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LeadDyno Zapier integrationAutomate LeadDyno with Zapier.

The LeadDyno Zapier integration offers 3 triggers, 4 actions and 2 searches. New affiliates, leads and purchases can flow out of LeadDyno, and the sales your shop records can flow back in, so your referral program stays in step with the rest of your tools.

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Overview

What the LeadDyno Zapier integration is for

LeadDyno runs affiliate and referral programs: it tracks who your partners are, which leads they send and which purchases follow. With Zapier, you build a Zap (an automation that waits for an event in one app, then runs steps in others) so that this data moves between LeadDyno and your other tools on its own.

Three results show up again and again. A sales log your finance team trusts: New Purchase copies each referred sale into a spreadsheet, ready for commission checks. Partners onboarded from one form: a sign-up form feeds Create Affiliate, and the new partner exists in LeadDyno without anyone typing. Sales credited even when they happen elsewhere: Find Lead followed by Create Purchase records an order from another checkout against the right customer, so the right affiliate gets credit.

Know the limits before you build. All three triggers are polling triggers: Zapier checks LeadDyno on a timer, so on the free plan a new purchase can wait up to 15 minutes before your Zap sees it. There is no action to delete anything, and no way to update a lead or a purchase once it exists; only affiliates can be edited, through Update Affiliate. If those gaps matter, the n8n vs Zapier and Make vs Zapier comparisons help you check whether another tool suits the job better.

Vocabulary

Zapier words in one minute

Eight terms come back across this page. Here they are in plain words.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier simply waits for that event.
Action
What the Zap does once it has started: the step that writes, sends or moves something on your behalf.
Task
The unit Zapier bills. One task is one action your Zap completed successfully, and your plan counts those.
Polling vs instant
A polling trigger is checked by Zapier on a timer set by your plan. An instant one is reported by the app the moment it happens.
Filter
A step that lets the Zap continue only when what arrived meets your condition, and stops it quietly otherwise.
Search step
A step that looks up something already in an app, so the steps after it can use what it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it then needs a paid plan.
Cost

What a LeadDyno Zap really costs

Zapier bills tasks, and only a successful action produces one. LeadDyno is not a premium app, so it works from the free plan.

  • Trigger and checks0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps only
  • LeadDyno premium?No, available on the free plan

The trigger never costs a task, and neither do Zapier's regular checks of LeadDyno for new affiliates, leads or purchases. Each successful action counts on its own; a failed one is not billed. The free plan gives you 100 tasks a month and Zaps of two steps only. That covers New Purchase to a spreadsheet, but not the Find Lead plus Create Purchase pattern: a search, a filter or a second action makes the Zap multi-step, which needs a paid plan. Since every LeadDyno trigger polls, the plan you pick also sets how fast a Zap reacts.

Connect

Connect LeadDyno to Zapier in 3 steps

  1. 01

    Open your connections

    In Zapier, go to the Apps page of your account and click + Add connection. A connection is your LeadDyno account linked once, then reused by every Zap that touches it. You need a LeadDyno account first.

  2. 02

    Pick LeadDyno

    Type LeadDyno in the dialog's search box, select it, then click Add connection. A new browser tab opens on the LeadDyno side, which is where you actually sign in.

  3. 03

    Sign in and grant access

    Log in to LeadDyno in that tab and allow Zapier to reach the account. If the Zap will touch affiliates or leads that someone else manages, make sure your account has read or write access to them.

First Zap

Your first LeadDyno Zap

GoalAdd each new affiliate to your email tool, but only those that meet the condition you set.

  1. 01

    Pick the trigger

    Create a Zap, choose LeadDyno as the app and New Affiliate as the event, then select your LeadDyno connection. Zapier will check for new partners on your plan's interval.

  2. 02

    Test on real partners

    Run the trigger test. Zapier brings back the three most recent affiliates of your account, so you can set up the next steps on a real partner instead of placeholder data.

  3. 03

    Add the filter

    Click the plus icon, pick Filter, then fill the three boxes: the field to look at, the rule, and the value to compare with. Pick a text rule for text and a number rule for numbers.

  4. 04

    Add the email step

    Add your email tool as the action and map the affiliate's email and name into its contact fields. The filter makes this a multi-step Zap, so it needs a paid plan.

  5. 05

    Test and publish

    Test each step and read what came back, then publish to switch the Zap on. Only affiliates created after that moment go through; existing partners are not picked up.

Triggers

LeadDyno triggers on Zapier

3 events start a Zap when something happens in LeadDyno. Zapier checks for them at the interval your plan allows.

1

New Affiliate

Polling trigger

In Zapier“Triggers when a new affiliate is created.”

Starts your Zap each time a partner joins your LeadDyno program, whether they signed up themselves or were added by you or another Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
sending each new affiliate a welcome pack from your email tool, or adding them to the partner list your team reviews.
Watch out
a Zap that starts here and ends with Create Affiliate writes into the very list it watches and can loop.
2

New Lead

Polling trigger

In Zapier“Triggers when a new lead is created.”

Fires when LeadDyno records a new lead, the person an affiliate sent your way. It is the earliest moment you know a referral worked, well before any sale.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
passing referred prospects into your CRM or newsletter tool so sales can follow up while the interest is fresh.
Watch out
pairing it with Create Lead in the same Zap feeds LeadDyno new leads, which start the Zap again.
3

New Purchase

Polling trigger

In Zapier“Triggers when a new purchase is created.”

Runs when a purchase is created in LeadDyno, which is the event that turns into commission. Most programs build their reporting on this one.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
copying every referred sale into a spreadsheet that feeds your monthly payout review.
Watch out
by default it only returns purchases referred by affiliates; switch Fetch Only Purchases Referred by Affiliates off to get every purchase.
Actions

LeadDyno actions on Zapier

LeadDyno gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Affiliate

Action

In Zapier“Creates a new affiliate.”

Adds a new partner to your LeadDyno program straight from another tool, so onboarding no longer means copying details by hand.

When to use it
someone fills your partner application form and should exist in LeadDyno right after.
Watch out
Email is required; the Unsubscribed option keeps the new affiliate off your newsletters.
2

Create Lead

Action

In Zapier“Creates a new lead.”

Registers a lead in LeadDyno when the person shows up somewhere LeadDyno does not see, like a webinar list or a booking tool.

When to use it
making sure a prospect who signed up outside your site still counts in the program.
Watch out
Email is the only required field, so it must always arrive filled.
3

Create Purchase

Action

In Zapier“Creates a new purchase”

Records a sale in LeadDyno against a customer, which is what lets the referring affiliate get credit for orders taken outside LeadDyno's own tracking.

When to use it
your checkout or invoicing tool logs a paid order and the program must reflect it.
Watch out
Lead (Customer) Email is required and must match the buyer.
4

Update Affiliate

Action

In Zapier“Updates an existing affiliate.”

Changes the details of a partner already in LeadDyno, the only edit this integration allows on existing records.

When to use it
a partner unsubscribes from your mailing in another tool and LeadDyno should know, through the Unsubscribed option.
Watch out
the step needs the affiliate's ID or Email to find who to change.
Searches

LeadDyno searches on Zapier

2 search steps look for data that already exists in LeadDyno, so a later step can use it.

A search step finds an affiliate or a lead that already exists, so later steps can use it. Both LeadDyno searches also come as a find-or-create version, which creates the record when nothing turns up. Three settings decide what happens when the search does not find exactly one match.

1

Find Affiliate

SearchFind or create

In Zapier“Finds an affiliate.”

Looks up a partner by their ID or email, so a later step can update them or tie a sale to them. In the editor it also appears as Find or Create Affiliate: same search, with the create box ticked.

When to use it
before Update Affiliate, when the trigger only gives you an email.
Watch out
ID or Email is required.
2

Find Lead

SearchFind or create

In Zapier“Finds a lead by email.”

Finds a lead from their email or ID, which is how a Zap connects an outside order to the right referred customer. Find or Create Lead is this same search, set to create the lead when none exists.

When to use it
just before Create Purchase, to avoid duplicate customers.
Watch out
ID or Email is required.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that depend on it. Switched on, the Zap carries on without a result.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create. The setting above disappears and the step asks for the fields needed to create the missing record.
  3. If multiple search results are found?
    Three ways out: keep the first match, which is the default, stop the Zap, or hand every match on to the next steps.
When it breaks

When a LeadDyno Zap breaks

Zapier links no help article to LeadDyno and documents no limit specific to it. What breaks here is what breaks on any Zap, with one loop this app makes easy.

Read these four cases before you publish. If a Zap already acts up, the Zapier troubleshooting guide runs through the checks in order.

  • Past records are never replayed

    A Zap only reacts to what happens after it is switched on. Affiliates, leads and purchases already in LeadDyno stay out; moving that backlog is a separate job.

  • The lead loop

    Starting on New Lead and ending with Create Lead adds a lead LeadDyno will report as new, which starts the Zap again and burns tasks until you stop it.

  • A bulk import gets held back

    Import a big batch of affiliates or purchases and the next check returns a huge pile. Zapier's flood protection can hold those runs back instead of firing them all.

  • No double runs on the same item

    Zapier remembers what it has already seen on a polling trigger, so the same purchase never starts the Zap twice.
Need help

Need help automating LeadDyno with Zapier?

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FAQ

LeadDyno Zapier integration: common questions

01Is the LeadDyno Zapier integration free?
Yes, LeadDyno works on Zapier's free plan because it is not a premium app. The free plan gives you 100 tasks a month and Zaps of two steps: one trigger and one action. Sending each new purchase to a spreadsheet fits. Anything with a search, a filter or a second action, like Find Lead followed by Create Purchase, becomes a multi-step Zap and needs a paid plan. Plan details change, so confirm the current terms in your Zapier account before you rely on them.
02How many tasks does a LeadDyno Zap use?
One task per action that succeeds, and nothing else. The trigger is free, and so are Zapier's regular checks of LeadDyno for new records. A Zap copying each purchase into a spreadsheet costs one task per purchase. A search step followed by Create Purchase is billed per successful step that does the work, so count the steps in your Zap and multiply by your monthly volume of orders. Failed actions are not counted, and a loop between New Lead and Create Lead can empty a monthly allowance quickly.
03Do LeadDyno triggers fire in real time?
No. All three LeadDyno triggers, New Affiliate, New Lead and New Purchase, are polling triggers: Zapier asks LeadDyno for new records at a fixed interval set by your plan. That means every 15 minutes on the free plan, every 2 minutes on Professional, and every minute on Team and Enterprise. On paid plans, the interval can be changed and a check can be run by hand from the editor. If speed matters for a payout or welcome sequence, the plan is the lever.
04What does it take to connect LeadDyno to Zapier?
A LeadDyno account and a Zapier account. Open the Apps page in Zapier, click + Add connection, search for LeadDyno, then click Add connection and sign in on the LeadDyno tab that opens. Grant access and the connection is saved for every future Zap. If the Zap will act on affiliates or leads managed by someone else, check that your account has read or write access to them. Also have customer emails in your source data, since every LeadDyno action relies on one.
05Why does New Purchase miss some sales?
Because by default it only returns purchases referred by affiliates. The trigger has a setting, Fetch Only Purchases Referred by Affiliates, which is set to true out of the box. Set it to false and the trigger returns every purchase, referred or not. This catches many people who build a sales log and wonder why direct orders never show up. Decide what the Zap is for first: commission reporting usually wants referred sales only, while a full revenue sheet needs the setting off.
06What if the LeadDyno operation you want is missing?
Then Zapier cannot do it today. The integration has 3 triggers, 4 actions and 2 searches, with no delete action and no way to update a lead or a purchase; only affiliates can be edited. The usual workaround is to keep the missing logic in another tool and use LeadDyno only for what it supports: creating affiliates, leads and purchases, updating affiliates, and finding records. If your workflow depends on one of the missing moves, compare other automation platforms before you build.
07Zapier, Make or n8n for LeadDyno?
Compare on criteria rather than on a verdict. Zapier gives you a ready LeadDyno integration with 3 triggers, 4 actions and 2 searches in a beginner-friendly editor, but every trigger polls, so speed depends on your plan. Make and n8n are the usual alternatives; check first whether each one offers LeadDyno operations, and which. The deciding points are the operations available, how each tool bills a run with searches, how fast you need new purchases to appear, and who will maintain the workflows over time.
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