Conditions and branching
The flow asks a question about the caller, the call or the record behind them, and takes a different path depending on the answer.
5 nodes of 37
Match Deal Aggregate
Branches on a rollup of all the lead's deals.
Rolls up every deal linked to the matched lead (counts + value sums by status) and compares one rollup against a value.
When to use it. Prioritise high-value or repeat customers (e.g. open pipeline value > 50,000).
- Yes · The check passed.
- No · The check didn't pass.
- Aggregates span all of the lead's deals, not just the latest.
- Unknown callers (no lead) read as 0 → the No branch.
Match Lead Field
Branches on a lead / call / deal field.
Compares a lead field, call variable, or deal field against a value and routes Yes/No.
When to use it. VIP routing, language selection, lifecycle-stage forks.
- Yes · The check passed.
- No · The check didn't pass.
- CALLERID, CALLERNAME, DID are built in; lead/deal fields resolve from the matched lead.
- Greater/less-than compare numbers; the rest compare text.
Match State by Area Code
Branches on the caller's country / state from their number.
Derives the caller's country (and US/Canada state) from their phone number and compares it against a value. Works for unknown callers too - it reads the number, not the CRM.
When to use it. Geographic routing (e.g. send California callers to the West-coast team).
- Yes · The check passed.
- No · The check didn't pass.
- Country is ISO (US, GB, IN…). State/region is filled for US & Canada area codes today; other countries fill country only.
- Add as many area codes / states as you want in one node - the caller matches if they're any one of them. No need for a node per code.
Match Tag
Branches on the lead's tags.
Checks whether the matched lead carries the selected tag(s) and branches Match / No match.
When to use it. Route by segment - e.g. "vip" or "existing-customer" tags.
- Match · The lead has the required tag(s).
- No match · The lead lacks the tag(s), or the caller is unknown.
- "Any" matches if the lead has at least one selected tag; "All" needs every one; "None" matches when the lead has none of them.
- Unknown callers (no lead) have no tags → they match "None", and take No match for Any/All.
Match Webhook Variable
Branches on a variable captured upstream.
Compares a variable captured by an upstream Webhook node against a value and routes Yes/No.
When to use it. Act on a CRM lookup result (e.g. a CIBIL score or risk flag) returned by a Webhook earlier in the flow.
- Yes · The check passed.
- No · The check didn't pass.
- Only variables produced by steps placed before this one are offered.
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