# Referral Tracking: Every Partner Referral to a Result

Source: https://maito.app/workflows/track-every-partner-referral-to-an-outcome

Maito logs each partner referral, assigns an owner, thanks the partner and tracks the outcome, flagging referrals that never got one.

Each referral gets an owner, a thank-you to the partner and a logged result.

[Sales](https://maito.app/workflows/team/sales) · [Accounting and bookkeeping](https://maito.app/workflows/industry/accounting-and-bookkeeping) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Gmail
-   Microsoft 365
-   Superhuman Mail
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)

## How do you track every partner referral to an outcome?

To track every partner referral to an outcome, set Maito up on your email and CRM. When a partner sends a referral, it logs the prospect and the partner, assigns an owner, and drafts a thank-you. Later it asks for the result and flags referrals with no outcome logged.

## How it's done today

The referral arrives by email and nobody confirms who is responsible.

## What Maito does

1.  Log the prospect and the partner who sent them
2.  Assign an owner
3.  Acknowledge the partner
4.  Track the first contact and the outcome

## Example

Loop run: New email from a partner

**Maito** (8:52 AM):

Referral logged and assigned to Nora.

• Prospect: Carla Mendes, Initech Logistics, 12 staff  
• From: Frank Osei, Osei Law, partner since 2024  
• Need: bookkeeping catch-up for January to September

Acknowledgement sent to Frank: "Received. Nora will be in touch with Carla this week."

Catch: Frank didn't copy Carla, so there's no sign she agreed to us having her details. Also, Frank's August referral to Hooli never got an outcome logged. I'll tell him only what the prospect allows.

**Nora** (9:03 AM):

Draft a short note to Carla mentioning Frank's introduction.

**Maito** (9:04 AM):

Draft, not sent: "Hi Carla, Frank Osei suggested we talk about catching up your books. Would Thursday or Friday suit for a 20-minute chat?" Say go and I'll send it from maito@northstar.example with you copied.

## How to set it up

When something happens Track every partner referral to an outcome

Ask your agent

“When a partner emails us an introduction, log the prospect in the CRM as a referral, assign it to Nora, and send the partner a short acknowledgement. Draft a first message to the prospect for Nora to approve.”

Connect email

-   Gmail
-   Microsoft 365
-   Superhuman Mail

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It can only log what partners send. Outcomes still need someone to report them.

## Questions

### Does it reply to the partner?

It sends a short acknowledgement. Anything that tells the partner about the prospect waits for approval.

### What if the prospect wasn't copied?

Maito flags it and says only what the prospect allows, so you can check they're happy to be contacted.

### Where are referrals stored?

In your CRM, such as HubSpot, Salesforce, Attio or Pipedrive.

## More sales workflows

-   [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call)
-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)

[See all workflows](https://maito.app/workflows)

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