Add an if / else check

Steps

1. Add a step and choose Check a condition (if / else).
2. Under If the lead… pick what to check: replied, phone or email, stage or board column, tag, source, owner, value at least, hot lead, Key date, or a confirmed payment.
3. The check splits into If yes and If no. Add steps into each path with its +.
4. When a path runs out, the lead carries on with the steps after the check.

Good to know

More in this section

• Choose when an automation starts
• What each automation step can do
• Time each step: waits, events and send hours
• Build on the automation canvas
• Test an automation before leads get it
• Write an automation message with AI
• All guides →