Data capture form template
The latest addition to your sales team might just be a typeform
Sales referral form template
Grow your business with a sales referral program. Kickstart your strategy with a form to effectively capture leads.
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 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.
Sales referral form template FAQs:
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.
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