The Treatment Nurture Assignment Workflow allows you to automatically route new leads into specific lead nurture sequences based on their selected Treatment of Interest. This is
This workflow acts as a router — assigning each lead to the appropriate treatment-specific nurture based on what they’re interested in. It’s triggered from a lead capture form and sends them directly to the most relevant workflow without manual intervention.
Go to Workflows > Assignments folder.
Open Treatment Nurture Assignment workflow.
The core logic uses an If/Else condition to evaluate the Treatment of Interest field.
Each branch corresponds to a different treatment type.
To add a new branch:
Duplicate an existing branch.
Rename it.
Set the condition for the new treatment.
⚠ Note: If/Else branches are limited to 10 per block. If you have more than 10 treatments:
Copy the existing logic block.
Paste it below the last If/Else block.
Continue building additional branches.
Each branch ends in an “Add to Workflow” action.
Select the appropriate Treatment-Specific Nurture Workflow.
Be sure each treatment has a corresponding workflow already built.
The last branch should direct all unqualified or empty treatment leads to a Default Lead Nurture Workflow.
This ensures no lead is left behind even if no treatment is selected.
Once the workflow is configured, you’ll want to trigger it from your lead capture forms.
Go to the lead capture form (e.g., consultation form).
Scroll to the “Add to Workflow” setting.
Select Treatment Nurture Assignment Workflow (instead of assigning a single nurture).
✅ Repeat this for both lead and patient forms, if applicable.
You can reuse this workflow with any source of lead capture, as long as the Treatment of Interest is being collected. This includes:
Website forms
Chatbots
Landing pages
3rd-party integrations
Use standardized Treatment of Interest values across all forms and sources.
Keep nurture workflows short, timely, and focused on the selected treatment.
Review open/click rates to improve nurture performance over time.
