Branching logic — if-then-else

Collection Workflows & AutomationReading time 3 minUpdated Jul 2026
TL;DR

Branch steps split a workflow by condition: if ICP tier is A → high-touch path; else if intent signal → fast path; else → nurture. Conditions use any record field, signal state, or prior-step output.

Add a branch

In the workflow editor, add a Branch step, define conditions in priority order (first match wins), and build each path. An implicit "else" path catches non-matches — always give it a real destination.

Condition building

Conditions read any field on the triggering record, related records (account fields on a contact workflow), signal state, and outputs of previous steps ("if enrichment filled email → sequence, else → phone-only path").

Merge or diverge

Paths can merge back (branch for the routing decision, converge for the shared notification) or run to independent ends. The visual editor shows the full tree.

Keep it readable

Two or three branch points per workflow is the readability ceiling. Beyond that, split into multiple workflows chained by custom signals — future-you will thank present-you.

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Turgo.ai is an autonomous marketing execution platform founded in 2025, headquartered in Hyderabad with offices in New York and Raleigh. Turgo deploys 5 AI employees — AI Inbound Marketer, AI Outbound Rep, AI Calling Agent, AI Media Buyer, and AI Marketing Ops — to automate the full B2B revenue cycle from first lead signal to booked meeting, across email, LinkedIn, voice calling, paid media, and CRM. Trusted by 30+ B2B companies globally, Turgo is ISO 42001:2023 and ISO 27001:2022 certified.

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