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ZipLeads Affiliate Manager: Automate lead assignment and notifications using workflows

Use the 'Lead Created' trigger and the 'Add Leads under an Affiliate' action to automatically notify people and credit affiliates when they bring in a new lead.

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Written by Matt Phillips

You can use Affiliate Manager workflow triggers and actions to automate what happens when an affiliate brings in a lead. The Lead Created trigger starts a workflow for leads that are credited to an affiliate. The Add Leads under an Affiliate action assigns contacts to an affiliate and campaign.

Trigger: Lead Created


What it does

The Lead Created trigger starts a workflow when a new affiliate-attributed lead is created. You can use it for all campaigns, or filter it so it only fires for a specific campaign.
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How to use it

  1. In your account, go to Automation → Workflows, then click + Create Workflow.

  2. Set the trigger to Lead Created.

  3. To target a specific campaign, click Add filters → Campaign → Is, select the campaign, then click Save Trigger. Leave the campaign filter blank to use the trigger for all campaigns.

  4. Add actions, such as:

    1. Send an email to the affiliate

    2. Notify your internal team

  5. Use custom values from the Lead Created section in your emails and messages.

  6. Save and publish your workflow.

Use cases

  1. Send a “Congrats!” email to affiliates when they bring in a lead.

  2. Alert your sales or support team about new affiliate leads.

  3. Automatically track and tag affiliate leads for nurturing.

Action: Add Leads under an Affiliate

What it does

The Add Leads under an Affiliate action assigns a contact (lead) to an affiliate and their campaign. This makes sure affiliates are correctly credited. You can choose from three assignment methods, so it's flexible enough for most set-ups.
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How to use it

  1. In your workflow, add the action Add Leads under an Affiliate.

  2. Choose your assignment method:

    • Manual

    • Auto (Attribution)

    • Custom Mapping

  3. Fill in the extra fields for the method you chose.

  4. Save and publish the workflow.


Assignment methods

1. Manual: Manually assign a lead to a known affiliate in a specific campaign.
​Best for: form submissions, internal routing and admin decisions.
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Steps:

  • Select the campaign.

  • Select the affiliate (from the affiliates in that campaign).


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2. Auto (Attribution via URL): Automatically assign leads using the am_id passed in the URL parameters. Supports first or last click attribution.
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Steps:

  • Choose the attribution method: First or Last.

  • Make sure am_id is passed earlier in the funnel (for example, in the form or page URL).


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3. Custom Mapping: Use this if am_id is stored in a custom field or passed as a workflow value.

Tip: Best for API pushes, third-party systems and hidden fields on forms.

Steps:

  • Choose the mapping source: custom field or workflow value.

  • The system reads the value and assigns the lead to the matching affiliate.

Use cases

  • Reward lead generation
    ​Example: A lead fills in a form → the system assigns them to the affiliate who shared the link → a “Congrats!” email is sent.

  • Custom lead nurturing
    ​Example: Leads from a funnel are assigned to specific affiliates for one-on-one follow-up, which helps boost conversion rates.

  • Simplify admin tasks
    ​Example: Replace manual lead assignment with automation. This is ideal for busy teams managing lots of affiliates.

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