Automation & Workflows

Conditional Logic & Sequences

Build intelligent multi-step sequences with conditional logic that adapts based on prospect attributes and behavior.

If/then branching
Attribute-based paths
Behavior-responsive
A/B path testing
Complex workflow support

Automation That Thinks

Simple sequences blast the same message to everyone. Intelligent sequences adapt based on who the prospect is and how they engage. Conditional logic makes your automation smart.

Branch Based on Any Criteria

Route prospects through different paths based on job title, company size, industry, engagement level, or any custom attribute. Each path delivers relevant, personalized experiences.

Key Capabilities

Branching Options

  • If/then/else logic
  • Multiple condition groups
  • AND/OR operators
  • Nested conditions
  • Default fallback paths

Condition Types

  • Contact attributes
  • Company data
  • Engagement history
  • Score ranges
  • Custom fields
  • Time-based rules

Sequence Features

  • Multi-step workflows
  • Parallel sequences
  • Exit conditions
  • Re-enrollment rules
  • A/B path testing

Examples in Action

By Title: C-level gets executive messaging, managers get ROI focus, practitioners get feature details.

By Engagement: High engagers get meeting push, low engagers get nurture content.

By Industry: Healthcare gets compliance messaging, tech gets integration focus.

Test and Optimize

Split traffic between paths to test which approach performs best. Data-driven optimization for every decision point in your sequences.

See Conditional Logic & Sequences in action

Get a personalized demo and see how this feature can help your team.

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