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.
How can you collect form answers to Trello?
Install the Hipporello Service Desk Power-Up on Trello
1
Edit and publish forms on your client portal. Define email-to-board addresses.
2
Receive form fills and email messages as Trello cards
3
Communicate with customers from Trello cards
4
What is a Referral form?
Referral form templates are an essential tool for businesses aiming to cultivate stronger relationships, be it with customers, vendors, or potential employees. Shifting from traditional paperwork to a digital approach, our customizable and device-responsive templates significantly streamline the referral process.
The referral form can be tailored to mirror the distinctive needs of your business—whether it's altering existing fields or adding new sections to gather more detailed information.
You can share it on your website or social channels, and benefit from Trello integration. With the help of the integration, all potential referrals will be brought to your Trello board making sure you won't miss a chance to cultivate business opportunities.
Can I edit this form?
Sure. Using our form builder and our rich set of form elements, you can remove some form fields, or add new ones in seconds. It's also possible to create one from scratch using the same interface.
Can I embed this form?
Absolutely. We’ll give you an embed code which you can copy-paste to WordPress or into your own HTML code. The process is pretty easy and flexible, allowing you to receive all the form fills (embedded or not) in your Trello for a collaborative approach. You can also pick the right colors and fonts so your form perfectly matches your website.
Will I need to do coding?
Nope. There’s no need to speak any coding. Just drag and drop your questions in our form builder, write a one-sentence instruction on how to use it and you're good to go. Your beautiful form will be ready to collect new responses.
All you need is a free Trello account
Create your Trello account and start using Hipporello Form Templates
