The External Referral Form gives you a unique shareable link that lets people submit referrals to your solution provider without needing an Introzy account. Each submission automatically creates a deal in your Referral Opportunities pipeline and notifies your admins by email.
Before You Start
Your organization must have exactly one company with the solution provider role in its contacts. The External Referral Form section does not appear if you have more than one solution provider, or none at all.
You need admin access to enable or disable the form.
Enabling the Form
Navigate to Settings → Marketplace Settings.
Scroll to the External referral form section.
Toggle the form on.
Click Copy link to copy your unique form URL.
Share this link with the connectors you want to submit referrals on your behalf.
What Submitters See
The form displays your solution provider's logo and brand colors with the header "[Company Name] Referral Form." It has two sections:
Your Information (the person submitting the referral):
First Name (required)
Last Name (required)
Email (required)
Company (optional)
Company Website (optional)
Referral (the person being referred):
First Name (required)
Last Name (required)
Email Address (required)
After a successful submission, a confirmation page appears with a Submit another referral link.
Who Can Submit
The submitter's email must already exist as a person in your organization's contacts. If the email address isn't recognized, the submission fails with a generic error — no information is revealed about why.
To allow someone to submit referrals via the form, add them as a person in your contacts before sharing the link with them.
What Happens After Submission
When a referral is successfully submitted:
A new deal appears in your Referral Opportunities pipeline, sourced as "external form."
The submitter is recorded as the connector on the deal.
The referred person is added to your contacts as a new person, or matched to an existing contact if their email is already in your org.
All org admins receive an email notification with a direct link to the new deal.
Managing Your Link
From Settings → Marketplace Settings → External referral form you have three controls:
Toggle off — deactivates the form without changing your settings. The link returns a "Referral form unavailable" message until you toggle it back on.
Copy link — copies the current form URL to your clipboard.
Rotate link — generates a new URL and permanently invalidates the previous one. Use this if the link was shared with someone who should no longer have access.
FAQ
Why don't I see the External referral form section in Marketplace Settings?
The External Referral Form is only available to organizations with exactly one solution provider in their company contacts. If you have more than one solution provider — or none — the section does not appear. Navigate to Settings → Marketplace Settings and check your company contacts to see how many solution providers are listed.
Can I customize the form fields?
Not currently. The form has a fixed set of fields: submitter information and referral information. Your solution provider's logo and brand colors are applied automatically.
Can I use this with multiple solution providers?
No. The External Referral Form is designed for organizations with a single solution provider. Each submission is attributed to that one company.
What happens if someone submits a duplicate referral?
After the submitter's email is verified, the system checks for duplicate submissions. If the same referral already exists in your pipeline, the submitter sees a specific error message indicating the referral has already been submitted.
Do submitters receive a confirmation email?
No. Submitters see a success message on the page after submitting, but do not receive an email confirmation.
How do I know when someone submits a referral?
All org admins receive an email notification each time a referral is successfully submitted. The notification includes the submitter's name and a direct link to the new deal in Introzy.
Can submitters who aren't in my contacts use the form?
No. The submitter's email must match an existing person in your organization's contacts. If it doesn't, their submission fails with a generic error message. This is by design and prevents unsolicited submissions.
Troubleshooting
"Referral form unavailable"
Cause: The link is invalid, the form has been toggled off, or the link was rotated after it was shared.
To fix this: Confirm the form is enabled in Settings → Marketplace Settings. If the link was rotated, share the new URL with your connectors.
"We couldn't process your submission"
Cause: The submitter's email address is not in your organization's contacts, or another validation check failed. The form intentionally shows a generic message to protect contact privacy.
To fix this: Add the submitter as a person in your contacts, then ask them to try submitting again.