If you use dynamic fields in your CRM workflows, it helps to know whether a value will show correctly, appear blank, or fail completely. This update makes that easier to understand at a glance, so you can fix mistakes faster and feel more confident when building automations for your business.

📌 Why This Matters

When you add dynamic values into workflow steps, notes, messages, or other actions, it is not always obvious whether that information is actually available in the workflow you are using. Before, anything unresolved could look like an error, even when the setup was intentional. Now the CRM gives you a clearer visual cue so you can tell the difference between a true mistake and a value that simply is not being supplied in that workflow.

This helps small business owners avoid confusion, reduce setup errors, and spend less time second-guessing automations.

✨ What’s New

• Blue chips: The value is available in the current workflow and can be filled in from a contact record, a system value, or an earlier step.
• Yellow chips: The value exists in the CRM, but this workflow does not currently provide it. That means it may show up blank unless another workflow or step passes that information in.
• Red chips: The value does not exist in the CRM at all, which usually means there is a typo or the wrong field was entered.
• Flexible spacing: Spaces inside the curly brackets no longer cause matching issues, so values can still work even if typed with different spacing.
• Visual guidance only: This update changes how values appear in the builder, but it does not change how your workflows run behind the scenes.

🛠️ How to Use It

1. Step 1: Open your workflow and look at any dynamic value chips used in messages, notes, or actions.
2. Step 2: If a chip is blue, you are good to go because the workflow has access to that value.
3. Step 3: If a chip is yellow, check whether that information is being passed in from another step or workflow. If not, the field may appear blank when the workflow runs.
4. Step 4: If a chip is red, review the field name carefully and correct any typo or invalid value.
5. Step 5: Save and publish as usual, since yellow chips are warnings and do not stop the workflow from being used.

💡 Pro Tip

Review yellow and red chips before turning on any customer-facing workflow so your messages include the right details and do not miss chances to convert leads into sales.