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The lowest-friction way for a partner to refer is a link they can open and fill in anywhere. A partner-specific link goes one step further: it attributes every submission to that referrer automatically, so credit is never in question and you do not have to reconcile who sent what. This guide shares the link and confirms attribution actually lands.

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What you’ll achieve

A referral link in your partners’ hands, attributed to the right partner, with the first submission confirmed as credited in your CRM so you know the channel works before you scale it.

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Before you start

1

Build the referral form

A referral form that creates a deal or lead must exist. See Build and share a referral form.

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Watch it

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Steps

1

Open the form's share dialog

In Forms, open your form and open its Share form dialog.
2

Copy the link

On the Link tab, copy the general link to share with anyone, or the partner link to attribute every submission to a specific partner.
3

Send it to partners

Drop the link into an email, a portal message, a Slack channel, or anywhere your partners already are. A partner link credits that partner every time they a deal.

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Confirm attribution

1

Prefer the partner link for known referrers

When you send the form to a specific partner, always use their Partner link rather than the General link. The partner link tags every submission with that referrer, so credit is automatic; the general link only makes a best-effort guess and can arrive unattributed.
Prefer the partner link for known referrers
2

Submit a test and check the credit

Open the partner link yourself, submit a test referral, and open Submissions. Confirm the submission shows under Form submissions attributed to the expected partner. If it arrives unattributed, re-share the partner link rather than the general link.
Submit a test and check the credit

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Verify it worked

The test referral appears in Submissions attributed to the right partner, and a matching deal is created in your CRM. From here, the partner can be kept updated and rewarded automatically.

Build and share a referral form

Set up the form and attribution behind the link.

Embed a referral form

Capture referrals on your own site instead.