Who This Is For / When to Use
Use this action when you need to:
Attribute leads to affiliates automatically
Track affiliate-generated leads before a sale occurs
Assign affiliates from URLs, imports, or API pushes
Avoid manual lead assignment
Where to Find This Action
Go to Automations > Workflows
Create a new workflow or open an existing one
Click Add Action
Search for Add Leads Under an Affiliate
What This Action Does
This action:
Assigns a contact as a lead under an affiliate
Associates the lead with an affiliate campaign
Supports manual, attribution-based, and custom ID assignment
Enables downstream commission tracking when a sale occurs
Assignment Methods (Choose One)
1. Manual Assignment
Use this when you already know which affiliate should receive the lead.
Required fields
Campaign – Affiliate campaign the lead belongs to
Affiliate – Affiliate receiving the lead
Best for:
Internal routing
Admin-created leads
Controlled form flows
2. Auto-Track Affiliate via Attribution
Use this to automatically assign affiliates based on URL attribution (am_id).
Additional settings
Attribution Source
First Attribution – First affiliate interaction (never changes)
Latest Attribution – Most recent affiliate interaction
Best for:
Funnels
Paid traffic
Affiliate links
Attribution data must exist before the workflow runs.
3. Custom Mapping (Advanced)
Use this when the affiliate ID is stored in a custom field or passed dynamically.
Required field
AM ID – Map a custom field or workflow value to the affiliate ID
Best for:
API pushes
Imports
External systems
Custom integrations
Step-by-Step Setup
Open or create a workflow
Add a trigger (form submitted, booking completed, etc.)
Add Add Leads Under an Affiliate
Choose Manual, Attribution, or Custom Mapping
Complete required fields
Save the action
Publish the workflow
Common Triggers Used With This Action
Form submission
Survey completion
Calendar booking
Tag added
Contact imported
Common Issues and Fixes
Lead Not Assigned to an Affiliate
Cause: Attribution selected but no affiliate ID exists
Fix: Ensure the contact arrived via an affiliate-tracked URL or mapped field
Wrong Affiliate Assigned
Cause: Latest Attribution used unintentionally
Fix: Switch to First Attribution if attribution should not change
Existing Affiliate Overwritten
Cause: Workflow runs without conditions
Fix: Add a condition to check if Affiliate is already set
Important Notes
This action assigns leads only, not sales
Commission is calculated later when a sale is recorded
Only one affiliate can be assigned per lead
Custom Mapping requires a valid
am_id
Practical Use Cases
Affiliate Funnel Tracking
Assign affiliates at opt-in so revenue attribution is accurate later.
Imported Lead Attribution
Bulk-assign affiliates using Custom Mapping during imports.
API & External Systems
Pass affiliate IDs dynamically from third-party tools.