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The If node splits your workflow into two paths based on conditions. Leads that match the conditions follow the Yes branch; everyone else follows the No branch. Use it when failing leads shouldn’t stop - they should just go somewhere different. If and Filter build conditions the exact same way. The difference is what happens to a lead that doesn’t match: a filter stops it, while an If node sends it down the No path so you can still act on it.
Reach for If when you have two outcomes (“do this, otherwise do that”). Reach for Filter when you only want to keep matching leads and drop the rest. For more than two outcomes, use Switch.

Add the If node

If lives under the Internal group in the node menu.
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1

Open the node menu

Click the + below the node where you want the branch to happen (usually right after the trigger).
2

Select If

Under Internal, click If. The node is added to the canvas and its settings open on the right.

The Yes and No branches

Once added, the If node appears on the canvas with two paths below it: a green Yes branch and a red No branch. Each branch has its own + button so you can build a different sequence of nodes on each side.
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  • Yes - runs for leads that match your conditions.
  • No - runs for leads that don’t.
You can leave a branch empty if a lead simply ends there, or add actions to one or both sides.

Configure the conditions

Selecting the node opens its settings. The header confirms what it does: Route between Yes / No by conditions.

General

SettingDescription
NameThe label for this node on the canvas. Rename it to describe the decision (for example, Is a paid plan?) so the branch is easy to follow.

Conditions

The Conditions section defines what counts as a Yes. If a lead matches, it takes the Yes branch; if not, it takes the No branch. Click Add Condition Group to add your first condition. Each condition has three parts, read left to right:
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Field

The first dropdown lists the fields captured on your connected landing page - for example, email. Pick the field to check.

Operator

The second dropdown sets how the field is compared to your value - for example, is equal to, is not equal to, contains, does not contain, greater than, or less than.

Value

The third field is what you compare against. Type the value to check for.
The available fields come straight from the landing page connected to your trigger. If a field you expect is missing, check that the page is capturing it and is connected to the trigger.

Combine conditions with AND / OR

You can add more than one condition. Click Add Condition inside a group, and an AND / OR toggle appears between conditions.
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  • AND - a lead takes the Yes branch only if it matches every condition in the group.
  • OR - a lead takes the Yes branch if it matches at least one condition in the group.
For more complex logic, click Add Condition Group to add another group. An AND / OR toggle then appears between the groups too:
  1. Within a group - conditions combine with the group’s AND / OR toggle.
  2. Between groups - each group is evaluated as a whole, then groups combine with the AND / OR toggle between them.
Think of groups like parentheses in math: conditions inside a group are evaluated first, then the groups are combined. Reach for a new group whenever your logic mixes AND and OR.