The Check Field condition lets you control how a contact moves through your automation based on a field value.
When would you use this?
For example, you may be sending a series of emails to nurture leads into customers. Once someone becomes a customer, you likely don’t want them to continue receiving those lead-focused messages.
How it works
To achieve this, you can use a custom field such as Status, where contacts are labeled as Lead or Customer.
Then, add a Check Field condition to your workflow and set:
Field: Status
Condition: Equal to
Value: Customer
What happens next
With this setup, the automation will check if the contact’s status is Customer and route them accordingly.
You can then define different actions based on the result, such as stopping the sequence or sending a different message.