GoHighLevel Affiliate Lead Workflow

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How to Add Leads Under an Affiliate in GoHighLevel

If you manage agency operations across tools like ClickUp and GoHighLevel, you may want to automate how new contacts are assigned to affiliates. This guide explains step-by-step how to use the dedicated workflow action to place leads under a specific affiliate, so you can accurately track referrals and commissions without manual work.

The workflow action described here is available within the affiliate section of your account and is designed to pair your existing automations with streamlined affiliate tracking.

Understanding the GoHighLevel Affiliate Lead Action

Within GoHighLevel, there is a workflow action called Add Leads Under an Affiliate. This action lets you automatically connect a contact to one of your affiliates based on the logic inside a workflow.

When this action runs, the system links the contact to your selected affiliate user, so their leads and activity can be measured properly in your affiliate reporting.

Where the GoHighLevel Workflow Action Is Located

You will find the Add Leads Under an Affiliate option directly inside the workflow builder:

  • Open your automation workflow.
  • Add a new action step.
  • Select the category related to affiliates or search for “Add Leads Under an Affiliate”.

Placing this action at the right point in your automation ensures that every new qualified contact is attached to the correct affiliate user profile.

Prerequisites for Using the Affiliate Feature in GoHighLevel

Before you can use this affiliate workflow action effectively, verify the following prerequisites in GoHighLevel:

  • You have access to the affiliate feature in your account.
  • Your affiliates are already set up as users.
  • You know which user should receive new leads from the workflow.

Once these conditions are met, you can safely add and configure the action in any relevant workflow.

Step-by-Step: Add Leads Under an Affiliate in GoHighLevel

Follow the steps below to configure the workflow action so leads are automatically assigned under a specific affiliate.

Step 1: Open the Affiliate Workflow in GoHighLevel

  1. Log in to your account.
  2. Navigate to Automation or Workflows.
  3. Open the workflow where you want to assign leads to an affiliate.

If you do not have a workflow yet, create a new one and add your normal triggers (for example, form submission, pipeline stage change, or tag added).

Step 2: Add the “Add Leads Under an Affiliate” Action

  1. Inside the workflow builder, click + Add Action.
  2. Search for Add Leads Under an Affiliate.
  3. Select the action to insert it into your workflow sequence.

Place this action directly after the point where the lead is considered qualified for affiliate tracking, such as after an opt-in or initial application form.

Step 3: Choose the Target Affiliate User in GoHighLevel

After adding the action, you will see a configuration panel with a field labeled User. This is where you specify which affiliate should receive the new lead.

  1. Click on the User dropdown field.
  2. From the list, choose the affiliate’s user account that should own the leads created by this workflow.
  3. Save your changes to confirm the selection.

The user you select is treated as the affiliate for any contact that passes through this action. From that point forward, the contact is registered as a lead under that affiliate.

Step 4: Save and Test the GoHighLevel Workflow

  1. Click Save in the workflow builder.
  2. Turn the workflow Active (if it is not already).
  3. Run a test by triggering the workflow with a test contact.

After the test contact finishes the workflow, go to your affiliate reporting or contact record to confirm that the test lead has been placed under the correct affiliate. This ensures everything is configured properly before you send real traffic through the automation.

Best Practices for Managing Affiliate Leads in GoHighLevel

To keep your tracking and reporting clean, follow these recommendations when using the affiliate lead action.

Use Separate Workflows for Each Affiliate When Needed

If you manage multiple affiliates and each has its own funnel, it may be easier to create one workflow per affiliate. In each workflow, configure the Add Leads Under an Affiliate action with the corresponding user. This avoids confusion and makes troubleshooting straightforward.

Combine GoHighLevel Conditions and Filters

Use conditions, filters, or if/else branches to determine when a contact should be associated with an affiliate. For example, you can:

  • Check which form or funnel the contact used.
  • Look for source tags, UTM parameters, or custom fields.
  • Route the contact down different branches and place the affiliate action only in the branch that matches the right user.

This approach ensures that only qualified or correctly sourced leads are linked to a specific affiliate.

Keep Affiliate User Accounts Organized

Because the workflow action uses the User field, maintain a clear naming convention for affiliate user accounts. This reduces the chance of assigning leads to the wrong affiliate when you configure the dropdown selection.

Troubleshooting the Affiliate Lead Action in GoHighLevel

If leads are not appearing under the expected affiliate, review the following:

  • Confirm the workflow is active and published.
  • Verify the User selected in the action is the correct affiliate.
  • Check that the contact actually reached the step containing the affiliate action.
  • Ensure there are no conflicting workflow branches that bypass the affiliate step.

After adjusting the configuration, re-run a test contact through the automation and confirm the desired outcome.

Additional Resources for GoHighLevel Affiliate Setup

For the original reference documentation on this feature, you can review the official help article at this GoHighLevel support page. It provides a concise overview of the workflow action and its basic behavior.

If you need broader implementation help, strategy, or done-for-you configuration that aligns with your agency processes, you can consult with experts at Consultevo.

By correctly setting up the Add Leads Under an Affiliate workflow action, you can ensure every new contact is linked to the right affiliate, maintain accurate reporting, and streamline your entire referral system inside GoHighLevel.

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