> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Referrals
> Turn warm introductions into tracked pipeline - partners refer named deals from anywhere off-portal, get auto-updated as your team moves the deal, and earn automated referral fees and revenue share.
export const Headless = ({prompts = []}) => {
const PromptRow = ({prompt}) => {
const [copied, setCopied] = useState(false);
const copy = () => {
try {
navigator.clipboard?.writeText(prompt);
} catch {}
setCopied(true);
setTimeout(() => setCopied(false), 1600);
};
return ;
};
return <>
Introw is headless by design: run everything here in plain language from Claude, ChatGPT,
Slack, Teams, or your own CRM through Introw's MCP server, with every
action written straight back to your CRM source of truth. The portal is one surface, never the only one.
{prompts.length > 0 ? :
The agentic playbook - lifecycle deep dives and a Claude Code skill library that run your partner program
from Claude, ChatGPT, Slack, and your CRM.
}
;
};
> 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:
```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
refer["Refer a lead"] --> attributed["Attributed CRM deal"]
attributed --> updates["Progress updates"]
updates --> reward["Reward on close"]
```
## Capabilities
Let partners refer a named deal from anywhere, off-portal.
Keep referrers updated automatically as the deal moves.
Pay referral fees and revenue share automatically.
## Who works in this area
Runs the referral program and keeps referrers warm.
Owns the sale after the referral lands.
Refers deals and tracks earnings from where they work.
## Headless
## All guides
{/* ROLLUP:START - generated content goes here */}
Set up the notifications that keep referrers in the loop as their deals progress, win, and reach them by email and chat.
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.
Put referral capture on your own website with your branding, and confirm submissions land attributed in your CRM.
Let partners refer a deal straight from their inbox, with the AI agent filling the form and attributing the lead.
Let partners refer a deal from a Slack channel through the Introw agent, attributed and synced to your CRM.
Let partners refer a deal from a Microsoft Teams channel through the Introw agent, attributed and synced to your CRM.
Let partners refer a deal by asking a connected AI assistant, which fills the form and attributes the lead in your CRM.
Hand partners an attributed link to refer a deal in seconds, and confirm credit lands on the right partner.
Reward referrers end to end: pick a plan template, target referred deals with an attribution condition, enroll partners, review lines, and pay out.