> ## 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.
# 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.
A referral program only works once partners have a clean way to hand you a lead and trust that they will get the credit. This guide builds that capture form end to end: the fields partners complete, the automation that turns a submission into a CRM deal, the partner attribution that ties it to the referrer, the conflict and duplicate checks that protect credit, and the link or embed you hand out. Set it up once and every channel guide (link, email, embed, Slack, Teams, AI) plugs into it.
## What you'll achieve
A live referral form that a partner can open from anywhere, fill in with prospect details, and submit. Each submission creates (or enriches) a deal in your CRM, is attributed to the referring partner so credit is automatic, and is checked for conflicts and duplicates before it is accepted. You leave with a shareable link and an embed snippet ready to distribute.
## Before you start
A connected CRM is required so the form can create deals or leads and read your pipeline and properties.
Partner attribution should be configured on your CRM connection so a created deal can be credited to the referring partner.
Embedding the form on your own website requires a custom domain on your plan. A shareable link works without one.
## Watch it
## Steps
### Build the form
Go to [Forms](https://app.introw.io/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**.
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.
### Turn submissions into CRM records
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 {object} when one is selected** so a fresh deal is created from each referral.
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.
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.
### Protect referral credit
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.
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.
### Set the partner experience and share
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.
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.
## Verify it worked
Open a partner link yourself and submit a test referral. Confirm it appears in [Submissions](https://app.introw.io/submissions) under **Form submissions**, attributed to the right partner, and that a deal was created in your CRM with the mapped properties filled in. To check the safeguards, submit a referral that overlaps an existing deal and confirm it is flagged as a conflict rather than silently creating a duplicate.
## Related
Hand partners an attributed link to refer.
Capture referrals on your own site.
Notify referrers as their deals progress.
Pay referrers for the deals they source.
The full conflict-detection setup.
Full configuration options.