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Conditions in Lead Automation

This article explores the conditions you can set in your automations.

When a condition is met, the next step in your automation will trigger. You can follow up a condition with an action (e.g., wait 3 days then send an email) or with more conditions (e.g., wait 3 days then check if the lead stage has changed).

The conditions you can set are ‘If/Else’, ‘Wait’ and ‘Wait Until Activity’.

Conditions in automation

 

If/Else

To learn how to set up the If/Else condition, see Automation Conditions – If/Else.

 

Wait

To learn how to use the Wait condition, see Automation Conditions – Wait.

 

Wait Until Activity

To learn how to use this condition, see Automation Conditions – Wait Until Activity.

 

Compare

To learn how to use the compare condition, see Automation Conditions – Compare.