Referral Form Template
Capture every referral with the context you actually need — who sent it, who they sent, and what to do next.
A referral form that collects referrer and referee details in one shareable link. Operations teams use it to route warm intros to the right owner, track program performance, and pay out rewards without chasing spreadsheets.
Want AI to build a custom version from a description? Try the AI Customer Referral Form Generator
Why use a referral form?
What's included in this template
15 fields — customize any field or add new ones with AI.
Need different fields?
Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.
Key features of this referral form template
Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.
Two-sided contact capture
Separate blocks for the referrer and the referee, so your team always knows who to thank and who to call.
Consent checkbox
A required acknowledgement that the referred person agreed to be contacted — useful for GDPR and CAN-SPAM hygiene.
Routing-ready fields
Dropdown for relationship type and best-contact-time make it easy to auto-route submissions to the right rep or region.
Attachment support
Referrers can upload an email thread, a deck, or a screenshot — the kind of context that turns a cold lead warm.
Mobile-first
Renders cleanly on phones so a customer can fill it in during a Slack DM or after a coffee chat without opening a laptop.
Reward-program friendly
Every submission is timestamped and tied to the referrer email, which is the only audit trail you need to pay out credits or cash.
Perfect for
How to use this template
Open the template
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
Customize with AI
Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.
Connect & publish
Link to Slack or HubSpot with one click, then embed on your site or share the link.
Ways to use this template
Customer referral program
A SaaS company emails the form link to power users with a $200 credit incentive. Every submission lands in Slack, the AE follows up within a day, and finance reconciles credits from the Sheets export.
Partner channel intros
Agency partners refer clients who need implementation help. The form captures the deal size estimate and current toolset so the partner team can qualify and assign an account exec before the first call.
Employee referral hiring
HR shares one link in the company Slack. Employees submit candidates they vouch for, attaching a resume or LinkedIn URL, and the recruiter sees them in the ATS within minutes via the HubSpot integration.
Healthcare provider referrals
A physiotherapy clinic gives the form to GPs in the area. The GP fills out patient details, reason for referral, and urgency, then the clinic books an appointment from the queue without phone tag.
Internal department handoff
Support escalates feature requests to product using the same form, with the customer ID, account size, and use case captured in fields product already filters by.
Investor and advisor intros
Founders send the link to advisors asking for warm intros. The advisor names the investor, why they think it is a fit, and whether they have asked for permission yet — saving the founder an awkward double-check.
Workflow integrations
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
Real-time sync
Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.
Conditional routing
Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.
Two-way data flow
Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.
Why choose Flexform?
Frequently asked questions
How does the consent checkbox protect us?
It creates a record that the referrer confirmed the referred person agreed to be contacted. That timestamped checkbox is what your legal team needs if a recipient ever asks where you got their contact details, and it satisfies most of the GDPR and CAN-SPAM checks for warm outreach.
Can I route referrals to different reps automatically?
Yes. Use the relationship dropdown or the company size field as a routing key, connect the form to Slack, and post each submission into a different channel based on the answer. Most teams pair this with HubSpot so the contact is created and assigned to the right owner in one step.
What if the referrer does not know the persons phone number?
Phone is set to optional by default. Most referrers know an email and a vague best-time-to-reach, which is plenty for a first outreach. You can mark phone as required for programs where speed matters, like a hot-lead intro flow.
How do I track who referred whom for payouts?
Every submission is tagged with the referrer email and timestamp, exported to Google Sheets, and ready for a quarterly payout calculation. Finance teams typically add a column for status — paid, pending, or rejected — and filter from there.
Can I embed this in our customer app?
Yes, two ways. The share link drops into any in-app banner or settings screen, and the Kotlin Multiplatform mobile SDK lets Android and iOS engineers render the form natively without leaving the app. Both feed the same backend.
Do referrers need an account?
No. Anyone with the link can submit, which is the whole point — the lower the friction, the more referrals you get. If you want to gate it behind a known-customer email, add an email-match question and route unmatched submissions to a review queue.
How many fields should I keep?
Around 10 is the sweet spot. Anything under 6 feels too casual to act on, and anything past 15 sees a drop in completion. Start with the defaults, watch the first 20 submissions, and trim fields nobody fills in.
Can I customize the thank-you message after submission?
Yes. Describe what you want — "thank them, tell them the referee will hear from us in 48 hours, and offer a 200 dollar credit when the deal closes" — and the AI writes the confirmation page for you. You can also link to a calendar booking or a swag store from there.
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