Sales Referral Form Template

Refer 3 friends or colleagues, and we'll give you 3 months for free!First off, what's your name?Approximately how long have you been a customer of ours?

Less than a year, 1-2 years, 2-3 years, 3-4 years, More than 4 years

Let's start with your first referral. What's their name?And how do we contact them? Please enter their email address belowWhat's your second referral's name?And their email address?Finally, what's the name of your last referral?And their email address?Fantastic, please tick below to accept that we will be emailing them on your behalf, in accordance with email marketing laws. Please ask their permission before completing this form.Thanks! We've received your referrals. Once they've signed up, we'll send you an email to confirm your discount.

Collect up to 3.5x more data with Typeform

Your customers are your best salespeople

People trust their friends more than they trust companies. Especially when it’s about the company in question. That’s why referral marketing and referral sales are popular and effective growth channels. Once you’ve won over a customer, help them help you. Streamline your referral process and track your success with a sales referral form.

With Typeform, you can customize everything

Change text, colors, and even logos to match 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 120+ tools including Slack, Zapier, and HubSpot.

Sales referral form FAQs:

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.