Referral Form Template
This template is tailored to effortlessly collect essential details from people providing references. It can be used as an employee referral form, medical referral form, or any other referral form that you need.
Why you should use this Referral Form Template
With a simple drag-and-drop form builder and a connected table to store references, this referral form is ready to go to make your referral process a piece of digital cake. It also can connect to any of Zapier's 6,000+ apps making it the most connected referral template out there.
How the template works
Send the URL to the form or embed it in your website for referees to fill out. When a referral comes in, the details land softly into a Table, snug and secure. You get an automatic notification email for each new submission.
Customize the form in order to make it your own. It can be edited and changed to almost anything: patient referral form physician referral form client referral form and more
Who should use this template
This template is perfect for a small business who is setting up an employee referral program or any referral program that involves recommendations or customer input. Also, if you need your referral form to easily integrate with your existing apps, this template is ideal since it connects with 6,000+ other apps.
Key benefits of this template
Here's what you'll love:
- A quick, easy collection of referral data
- Automated, timely email notifications to keep you updated
- A centralized table for all references, keeping you organized and informed
Frequently Asked Questions
Do I need any coding skills to use this template?
Which email providers work with this template for the notification email?
Where can I view the form submissions?
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Related Resources
Getting customer feedback can be tricky. It’s not always easy to know who to ask or even the best way to phrase your questions. And even if you do manage to collect some feedback, what are you supposed to do with it?
Learn moreReferral marketing helps you get new customers from those who already know and love your business. Automation cuts out manual tasks so you get a better return.
Learn moreOver the years, we've found that the better the data we have at each point of the hiring process—and the more digestible this data is—the better we are at finding exceptional teammates that stay at Zapier for a long time.
Learn more