ClickCease Understand the Lead Intelligence Conditions - Help Center - WhatConverts

Understand the Lead Intelligence Conditions

Who has access to this feature?

Available on: Pro and Elite Plans

Access level: All Users

Conditions are the "IF" part of Lead Intelligence rules. They define which leads trigger your rule by checking specific lead data points against values you set. Understanding available conditions helps you build precise automation rules that target exactly the leads you want to affect. 

How Conditions Work 

Each condition consists of three components: 

  • Dimension: The lead data point to check (e.g., Lead Type, Duration, Quotable status) 
  • Qualifier: The comparison operator that defines the relationship (e.g., is, contains, greater than) 
  • Value: The specific value you're comparing against (e.g., "Phone Call", 60, "Yes") 

Available Dimensions 

Lead Intelligence conditions can check any field available through the WhatConverts API, including: 

Standard Lead Fields: 

  • Lead Type, Lead Status, Quotable, Lead Score 
  • Quote Value, Sales Value 
  • Source, Medium, Campaign, Content, Keyword 
  • Lead Page, Landing Page 
  • Date Created, Last Updated 

Phone Call Fields: 

  • Duration (Seconds), Answer Status, Line Type 
  • Tracking Number, Destination Number, Caller Number 
  • Call Transcription, Voicemail Transcription 
  • Caller Name, Caller City, Caller State, Caller Zip, Caller Country 

Form and Chat Fields: 

  • Form Name, Message 
  • Category, Action, Label 

Transaction Fields: 

  • Order ID, Tax, Shipping 

Email Fields: 

  • Sender Name, Subject, Message 

Device and Attribution Fields: 

  • Operating System, Browser, Device Type, Device Make 
  • IP Address, GCLID, MSCLKID, FBCLID, FBPID 

Custom Data: 

  • Mapped Fields (fields you've mapped from forms or integrations) 
  • Custom Fields (fields you've created for tracking additional data) 

Available Qualifiers 

Qualifiers determine how the dimension is compared to your value: 

  • is: Exact match 
  • is not: Does not match exactly 
  • contains: Includes the text or value 
  • does not contain: Does not include the text or value 
  • greater than: Numeric value is larger 
  • greater or equal to: Numeric value is larger or the same 
  • less than: Numeric value is smaller 
  • less or equal to: Numeric value is smaller or the same 
  • matches Regexp: Matches a regular expression pattern 
  • does not match Regexp: Does not match a regular expression pattern 
  • begins with: Starts with the specified text 
  • does not begin with: Does not start with the specified text 
  • ends with: Ends with the specified text 
  • does not end with: Does not end with the specified text 

Combine Multiple Conditions 

You can add multiple conditions to a single rule and connect them with: 

  • AND: All conditions must be met for the rule to trigger 
  • OR: Any condition can be met for the rule to trigger 

Example: To qualify only phone calls longer than 60 seconds from Google Ads: 

  • Condition 1: Lead Type is Phone Call AND 
  • Condition 2: Duration (Seconds) greater than 60 AND 
  • Condition 3: Source is google 

Common Condition Examples 

Qualify long calls: 

  • Dimension: Duration (Seconds) 
  • Qualifier: greater than 
  • Value: 60 

Filter specific lead types: 

  • Dimension: Lead Type 
  • Qualifier: is 
  • Value: Phone Call 

Target qualified leads: 

  • Dimension: Quotable 
  • Qualifier: is 
  • Value: Yes 

Detect specific keywords: 

  • Dimension: Call Transcription 
  • Qualifier: contains 
  • Value: appointment 

Check custom service selection: 

  • Dimension: [Custom Field Name] 
  • Qualifier: is 
  • Value: HVAC Repair 

Related Topics 

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