How to create a Referral Form in Slack for real estate agencies

Enables clients to refer friends or family members who may be interested in buying or selling a property.

Easily refer someone with the Referral Form! Fill out the person's name, email, phone number, and your relationship with them. Submit the form and let the team take care of the rest.

Add the Referral form to your workspace to update it's title, add more inputs and change how it's used in by your team in Slack.

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Add this form to your Slack workspace...

Sign in with Slack to add Forms to your Slack workspace. The Referral form will be preconfigured for you.

Open this the form in any Slack channel using the slash command: /form Referral Form

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Form JSON

Want to review or test the Referral form yourself? Here is the raw JSON you can use with Slack's Block Kit builder:

{"type":"modal","title":{"type":"plain_text","text":"Referral Form","emoji":true},"submit":{"type":"plain_text","text":"Submit","emoji":true},"close":{"type":"plain_text","text":"Cancel","emoji":true},"blocks":[{"type":"section","block_id":"referral_title","text":{"type":"mrkdwn","text":"Please provide details of your referral:"}},{"type":"input","block_id":"referral_name","element":{"type":"plain_text_input","action_id":"referral_name_input","placeholder":{"type":"plain_text","text":"Enter the name of the person you are referring","emoji":true}},"label":{"type":"plain_text","text":"Name","emoji":true}},{"type":"input","block_id":"referral_email","element":{"type":"plain_text_input","action_id":"referral_email_input","placeholder":{"type":"plain_text","text":"Enter the email of the person you are referring","emoji":true}},"label":{"type":"plain_text","text":"Email","emoji":true}},{"type":"input","block_id":"referral_phone","element":{"type":"plain_text_input","action_id":"referral_phone_input","placeholder":{"type":"plain_text","text":"Enter the phone number of the person you are referring","emoji":true}},"label":{"type":"plain_text","text":"Phone Number","emoji":true}},{"type":"input","block_id":"referral_relationship","element":{"type":"plain_text_input","action_id":"referral_relationship_input","placeholder":{"type":"plain_text","text":"Enter your relationship with the person you are referring","emoji":true}},"label":{"type":"plain_text","text":"Relationship","emoji":true}}]}

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