February 15, 2023

Exclusive gateways in Advanced Pack for EspoCRM

Exclusive gateways are a key feature in EspoCRM’s Advanced Pack that allow you to create complex business process flows. An exclusive gateway, also known as an XOR gateway, is a conditional element that routes a process flow in one direction based on certain conditions.

When a process flow reaches an exclusive gateway, it evaluates the conditions associated with each outgoing sequence flow to determine which flow to follow. Only one sequence flow can be selected and followed, based on the conditions that are met.

Here’s an example of how an exclusive gateway could be used in EspoCRM’s Advanced Pack:

Let’s say you have a sales process that involves a series of steps, such as prospecting, qualifying, proposing, and closing. At the proposing stage, you want to send email to the customer with information about product. If customer is new, you want to send a full product email, but if client already exists, you only want to send information about specific product which is new in your offer. You can create an exclusive gateway that evaluates the customer’s existence and routes the process flow in one of two directions based on that.

By using exclusive gateways in EspoCRM’s Advanced Pack, you can create more complex and dynamic process flows that reflect the specific needs of your business.

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