The best way to leverage the leads your affiliates refer to you is by keeping in contact with them and following up immediately. The Lead Created trigger lets you start a workflow when a new lead is referred, giving you instant automation opportunities.

Adding Your Trigger #

You can find this trigger in the Affiliate section of your workflow triggers. To add it, click + Add New Trigger and select it.

Workflow Trigger Name #

Update the name that will be displayed in the builder.

Filters #

Define the contacts that should be added to the workflow by including filters based on the desired criteria. The main filter for this trigger is:

• Campaign: Select Campaign, choose your operator, then select the affiliate campaign you want to trigger or exclude from your workflow.

Once you are satisfied with your selections, click Save Trigger to establish your changes.

Action Compatibility #

Contact Actions #

When using actions such as Send Email or Notify Internal Team, you can use custom values from the Lead Created section to personalize your communications.

Add Leads Under an Affiliate #

The Add Leads Under an Affiliate action can be used to reassign leads with the Lead Created trigger. When using this action, you can use Lead Created custom values when selecting Custom Mapping.

This trigger and its compatibility with your actions help you easily manage incoming affiliate campaign leads, ensuring none slip by the sidelines so you can leverage your affiliates’ work into sales.

Frequently Asked Questions #

When does the Lead Created trigger fire? #

It activates when a new lead is referred through an affiliate, letting you follow up instantly.

Where do I find this trigger? #

It is in the Affiliate section of your workflow triggers. Click + Add New Trigger and select it.

What filter is available? #

The main filter is Campaign, which lets you trigger or exclude specific affiliate campaigns.

Can I personalize follow-up messages? #

Yes. Actions like Send Email and Notify Internal Team can use custom values from the Lead Created section.

How do I reassign leads to an affiliate? #

Use the Add Leads Under an Affiliate action with Custom Mapping, where you can use Lead Created custom values.

Why use this trigger? #

It ensures incoming affiliate leads are handled promptly, helping you convert your affiliates’ referrals into sales.