Who This Is For / When to Use
Use this trigger if you want automation to run as soon as a lead is created, especially for affiliate-driven lead generation, internal alerts, or real-time engagement workflows.
What the Lead Created Trigger Does
The Lead Created trigger fires each time a new lead is created in the account.
When the trigger runs, the associated contact is added to the workflow and proceeds through the actions you configure.
This trigger supports optional filters, allowing you to control which leads should enter the workflow.
How to Add the Lead Created Trigger
Step 1: Create or Open a Workflow
Go to Automations > Workflows.
Click Create Workflow.
Step 2: Add the Trigger
Click Add New Trigger.
From the trigger list, select Lead Created.
(Optional) Rename the trigger for clarity.
Step 3: (Optional) Add Filters
Filters allow the workflow to run only for specific leads.
Common use cases include:
Limiting execution to leads from a specific campaign
Preventing unnecessary workflow runs
If no filters are applied, every new lead will trigger the workflow.
Using Custom Values with Lead Created
When adding actions such as Send Email, Send SMS, or Internal Notification, you can personalize messages using Lead Created custom values.
Available custom values include:
Affiliate Name
Affiliate First Name
Affiliate Email
Customer Name
Customer Email
Campaign Name
Affiliate Referral Link
Lead ID
These values allow messages to dynamically populate lead and affiliate details.
What Happens After the Trigger Fires
Once triggered, the workflow can perform any supported workflow action, including:
Send email or SMS
Send internal notification
Assign a task
Apply or remove tags
Update contact fields
The workflow continues only if the trigger (and filters, if applied) are satisfied.
Common Use Cases
Notify Affiliates of New Leads
Why: Keeps affiliates informed and engaged in real time.
How: Send an automated email or SMS when a lead is created.
Alert Internal Teams
Why: Allows sales or operations teams to respond quickly.
How: Add an Internal Notification action after the trigger.
Campaign-Specific Lead Handling
Why: Different campaigns may require different follow-up actions.
How: Use a campaign-based filter and route leads into separate workflows.
Common Issues and Fixes
Workflow Triggers Too Often
Cause: No filters applied.
Fix: Add campaign or source-based filters to narrow execution.
Messages Missing Personalization
Cause: Custom values not inserted correctly.
Fix: Use values from the Lead Created section when composing messages.
Workflow Does Not Trigger
Cause: Workflow is not published.
Fix: Ensure the workflow is saved and published.