How it works
A referral form is a regular Introw form configured to create a deal or lead. From the form’s share dialog you get a link partners can use, an embed snippet for your own site, and the option to add a partner-specific link that pre-attributes submissions to that partner. Partners can also refer by emailing your partner support address or by asking an AI assistant to submit on their behalf. Whichever entry point a partner uses, the submission is captured by the same form pipeline, attributed to the referring partner, and written to your CRM. You manage the form fields and CRM mapping in the form builder; this page covers getting referrals in from off-portal surfaces.Protecting referral credit
A referral program runs on trust: if a partner refers a deal and later finds it was already in your pipeline, or that someone else got the credit, they stop referring. Introw protects credit in three layers. Attribution ties each submission to the referrer, automatically when you use a partner link or an attributed channel, so credit is recorded the moment the referral arrives. Channel Conflict Analysis cross-references each referral against your existing CRM before it creates records, so an overlapping deal is flagged instead of silently double-credited. Deduplication matches incoming companies and contacts against existing records so the same account is not created twice. You configure all three on the referral form; see Build and share a referral form.Prerequisites
- A form configured to register a deal or lead.
- Embedding on your own website requires a custom domain on your plan.
Settings & configuration
Referral forms are managed from Forms; submissions land in Submissions.Share link
The form’s Share form dialog provides a Link tab with a general link anyone can use and a partner link that attributes submissions to a specific partner. Use the partner link when you send it to a known referrer so credit is automatic.Embed
The Embed tab gives an HTML snippet to place referral capture on your own website. Embedding on your domain requires a custom domain; without one, share the link instead.Refer by email
Partners can forward a lead to your partner support email address, where the AI agent reads it and submits the referral form for them. This lets partners refer straight from their inbox.Refer by AI assistant
With the AI agent and MCP connectors available, partners can ask their assistant to submit a referral, which calls the same submission flow. This is handy for partners who live in chat or their CRM.Setup walkthrough
Build a referral form
In Forms, create a form that registers a deal or lead and map its fields to the CRM.
Share a link or embed
Copy the partner link to send to a referrer, or the embed snippet for your site.
How-to guides
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.
Embed a referral form
Put referral capture on your own website with your branding, and confirm submissions land attributed in your CRM.
Refer by email
Let partners refer a deal straight from their inbox, with the AI agent filling the form and attributing the lead.
Refer via Slack
Let partners refer a deal from a Slack channel through the Introw agent, attributed and synced to your CRM.
Refer via Microsoft Teams
Let partners refer a deal from a Microsoft Teams channel through the Introw agent, attributed and synced to your CRM.
Refer with AI
Let partners refer a deal by asking a connected AI assistant, which fills the form and attributes the lead in your CRM.
Share a referral link
Hand partners an attributed link to refer a deal in seconds, and confirm credit lands on the right partner.
Limits & gotchas
Troubleshooting
- A referral is not attributed to the partner - use the partner-specific link or an attributed channel rather than the general link.
- The embed will not load on your site - confirm a custom domain is configured.
- Email referrals are not coming through - check that the AI agent and partner support email are set up.