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The most natural moment for a partner to refer is when a prospect comes up in an email thread. Letting partners forward that email captures the moment, with the AI agent filling in the referral form for them so the lead still lands attributed and CRM-ready. This guide sets up the email channel and confirms forwarded leads arrive credited.

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What you’ll achieve

A partner support address that turns a forwarded email into an attributed referral in your CRM, confirmed with a test forward so you know the channel works.

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Before you start

1

Build the referral form

A referral form that creates a deal or lead must exist, since the agent submits referrals through it. See Build and share a referral form.
2

Enable the AI agent

The AI agent reads forwarded emails and submits referrals. Confirm it is enabled for your program.

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Steps

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Set up the email channel

1

Set up the partner support email

Confirm your partner support email address is active. Partners forward a lead to it, and the AI agent reads the email and submits the for them.
2

Tell partners they can email

Share the address and a short note that they can forward a prospect with a sentence of context to a deal, no portal needed.
3

Let the agent fill the form

The agent maps the email into your form, so the deal still lands attributed and CRM-ready.

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Confirm attribution

1

Help the agent identify the referrer

The agent attributes the referral from the forwarding partner and the context in the email. Ask partners to forward from the address you have on file for them and to name the prospect company and contact, so the lead matches cleanly to both the referrer and the right CRM records.
2

Send a test and check the credit

Forward a test email to the partner support address, then open Submissions. Confirm the referral appears under Form submissions attributed to the forwarding partner, with the deal created in your CRM.

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Verify it worked

A forwarded test email appears as a referral in Submissions, attributed to the partner, with a matching deal in your CRM. Partners can now refer without leaving their inbox.

Build and share a referral form

Set up the form the agent submits to.

Refer with AI

Let an AI assistant submit referrals too.