Make Smarter Decisions with Dynamic Field Comparisons in Your CRM

Managing your customer relationships and workflows effectively means making decisions based on up-to-date information. Now, you can use a variety of dynamic field types within conditional actions to help your small business automate important decisions easily, without manual entry.

📌 Why This Matters

When your CRM can use live, changing data—like appointment dates, monetary amounts, or status selections—to trigger actions, it makes your processes more accurate and less time-consuming. This means no more hard-coding numbers or text, which reduces errors and saves you from adding extra steps or fields just to compare values.

✨ What’s New

• Numeric Fields: Use counts, scores, or any number-based values for your conditions.
• Date Fields: Compare important dates like appointments, renewals, or deadlines within your workflows.
• Select/Dropdown Fields: Use option IDs from dropdown menus to make precise decisions (advanced usage).
• Monetary Fields: Work with invoice totals or proposal amounts to prioritize or customize workflow paths.

This feature lets you compare or set conditions using live variables from earlier steps or stored information, making your automation smarter and more flexible.

🛠️ How to Use It

1. Step 1: Add an If/Else action in your workflow or automation.
2. Step 2: In the condition setup, switch the input on the right side to Dynamic Value. Then select the value from an earlier step or existing data.
3. Step 3: Choose the operator that matches your data type (for example, greater than for numbers or before/after for dates).
4. Step 4: Save and publish your workflow to start using the dynamic conditions.

Note: When using Select/Dropdown fields, you’ll need to use option IDs instead of the displayed names. These IDs can often be found via exports or data reference guides.

📌 Real World Example

• Imagine you receive proposals through a form. Your workflow can pull the proposal amount, and if it’s $25,000 or more, automatically assign it to a senior team member and mark it as a priority. Proposals below that amount continue through the usual steps.

💡 Pro Tip

Using live, dynamic data in your workflows allows you to focus attention where it counts most, helping you respond faster to high-value opportunities and ultimately grow your revenue.