Workflow Conditions & Branching
Use if/else logic, filters, and splits to build intelligent automation paths.
Conditions create branches in your workflow — different things happen based on lead data or behaviour. They make your automation intelligent rather than linear.
Condition types
- Lead field condition — e.g. "If company size > 100"
- Engagement condition — e.g. "If email was opened"
- Reply condition — e.g. "If lead has replied"
- AI Score condition — e.g. "If AI Score > 70"
- Tag condition — e.g. "If lead has tag: enterprise"
- Time condition — e.g. "If today is Monday"
Adding a condition
In the workflow builder, click + Add Step → Condition.
Choose the condition type from the dropdown.
Set the operator (equals, contains, greater than, etc.) and value.
Two branches appear: True (condition met) and False (condition not met).
Add steps to each branch independently.
Stop on reply
"Stop on reply" is a special condition available on every Wait step. When enabled, if the lead replies at any point during the wait, the workflow stops for that lead automatically — preventing over-sending.
A/B split step
The A/B Split step randomly divides leads into two groups (50/50 by default or custom ratio). Each group receives a different branch. Use it to test different follow-up approaches.
Chain multiple conditions to create sophisticated routing logic — e.g. "Hot lead in SaaS industry with > 200 employees → assign to senior rep; else → nurture sequence."
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