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You can add branching logic to Zaps by using filters in multiple Zaps. This allows your Zaps to take different paths of action based on the data received from your app.
This article uses lead distribution as an example, but this process can be applied to any situation where you want to take different actions depending on incoming data from your app.
1. Create the first Zap and filter
- In your Zapier account, hover over the left sidebar menu and click Make a Zap.
- Set up your Zap trigger.
- Click the plus + icon to add an action step.
- Select Filter.
- Click Continue.
Set the filter rule so that the Zap only continues when the correct value is present. This will prevent the Zap from continuing when the specific field has different values.
For example, you can set the filter rule for the Zap to only continue if the field Source contains the text website.
You can then set up an action that is customized to the specific value, such as sending the incoming lead to a specific salesperson.
2. Create the second Zap and filter
- In your Zapier account, hover over the left sidebar menu and click Make a Zap.
- Set up the same trigger as in the first Zap.
- Click the plus + icon to add an action step.
- Select Filter.
- Click Continue.
Similar to the first Zap, set the filter rule so that the Zap only continues when the correct value is present.
For example, you can set the filter rule for the Zap to only continue if the field Source contains the text phone.
You can then set up the same action as in the first Zap, this time customized to the second value. For example, the incoming lead can be sent to a different salesperson.
To create more than two branches, you can repeat this process by creating more Zaps and filters for each possible field value.