The best way to leverage the leads your affiliates refer to you is by keeping in contact with them and following up immediately. However, we know that it can be quite time-consuming, so we'll learn how to use the "Lead Created" trigger to 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, simply 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 will be:

Campaign

Select “Campaign” from the Filters dropdown. Next, you will need to choose your operator. Finally, 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

Adding the “Add Leads under an Affiliate”  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 will help you easily manage your incoming affiliate campaign leads, ensuring none slip by the sidelines, and you can leverage your affiliates' work into sales.