A referral program lives or dies on friction and trust. Introw lets partners refer a named deal from wherever they already work, keeps them updated automatically as your team runs the sale, and pays referral fees and revenue share without a spreadsheet, so referrers keep referring.
What this area does
Referrals is the motion where the partner makes a warm introduction and your team closes the deal. Partners share a lead off-portal through a link, an embedded form, an email, or an AI assistant, with no login required, and the referral lands in your CRM attributed to them. As your direct team moves the deal forward, the referrer is kept in the loop automatically through update notifications, so they never have to chase you for status. When the deal closes, referral fees and revenue share are calculated and paid through commission plans tied to partner attribution. The mechanics build on Introw’s forms, notifications, and commissions, framed for the referral motion: low-friction sourcing, automatic follow-through, and trustworthy payout.Why it matters
- CRM-native - Every referral lands as an attributed CRM deal your sales team already works, and status and payout flow from that same record, so partner-attached pipeline is real CRM data rather than a list trapped in a separate referral tool.
- Work where you already are - Partners refer from a link, email, CRM, or AI assistant, never a forced portal.
- Partner self-serve - Referrers see status and earnings without emailing your team.
- Trust and accuracy - Attribution and payouts reconcile to the CRM, so credit is never in dispute.
How it fits together
A warm intro becomes tracked pipeline and an automatic reward:Capabilities
Lead Sharing
Let partners refer a named deal from anywhere, off-portal.
Deal Progress Updates
Keep referrers updated automatically as the deal moves.
Referral Rewards
Pay referral fees and revenue share automatically.
Who works in this area
Partner Manager (CAM / PAM)
Runs the referral program and keeps referrers warm.
Sales Rep / AE
Owns the sale after the referral lands.
Partner - Sales & Marketing
Refers deals and tracks earnings from where they work.
Headless
All guides
Keep referrers updated
Set up the notifications that keep referrers in the loop as their deals progress, win, and reach them by email and chat.
Build and share a referral form
Build a referral form that creates a CRM deal, attributes it to the referring partner, protects credit, and share it as a link or embed.
Embed a referral form
Put referral capture on your own website with your branding, and confirm submissions land attributed in your CRM.
Refer by email
Let partners refer a deal straight from their inbox, with the AI agent filling the form and attributing the lead.
Refer via Slack
Let partners refer a deal from a Slack channel through the Introw agent, attributed and synced to your CRM.
Refer via Microsoft Teams
Let partners refer a deal from a Microsoft Teams channel through the Introw agent, attributed and synced to your CRM.
Refer with AI
Let partners refer a deal by asking a connected AI assistant, which fills the form and attributes the lead in your CRM.
Share a referral link
Hand partners an attributed link to refer a deal in seconds, and confirm credit lands on the right partner.
Set up referral rewards
Reward referrers end to end: pick a plan template, target referred deals with an attribution condition, enroll partners, review lines, and pay out.