Referral Form Template

Encourage referrals and streamline the referral acquisition process.

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Overview

This free referral form template makes it easy to collect leads from your existing clients, partners, or employees, without messy email chains or clunky PDFs.

The form captures referral details in a clean, structured way and automatically stores them in your connected database, so you can track, follow up, and grow your pipeline with less effort.

Why use this referral form template

No-code customization: Adjust the form layout, fields, branding, and behavior. No coding required.
Embed anywhere: Share your referral form as a standalone link, or embed it into your website or portal.
Auto-organized submissions: Every referral is logged in your connected database for easy tracking and reporting.

Template features:

Customizable fields
Capture referrer and referral contact details, whether they’ve worked together before, the reason for the referral, and whether the referrer wants a follow-up call. Add or remove fields anytime to fit your process.
Multi-step form experience
Break down the form into simple sections to reduce friction and improve completion rates.
Step and section logic
Show or hide fields based on who’s referring or the type of lead submitted, ideal for handling different referral programs or teams side by side.
Conditional logic
Trigger questions or sections based on answers to keep the experience relevant and streamlined.
2-way data sync
All referrals are automatically stored in your connected database, ready for follow-up, tracking, or automation.
Responsive design
A simple, focused design that looks great on desktop, tablet, and mobile, making it easy for users to submit referrals anytime, anywhere.

Who is this referral form template for?

This template is ideal for businesses looking to grow through word-of-mouth and warm leads. Here's how different teams use it:

Agencies and consultancies: Enable happy clients to refer new business with minimal effort.
Recruiters and HR teams: Collect employee referrals for open roles with structured candidate info.
SaaS companies: Empower users to refer peers with a simple form embedded in your product or site.
Franchise operators: Let regional teams or partners submit leads directly into your CRM system.
Service providers: Capture referrals from contractors, vendors, or past customers in a consistent, trackable way.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your referral form template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Bring in your data: Your template comes with a Softr Database already connected and loaded with sample data. From there, replace it with your own data or connect to 17+ external sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks.
3
Customize logic and branding: Describe changes using the AI Co-Builder, or adjust layouts with drag-and-drop blocks. Review user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your referral form is ready! Authentication, permissions, and hosting are already built in. Publish and share the URL with your teammates or clients to start collaborating.

Frequently asked questions

What is a referral form?
A referral form is used to collect lead information from advocates, such as clients, employees, or partners, in a consistent format. It helps streamline the referral process and makes it easier to track, manage, and follow up with new prospects.
Can I use this with a free Softr account?
Yes! You can get started with this template using a free Softr account. No credit card required.
What data sources can I use with this form?
You can connect the form to Airtable, Google Sheets, HubSpot, Notion, ClickUp, or any other Softr-supported data source.
Is this referral form customizable?
Yes. Duplicate the template into your Softr workspace, then prompt the AI Co-Builder to add a new referral question, add a field for the referral source, or update the thank-you page, just describe what you need and it makes the change.
Prefer hands-on control? Use the visual editor to edit fields, form logic, and branding yourself.
Can I customize this template with AI?
Duplicate the template into your Softr workspace, then prompt the AI Co-Builder to make changes: add a new question, adjust the referral fields, or rework the layout.
Prefer hands-on control? Use the visual editor to edit fields, update the database, and browse new themes without writing a prompt.
Can this form trigger automations?
Yes. Softr Workflows let you notify your sales or recruiting team by email or Slack the moment a new referral comes in, especially useful when the referrer asked for a follow-up call, so no lead sits untouched.