Referral Link Lead Capture
Unique referral trigger links sent to existing members auto-create leads when shared, tracking the referral source and t
What This Automation Does
How It Works
Trigger Link Clicked
Prospect clicks member's unique referral URL
Referral Landing Page
Branded page: "{{referrer_name}} thinks you'd love {{business_name}}!"
Create Contact
Auto-tag with referrer info + "Referred-Lead"
Welcome SMS to Prospect
Personalized intro + special referral offer
Notify Referrer
Alert the referring member their link was used
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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