Sales referral form template
Grow your business with a sales referral program. Kickstart your strategy with a form to effectively capture leads.
A sales referral form is a mechanism for collecting new prospects, so use it to gather the data you need to contact them. As you’re asking existing customers to provide the names and contact details for you, don’t overcomplicate it, or ask questions that are difficult to answer. Make sure you collect the referrer’s details too, so you can thank them, or provide them with a reward.
All successful projects start with a clear objective. Consider how you’re going to promote the program, if you’re going to provide an incentive, and what you’ll do with referrals when you receive them. Make sure you’re capturing the leads in a way that fits into your sales process. Whether that’s regularly exporting the data, making use of the instant email notifications, or integrating with MailChimp, Hubspot, or Salesforce. Creating the form is easy. We’ve got a free template to get you started. It’s super intuitive and easy to use, and you don’t have to write a single line of code.
Get inspired by relevant templates and categories
3200+ Templates, 300+ Integrations
With Typeform, you can 
customize everything
Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.
Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.
Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.
