This guide walks you through creating a referral in Introzy using the Create New Referral modal. The process has four steps: selecting a Seeker, selecting a Provider, adding context (your introduction message), and reviewing before submitting.
To open the modal, click + Create Referral in the top navigation bar from anywhere in Introzy.
Step 1: Select Seeker
The Seeker is the person being referred — the individual who needs help or a connection.
Click + Create Referral in the top navigation bar or via a Pipeline. The Create New Referral modal opens on Step 1.
Use the Search contacts (people + companies) bar to find the Seeker by name or email. The list shows both individual contacts and companies. Companies display a "No primary contact" label if no primary contact has been assigned.
Click a row to select the Seeker. A checkmark appears and the row highlights in blue.
If you select a person: A confirmation message reads "You selected a person. That person will receive this referral." The company dropdown below is disabled.
If you select a company: A confirmation message reads "You selected a company. Choose the contact who will receive this referral." A dropdown appears pre-populated with the company's primary contact. Select the correct contact from the dropdown.
Click Next to proceed.
Don't see the Seeker? If the person or company doesn't appear in your contact list, click + New Contact (top right of the contact list) to add them before creating the referral.
Step 2: Select Provider
The Provider is the person or solution provider who will receive the referral.
Use the Search contacts (people + companies)… bar to find the Provider by name or email. The list shows both individual contacts and companies.
By default, the Solution Providers Only checkbox (top right of the search bar) is checked — this filters the list to show only contacts marked as solution providers. Uncheck it to search all contacts.
Click a row to select the Provider.
If you select a company: A confirmation message reads "You selected a company. Choose the contact who will receive this referral." A dropdown appears pre-populated with the company's primary contact. Select the correct contact from the dropdown.
If you select a person: The company dropdown is disabled.
Optionally, select a Product/Service (Optional) from the dropdown. This field is always visible and defaults to No product (free intro). If the provider has configured products, they will appear as options in this list.
Click Next to proceed.
Step 3: Add Context
The Add Context step is where you write the introduction message using a template or the AI generator with a prompt and choose whether to send an email notification.
Send introduction email — This checkbox is checked by default at the top of this step. When enabled, both participants receive an email with your introduction message. Uncheck it if you do not want an email sent. If unchecked, the message fields become read-only and you can still continue to review.
The left side has two tabs:
Use Template — Search and select from saved message templates to auto-populate the subject and body.
AI Generate — Use AI to draft a message for you.
To write your message manually:
Fill in the Message Subject field (required). This becomes the subject line of the introduction email. Use Insert Variable to dynamically insert names or other details.
Fill in the Write your message field (required). Explain why the Seeker and Provider are a good match — include the Seeker's needs, relevant background, and why this Provider is the right fit. Use Insert Variable here too if helpful.
The Live Preview panel on the right updates as you type, showing:
Who needs help — the Seeker's name
Who is helping — the Provider's name
Message Subject — your subject line
Message — your message body
Click Next to proceed.
Tip: The more specific your message, the faster the Provider can respond. Mention the Seeker's needs, any relevant background, and why this Provider is the right fit.
Step 4: Review & Create
The final step lets you confirm all details before submitting.
Participants:
Seeker — Shows the Seeker's email and company.
Solution Provider — Shows the Provider's name and company.
Connector — A dropdown showing which connector is associated with this referral. This defaults to your account and can be changed if needed.
Final Message Preview (right panel) — Shows the complete message as it will appear to recipients, including:
Who needs help
Who is helping
Message Subject
Message body
Pipeline Deal Information — An optional section for tracking this referral in your pipeline:
Deal Name (Optional) — Pre-filled with an auto-generated name in the format "Seeker Company → Provider Company". You can edit this or leave it as-is.
Expected Value (Optional) — Enter an estimated deal value for pipeline tracking.
When everything looks correct, click Create Referral to submit. To make changes, click Back to return to any previous step.
After You Submit
Once the referral is created:
Both participants receive an email notification (if Send introduction email was checked in Step 3).
The referral appears in the New Referral stage of your Referral Opps pipeline, accessible via Pipelines in the left sidebar.
You can open the referral from either the Seeker's or Provider's contact record to view its full details and history.
FAQ & Common Issues
I can't find the Seeker or Provider in search. They may not yet be in your contact list. Click + New Contact on Step 1 or Step 2 to add a new contact. On Step 2, try unchecking Solution Providers Only to search across all contacts.
The Provider list is empty or very short. The Solution Providers Only filter is on by default. Uncheck it to see all contacts, or ask your administrator to mark the right people as solution providers.
The Product/Service dropdown only shows "No product (free intro)". The selected Provider doesn't have products set up in Introzy yet. You can still proceed because this field is optional. You can configure their products by visiting their people or company page.
I submitted the referral but can't find it. Go to Pipelines → Referral Opps in the left sidebar. The new referral should appear there. If not, check any active filters on the view.
What is the Connector field on Step 4? The Connector is the person facilitating the referral (typically you). It defaults to your account. You can change it from the dropdown if you're creating a referral on behalf of someone else.