> ## 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.

# Lead Sharing

> Build a referral form, share it as a link or embed, and let partners refer by email or AI - all attributed to the referring partner in Introw.

**Open in Introw:** [Forms](https://app.introw.io/forms)

## 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](/features/referrals/lead-sharing/guides/build-and-share-a-referral-form).

```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
  surfaces["Link, embed, email, chat"] --> form["Introw referral form"]
  form --> attribute["Attributed to the partner"]
  attribute --> crm["CRM deal or lead"]
```

## 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](https://app.introw.io/forms); submissions land in
[Submissions](https://app.introw.io/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

<Steps>
  <Step title="Build a referral form">
    In [Forms](https://app.introw.io/forms), create a form that registers a deal or lead and map its fields to the CRM.
  </Step>

  <Step title="Open Share form">
    Open the form's Share form dialog.
  </Step>

  <Step title="Share a link or embed">
    Copy the partner link to send to a referrer, or the embed snippet for your site.
  </Step>

  <Step title="Enable off-portal referral">
    Confirm partners can also refer by email or AI assistant where you use those channels.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Build and share a referral form" icon="book-open" href="/features/referrals/lead-sharing/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.
  </Card>

  <Card title="Embed a referral form" icon="book-open" href="/features/referrals/lead-sharing/guides/embed-a-referral-form">
    Put referral capture on your own website with your branding, and confirm submissions land attributed in your CRM.
  </Card>

  <Card title="Refer by email" icon="book-open" href="/features/referrals/lead-sharing/guides/refer-by-email">
    Let partners refer a deal straight from their inbox, with the AI agent filling the form and attributing the lead.
  </Card>

  <Card title="Refer via Slack" icon="book-open" href="/features/referrals/lead-sharing/guides/refer-via-slack">
    Let partners refer a deal from a Slack channel through the Introw agent, attributed and synced to your CRM.
  </Card>

  <Card title="Refer via Microsoft Teams" icon="book-open" href="/features/referrals/lead-sharing/guides/refer-via-teams">
    Let partners refer a deal from a Microsoft Teams channel through the Introw agent, attributed and synced to your CRM.
  </Card>

  <Card title="Refer with AI" icon="book-open" href="/features/referrals/lead-sharing/guides/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.
  </Card>

  <Card title="Share a referral link" icon="book-open" href="/features/referrals/lead-sharing/guides/share-a-referral-link">
    Hand partners an attributed link to refer a deal in seconds, and confirm credit lands on the right partner.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Embedding a form on your own website requires a custom domain on your plan; otherwise use the share link. A general link does not attribute to a specific partner, so use a partner link or an attributed channel when you need clean credit. Email and AI referral depend on the AI agent being enabled.
</Warning>

## 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.
