> ## 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. # Referral track > Stand up a referral program in Introw: a dead-simple off-portal registration form, channel-conflict protection that locks in credit, automatic status updates back to the referrer, and referral fees reconciled to your CRM. > A [referral partner](/partner-types#referral) makes a warm, named introduction and steps back while your team runs the sale. The relationship is high quality but fragile: one disputed or slow-paid referral ends future intros. So the whole track optimizes for two things the referrer cares about most, unambiguous credit and visible, trustworthy payout, while keeping submission effortless and off-portal. **Time to first value:** referrals flowing in and updating automatically within about a day. **Owned by:** Partner Operations and the Partner Manager, with Finance for rewards. The AE runs the actual deal. ## What a referral partner actually needs A referrer is usually one person or a small advisory firm. They want a way to refer in seconds from wherever they are, proof that the registration protects their credit, visibility into the deal they sourced, and confidence they will get paid. They do not quote, close, or collaborate on the deal, so you skip CPQ, reseller editing, and heavy enablement. Focus every step on capture, credit, and trust. ## Set up the foundation **Why it matters.** A referred deal is a real opportunity on your CRM. Connecting first means the sourced deal, its status, and the credit all live on the record your AEs already work, with no separate system to reconcile. Connect HubSpot or Salesforce so referred deals attach to the system of record. **Time:** 20 to 30 min · **Who:** CRM Administrator, Partner Operations Connect Salesforce, HubSpot, or Pipedrive as the source of truth. Decide how referrer records map into the CRM. **Why it matters.** Credit and payouts attach to a partner and a person. Importing referrers and their contacts up front means every referral can be linked to the right payee automatically, instead of being matched by hand later. Detect referrers from the CRM and bring their contacts along. **Time:** 30 to 60 min · **Who:** Partner Operations Detect referrers automatically from the CRM. Bring in the person who will refer and get paid. **Why it matters.** Unambiguous attribution is the referral program's foundation of trust. Mapping how a sourced deal is credited on the CRM record means the referrer's contribution is recorded the moment a deal is registered, not argued about at payout time. Choose the revenue-attribution method and map partner attribution onto deals. **Time:** 30 to 60 min · **Who:** Partner Operations, Revenue Operations Record who sourced the deal on the CRM record. Decide how sourced revenue is credited. ## Build the referral motion **Why it matters.** The intake form is where data quality and attribution are won or lost. A short form with the right fields, mapped to CRM properties and auto-linked to the referring partner, means every referral lands clean and credited with no ops cleanup. That is the difference between a program that scales and a spreadsheet. Create the form, add only the fields you need, map each to a CRM property, and auto-attribute the submission to the partner. **Time:** 30 to 45 min · **Who:** Partner Operations Keep it to the few fields a referral needs. Auto-link the referrer for clean credit. Write every answer to the right CRM field. Turn a submission into a clean deal and contact. **Why it matters.** A referrer's confidence rests entirely on not losing the credit to the direct team or another partner. Conflict detection plus an approval gate, with the AI agent doing the first-pass screening, gives fast, consistent acknowledgement, which is exactly what keeps referrers referring. Detect duplicates and conflicts on submit, route to an approval gate, and let the AI agent auto-screen the clear cases. **Time:** 30 to 45 min · **Who:** Partner Operations, with the Partner Manager and Sales on the rules Flag overlap with existing or direct deals automatically. Let the agent clear unambiguous referrals instantly. Hold and review the cases that need a human. Lock in the referrer's claim on the deal. **Why it matters.** A referrer should never have to log in to help you. Sharing a referral link, an email path, or an AI submission lets them refer from wherever they already are, which removes the single biggest source of referral drop-off. Give referrers a share link, an embeddable form, and an email or AI submission path. **Time:** 20 to 30 min · **Who:** Partner Operations, Partner Marketing Capture referrals straight from the inbox. Capture referrals from AI assistants. One link a referrer can use from anywhere. **Why it matters.** Silence after a referral kills trust. Automatic status updates back to the referrer, with no work from your AE, prove the program is alive and are the cheapest way to earn the next introduction. Turn on deal-progress updates so referrers hear about movement and closed-won automatically, in the portal or over Slack, Teams, or email. **Time:** 20 to 30 min · **Who:** Partner Operations Push status changes back to the referrer. Reach referrers where they already work. **Why it matters.** Referrers need one place to confirm a deal is progressing and see what they will earn. A lightweight portal showing their referred deals and pending rewards is enough; you can enrich it later. Build the minimum that earns trust. Publish a simple experience that shows the referrer their sourced deals and earnings. Experience building goes much deeper, link that for later. **Time:** 1 to 2 hours · **Who:** Partner Operations, Partner Marketing Assemble the minimal referrer view. Show referrers only their own sourced deals. **Why it matters.** Getting paid correctly and on time is the entire promise of the referral motion. Fees calculated from the CRM-attributed deal and paid in clean batches mean no disputes, no spreadsheets, and a referrer who comes back. Set up the referral fee or revenue share and pay out from the attributed, closed-won deals. **Time:** 1 to 2 hours · **Who:** Finance, Partner Operations Reward the referrer when the deal closes. Batch and pay, reconciled to the CRM. ## Go deeper once you are live Optional once the core loop of capture, protect, update, and pay is running. Put the referral form on your partner's own site. Celebrate wins to drive the next referral. Move from flat fees to ongoing revenue share. Lead sharing, deal updates, and rewards in depth. ## You are live Referrers can submit in seconds from anywhere, their credit is locked in by conflict detection and approvals, they are kept warm by automatic updates, and they are paid from the CRM source of truth. That is a referral program partners trust enough to keep feeding. Pick another partner-type track. Go deeper on intake, mapping, and approvals.