Automations

Conditions

Conditions decide which leads an automation runs for. They are optional, an automation with no conditions runs for every matching event.

Match all or any

Add one or more condition rows and choose whether the lead must match all of them (AND) or any of them (OR). Each row is a field, an operator, and a value.

Fields you can check

• Source, tags, owner, status, stage, stage category, pipeline
• Deal value and lead score
• Message channel (for message triggers)
• Hours since last activity
• Any of your custom fields

Operators

The available operators depend on the field: text fields offer is / is not / contains / is any of / is empty; number fields offer greater-than, at least, less-than, and so on; tags offer contains / does not contain.

Examples

• Only high-value deals: Deal value at least 5000.
• Only leads from paid sources: Source is any of google_ads, meta_ads.
• VIPs only: Tags contains vip.