Account Affiliate Manager: New Workflow Action

Assign leads to affiliates automatically with three flexible methods:

Manual: Assign a lead to a specific affiliate in a selected campaign.
Auto (Attribution-based): Automatically assign based on affiliate tracking (am_id) in the URL — supports first or last click attribution.
Custom Mapping: Map an am_id or affiliate identifier from a custom field or workflow value.

Reward Lead Generation : A lead fills a form → system assigns them to the affiliate who shared the link > sends a “Congrats!” email.
Custom Lead Nurturing : Leads from a funnel are assigned to specific affiliates for 1-on-1 follow-up — boosting conversion rates.
Simplify Administrative Tasks : Replace manual lead assignments with automation — perfect for busy teams managing many affiliates.

Streamline and automate lead assignment to affiliates with our powerful new workflow action — Add Leads Under an Affiliate. Whether you’re assigning manually, attributing via tracking links, or using custom fields — we’ve got you covered.