlaps are flagged with who is involved and which claim came first.

A referral partner introduces a named prospect and your team works the deal; a reseller registers a deal they will work with you. In Introw both run through forms with the same channels and conflict check, and both land attributed in your CRM.

Look for referral tracking that lands in your CRM, low-friction ways to refer, automatic updates to the referrer and rewards calculated from real deals. Introw does all four inside HubSpot or Salesforce, and runs referral alongside reseller, co-sell and affiliate motions in one program.