Update
You can now use Opportunity Owners and Opportunity Followers as conditions in If/Else workflow branches. This lets you route contacts based on whether an opportunity has assigned owners or followers.
How it works
When an If/Else step evaluates an opportunity, it can check the Opportunity Owners and Opportunity Followers fields. The workflow routes contacts down the branch that matches the condition you set.
How to use it
- Add or edit an If/Else action in your workflow.
- Select Opportunity Owners or Opportunity Followers as the condition field.
- Configure your condition and save the workflow.
Why this was added
Teams often assign owners and followers to opportunities as part of sales and account management. Workflows can now branch based on those assignments, making it easier to automate routing, notifications, and follow-up actions.
Example
- Route opportunities to a follow-up sequence when an Opportunity Owner has been assigned.
Additional notes
- Available in If/Else workflow conditions.
- Supports both Opportunity Owners and Opportunity Followers fields.
- Conditions are evaluated using the owners and followers assigned to the opportunity when the workflow reaches the If/Else step.
- Existing workflows are unchanged unless you add these conditions.