How to Add Conditions

Before you start

• Have a working workflow to add conditions to
• Have custom fields set up if you want to branch on them

Step-by-step

1. 1

   Understand conditions

   A condition checks something about the contact or the event, then sends the workflow down different paths. It is the if-else of automation. Without conditions, every lead gets the exact same sequence.

2. 2

   Add an if-else branch

   In your workflow, click the plus and add an If-Else action. Define the condition, for example: if contact source equals Meta Ads. The workflow now splits into a Yes path and a No path.

3. 3

   Branch on contact fields

   You can branch on any contact field or custom field. For example, send different messages to leads in different industries, or route high-value leads to a senior sales person. Add different actions down each branch.

   Use custom fields to capture the data you want to branch on, like industry or budget range.

4. 4

   Branch on behaviour

   You can also branch on what a lead did. For example, if they booked a call, skip the follow-up. If they opened an email but did not click, send a different nudge. Behaviour-based branches make automation feel personal.

Troubleshooting

Best practices

• Keep branches to two or three paths to stay manageable
• Always have a default path for leads that do not match any condition
• Test each branch with a contact that fits it

Next steps

• Read Adding Wait Steps to time branches
• Read Testing a Workflow to test branches safely
• Read Advanced Workflow Automation for complex logic

Related tutorials

Frequently asked questions