Tips, Tricks & Best Practices

liamkelman
Contributor

Branch criteria and pathway

SOLVE

Hi there,

 

If I create 5 branches in the workflow, will the contact go down the first one that it meets that criteria even though it might meet two branches criteria.

I have been using the test function which looks to prove the above where the test contact keeps going down the first branch criteria that it comes across

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Branch criteria and pathway

SOLVE

Hi @liamkelman,

 

Correct, HubSpot reads these branches from left to right. The record will go down the first branch where it meets the branch criteria.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Branch criteria and pathway

SOLVE

Hi @liamkelman,

 

Correct, HubSpot reads these branches from left to right. The record will go down the first branch where it meets the branch criteria.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes