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Referral Form

Referral Form

Use this form template to grow your network. Capture recommendations systematically, harnessing the power of word-of-mouth. Centralize incoming referrals to ensure a smooth referral process.

Use this form template to grow your network. Capture recommendations systematically, harnessing the power of word-of-mouth. Centralize incoming referrals to ensure a smooth referral process.

Blue Background
Trello Logo
Trello forms sample for referrals
User Cursor
Trello Logo
Trello forms sample for referrals
User Cursor

How to build a Referral Form and collect responses in Trello

Install the Hipporello Service Desk Power-Up on Trello.

1

Edit forms and publish them on your user portal.

2

Receive form fills from your clients, users or employees as Trello cards.

3

Communicate with form submitters right from Trello cards.

4

What are Trello forms?

Trello forms are form templates that you can edit and publish on a branded client portal that integrates with Trello. They are available with Hipporello’s Service Desk Power-Up

How to create and edit forms

How to brand your client portal for forms

How to receive form fills and reply to them from Trello

What are Trello forms?

Trello forms are form templates that you can edit and publish on a branded client portal that integrates with Trello. They are available with Hipporello’s Service Desk Power-Up

How to create and edit forms

How to brand your client portal for forms

How to receive form fills and reply to them from Trello

What are Trello forms?

Trello forms are form templates that you can edit and publish on a branded client portal that integrates with Trello. They are available with Hipporello’s Service Desk Power-Up

How to create and edit forms

How to brand your client portal for forms

How to receive form fills and reply to them from Trello

All you need is a free Trello account

Create your Trello account and start using 

the Form Templates in Hipporello's Service Desk.

Trello & Hipporello Connection Image
Trello & Hipporello Connection Image
Frequently Asked Questions
Frequently Asked Questions

What is a Referral form?

Can I edit the Referral form?

Can I embed the Referral form?

Will I need to do coding to start using the Referral form?