Latest Software Updates

Branch Your Workflows Based on Who Owns or Follows an Opportunity

June 17, 20261 min read

Opportunity ownership and follower assignments are a core part of how sales and account management teams organise their work in ESC Hub. Workflows can now branch based on those assignments.

What's changed

Opportunity Owners and Opportunity Followers are now available as condition fields in If/Else workflow branches. When an If/Else step evaluates an opportunity, it can check whether a specific owner or follower is assigned and route the contact down the appropriate branch based on what it finds.

Conditions are evaluated using the owners and followers currently assigned to the opportunity at the time the workflow reaches the If/Else step.

To use it, add or edit an If/Else action in your workflow, select Opportunity Owners or Opportunity Followers as the condition field, configure the condition, and save.

Existing workflows are unaffected unless these new conditions are explicitly configured.

Why it matters

Until now, workflows could not branch based on opportunity ownership - which meant routing, notifications, and follow-up actions tied to who owns or follows a deal required workarounds. This update removes that limitation and makes it straightforward to build automations that respond to how your opportunities are actually assigned.

ESC Hub

ESC Hub

ESC Hub is an all-in-one software platform designed to help small business owners streamline their operations and scale with ease. It combines essential tools for managing funnels, websites, content, automation, and more, while offering a supportive ecosystem with coaching, masterclasses, and a thriving community. ESC Hub empowers entrepreneurs to build and grow their businesses without the tech overwhelm, giving them the tools, guidance, and resources to achieve their freedom lifestyle.

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