Build and share a referral form

Connect your CRM

Confirm partner attribution

Check custom domain (for embedding)

Create the form

Go to Forms and select Create form. Give it a clear name like “Refer a deal” so partners and your team recognize it, then open the Form builder.

Add the fields partners fill in

On the Form builder tab, use Add field to build the questions a partner answers about the prospect. For each field, set:

• Field type - what kind of input it is. Use Input field for short answers (company name, contact email), Text area for context like deal notes, CRM Object to let a partner pick an existing record, and File upload for attachments. Most referral forms need a handful of input fields plus a notes area.
• Label - the question text the partner reads. Keep it plain (“Prospect company”, “Contact email”) so partners do not hesitate.
• Placeholder - example text inside the field that hints at the expected answer.
• Make this field required - turn this on for the details you must have to create a usable deal (company, contact, email). Leave optional anything that is nice to have.
• CRM Mapping - optionally link the field to a CRM property here so its value flows straight into the record. You can also map fields later in the automation; mapping here seeds that step.

Add the deal automation

Open the Automation tab and select Add automation, then choose the CRM object the referral should create, for example Deal automation (or Lead automation if your program registers leads). In Enrich or create, turn on Create a new when one is selected so a fresh deal is created from each referral.

Map form fields to CRM properties

In the Form fields section, connect each answer to the right CRM property so the deal is populated correctly. For each mapping set:

• CRM Property - the field on the CRM record that receives the value (for example the deal name or amount).
• Form Field - the answer from the form that fills it.
• Write Mode - how the value is written. Fill in if not known (the default) only sets the property when it is empty, which is safest for enrichment; Overwrite always replaces the current value. Use Add field mapping for each property you want to set.

Use Default values to set properties every referral should carry (a source label, a default pipeline or stage) without asking the partner.

Attribute the referral to the partner

Turn on Auto-link your partners so the created deal is tied to the referrer, then set the Submitting Partner attribution method that records who sent the referral. This is what makes credit automatic: every downstream update notification and reward depends on the deal being attributed here.

Turn on Channel Conflict Analysis

Select Channel Conflict Analysis in the automation list and enable it. Before a referral creates CRM records, Introw cross-references your CRM for an existing overlapping deal so the same opportunity is not double-credited or claimed twice. Configure:

• Object - the record type to check conflicts against, typically the deal pipeline the referral lands in.
• Filters - limit the check to deals that match conditions you set, so only relevant pipeline counts as a conflict.
• Additional context - a short description of your process that helps the analysis judge borderline cases.

Leave it on for referral forms: a disputed deal is the fastest way to lose a referrer.

Set deduplication fields

On company and contact automations, open Enrich or create and review Deduplication fields. Introw matches incoming submissions against existing company or contact records on these fields to prevent duplicates and detect conflicts. Keep the suggested defaults (name, email, domain) or pick the fields that best identify a unique account in your CRM.

Customize the confirmation and review

Configure Submission confirmation to control what a partner sees after submitting: choose an End screen with a thank-you message, or Redirect to URL to send them to a page you choose. Then decide review with Approval Gate: leave it off (the default) to accept referrals automatically, or enable it when a person should approve submissions before they create CRM records.

Share the form

Select Share form to open the share dialog. On the Link tab you get two options:

• General link - shareable with anyone; Introw makes a best effort to relate the submission to a partner, but attribution is not guaranteed. Use it for open or web traffic.
• Partner link - pick a partner and copy their link; every submission through it is attributed to that partner automatically. Use this whenever you send the form to a known referrer so credit is never in question.

On the Embed tab, copy the HTML snippet to place the form on a page you control. Embedding requires a custom domain; without one, share the link instead.