In this article, we will cover how to set up webhooks for your affiliate links so that you can run automation off sales when someone signs up using your affiliate link.



Covered in this Article:

How To Trigger Actions In HighLevel When A New Lead Or Sale Is Generated

Optional: 

Add a tag to your leads in Zapier! 

Add your leads to a Workflow in Zapier!




How To Trigger Actions In HighLevel When A New Lead Or Sale Is Generated


The Webhooks that we have on FirstPromoter are as followed:

  • Lead Subscribed - Step one of the two-step sign-up form (if you want to nurture leads that have not signed up for a trial)
  • Lead Signup -  Step two of the two-step Sign up form (Nurture leads that started a trial0
  • Lead Converted to Customer (they made their first payment)
  • Reward Generated (Anytime they make a qualifying payment)
  • Lead Canceled (lead or customer has no more active subscriptions on their account)




1. Create a new Zap in Zapier and name it "New Affiliate Lead". 


This will be the Zap that fires each time someone clicks your affiliate link and opens a HighLevel trial.



2. For the first step, choose "Webhooks by Zapier" with the Trigger Event set to "Catch Hook"




3. Click Continue then copy the webhook URL Zapier gives you





4. Open a new live chat with Highlevel Support and copy and paste the steps or scripts below.

I would like webhooks activated for my affiliate link.
My New Lead webhook is: [paste the webhook from step 3]
My New Customer webhook is: [you'll get this in step X]




5. Click Continue on your Zap until you see the Test Trigger button




6. Create a second Zap, repeating steps 1 - 5 but name the second Zap "New Affiliate Customer".



7. Add the second webhook into your email after "My New Customer webhook is:", send the email and wait for a reply from the HighLevel Support Team confirming that your webhooks have been set.



8. Wait until you generate a new lead and a new customer, then return to these Zaps and hit the Test Trigger buttons, which will pull in the sample data from your new lead/customer, enabling you to complete the setup of your zaps. There is no way to test/complete these zaps until you actually generate at least one lead/customer after having generated the webhooks.




9. Scroll to Step 2 of your Zap, click the Action step, search & select HighLevel, then choose the event you'd like to happen in HighLevel whenever you generate a new affiliate lead such as "Add To Campaign, Add To Workflow, Add/Update Contact, etc.)




10. Click Continue and select the HighLevel sub-account you want the action to take place in




11. Click Continue and set up the detail fields within your zap using the information that was pulled from your webhook.





12. Click Continue, test the zaps, then activate the zaps. Once the zaps are active, your webhooks will be live and your next affiliate leads/customers will process through your zaps!


Optional: 

Add a tag to your leads in Zapier! 


This is ideal if you wanted to trigger a workflow create add to a smartlist or track via tags



Add your leads to a Workflow in Zapier!

This is a quick way to get leads into a workflow without having to use a tag.



After you choose "Add Lead to Campaign"


Choose the HighLevel account and then under the campaign dropdown, you can choose the workflows that you want these leads to be added to when your affiliate zap fires!





Got your webhook URLs ready? Click here to learn how you can open a live chat with support so we can place them on your account!

Please provide the following to Live Chat:

1. )Your Affilaite Link:

2.) The Affiliate Webhook event(s) you would like to set up :

  • Lead Subscribed - Step one of the two-step sign-up form (if you want to nurture leads that have not signed up for a trial)
  • Lead Signup -  Step two of the two-step Sign up form (Nurture leads that started a trial0
  • Lead Converted to Customer (they made their first payment)
  • Reward Generated (Anytime they make a qualifying payment)
  • Lead Canceled (lead or customer has no more active subscriptions on their account)

3.) Give us the webhook URL for each Event you would to set up. (Please specify what event goes to what URL)




Note: For the Pro 497 Plan. Webhooks can only be made for

  • Lead Converted to Customer (they made their first payment)
  • Reward Generated (Anytime they make a qualifying payment)
  • Lead Canceled (lead or customer has no more active subscriptions on their account)


For Lead sign-up and Lead Subscribed  you only need to create one webhook to catch all HighLevel Plans