Formulario de referencia personal

Referrals are the highest-converting lead source most businesses have, and the most neglected. Not because people don't want to refer. They do. The problem is that referring someone usually means writing a custom email, remembering details, or navigating a clunky portal. If the process isn't dead simple, even your biggest advocates won't bother.

This referral form template removes every friction point. Referrers enter their own information, the referred person's details, a brief note about why they're referring, and that's it. Conditional logic can tailor follow-ups based on referral type (customer referral vs. employee referral vs. partnership introduction). Submissions push directly to your CRM, sales team's Slack channel, or Google Sheets via Zapier, so no referral sits unactioned.

Customize the fields, add your branding and any incentive program details, and share the link with your advocates. By email, in your product, or on a dedicated referral page. The easier you make it, the more referrals you'll get.