Route · Flow · Runs the first match
Sends each record down the first branch whose condition matches, so different records take different paths.
When to use it
Use it to treat records differently based on their data — send large companies to your CRM and small ones to a nurture sequence, or split accounts into tiers.
What it does
Route checks each branch's condition in order and sends the record down the first one that matches. Each branch leads to its own steps. A record that matches no branch drops out of the workflow.
Configure it
Branches — add a branch for each path. Give each a label and a condition. See Build conditions.
Order matters — the first matching branch wins, so put your most specific conditions first.
Leave the last branch without a condition to catch everything else.
Cost
No credit cost. See Credits in workflows.
Gotchas
A record that matches no branch is dropped. Add a catch-all branch if you don't want that.
Route sends each record down one path (the first match). To send a record down every matching path, use Branch.