> ## 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.

# Refer via Microsoft Teams

> Let partners refer a deal from a Microsoft Teams channel through the Introw agent, attributed and synced to your CRM.

export const noun_0 = "referral"

export const verb_0 = "refer"

If your partners live in Teams, asking them to leave for a portal is friction. Bringing the Introw agent into the channel lets a partner refer a deal in the same place they already talk to your team, with the referral landing attributed and CRM-ready. This guide connects Teams and confirms referrals from chat are credited correctly.

## What you'll achieve

The Introw agent live in a partner Teams channel, taking referrals from a message and writing them to your CRM attributed to the referring partner, verified with a test referral.

## Before you start

<Steps>
  <Step title="Build the referral form">
    A referral form that creates a deal or lead must exist, since the agent submits through it. See [Build and share a referral form](./build-and-share-a-referral-form).
  </Step>

  <Step title="Connect Microsoft Teams">
    Your Teams tenant must be connected to Introw. See [Connect Microsoft Teams](/features/integrations/chat/guides/connect-microsoft-teams).
  </Step>
</Steps>

## Steps

### Set up the Teams channel

<Steps>
  <Step title="Connect Microsoft Teams">
    Connect your Teams tenant so the Introw agent can take {noun_0}s from chat. See [Connect Microsoft Teams](/features/integrations/chat/guides/connect-microsoft-teams).
  </Step>

  <Step title="Bring the agent into a channel">
    Add the Introw agent to the partner channel where deals come up.
  </Step>

  <Step title="Let partners submit from a message">
    Partners give the agent the deal details in a message, and it submits the {noun_0} through the same form flow so they can {verb_0} without leaving Teams.
  </Step>
</Steps>

### Confirm attribution

<Steps>
  <Step title="Map the channel to the partner">
    For credit to be automatic, the channel the partner uses should be tied to that partner so the agent knows who is referring. See [Map a partner channel](/features/integrations/chat/guides/configure-the-chat-integration).
  </Step>

  <Step title="Send a test and check the credit">
    Message the agent with a test deal in a connected channel, then open [Submissions](https://app.introw.io/submissions). Confirm the referral appears under **Form submissions** attributed to the right partner, with the deal created in your CRM.
  </Step>
</Steps>

## Verify it worked

A test message to the agent appears as a referral in [Submissions](https://app.introw.io/submissions), attributed to the partner, with a matching deal in your CRM. Partners can now refer without leaving Teams.

## Related

<CardGroup cols={2}>
  <Card title="Refer via Slack" icon="comments" href="./refer-via-slack">
    Refer from a Slack channel instead.
  </Card>

  <Card title="Connect Microsoft Teams" icon="microsoft" href="/features/integrations/chat/guides/connect-microsoft-teams">
    Set up the Teams integration.
  </Card>
</CardGroup>