For Loop

• Loop through search results and update each record
• Process each contact in a list
• Analyze multiple deals one by one
• Send emails to a list of people

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What This Does (The Simple Version)

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How It Works

1. What to loop through (usually a list from a search action)
2. What to call each item (the variable name for the current item)

• Starts at the first item
• Runs all actions inside the loop
• Moves to the next item
• Repeats until all items are processed

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Setting It Up

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Step 1: Add a For Loop Action

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Step 2: Choose What to Loop Through

• Search results from a Search HubSpot (V2) action
• A list from a previous action
• An array variable from your trigger

1. Earlier in your workflow, you ran Search HubSpot (V2) and saved results to target_deals
2. In the For Loop, click {} → select target_deals

• Type 5 to loop 5 times
• Type 10 to loop 10 times
• Click {} to insert a variable containing a number

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Step 3: Name the Current Item

• If looping through deals: current_deal
• If looping through contacts: current_contact
• If looping through companies: current_company
• If looping through tickets: current_ticket

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Step 4: Add Actions Inside the Loop

• Update HubSpot Object (V2) - Update the current record
• Create Timeline Event (V2) - Log an event on each record
• If Condition - Check something about the current item
• Set Variable - Calculate or store data

• Object ID: Click {} → select current_deal → hs_object_id
• Properties: Update based on current_deal data

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Step 5: End the Loop

1. Search HubSpot (V2) → saves to target_deals
2. For Loop → loop through target_deals, current item: current_deal
3. Update HubSpot Object (V2) → update current_deal
4. Create Timeline Event (V2) → log event on current_deal
5. End Loop
6. (Actions here run after the loop finishes)

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How Variables Work in Loops

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Current Item Variable

current_deal = {
  "dealname": "Acme Corp Deal",
  "hs_object_id": "12345",
  "amount": "50000"
}

current_deal = {
  "dealname": "TechCo Deal",
  "hs_object_id": "67890",
  "amount": "25000"
}

current_deal = {
  "dealname": "BigBiz Deal",
  "hs_object_id": "11111",
  "amount": "100000"
}

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Loop Index (Optional)

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Common Workflows

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Update All Deals in a Stage

1. Search HubSpot (V2)
   • Object Type: Deals
   • Search Filters: Click ”+ Add Property”
     • Property: Deal Stage
     • Operator: Equals
     • Value: “presentationscheduled”
   • Retrieve Properties: Select dealname, hs_object_id
   • Output Variable: deals_to_update
2. For Loop
   • Loop through: Click {} → select deals_to_update
   • Current item variable: current_deal
3. Update HubSpot Object (V2) (inside loop)
   • Object Type: Deals
   • Identify by: Lookup by Object ID
   • Identifier: Click {} → current_deal → hs_object_id
   • Update Properties:
     • dealstage: “decisionmakerboughtin”
   • Output Variable: updated_deal
4. End Loop

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Send Email to Each Contact

1. Search HubSpot (V2)
   • Object Type: Contacts
   • Search Filters: (your criteria)
   • Retrieve Properties: Select firstname, email, company
   • Output Variable: target_contacts
2. For Loop
   • Loop through: Click {} → select target_contacts
   • Current item variable: current_contact
3. Send Email (inside loop)
   • To: Click {} → current_contact → properties → email
   • Subject: Type “Hi ” then click {} → current_contact → properties → firstname
   • Body: Use personalized content with variables from current_contact
4. End Loop

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Log Timeline Events on Multiple Records

1. Search HubSpot (V2)
   • Find your target deals
   • Output Variable: opportunity_deals
2. For Loop
   • Loop through: Click {} → select opportunity_deals
   • Current item variable: deal
3. Create Timeline Event (V2) (inside loop)
   • Object Type: Deals
   • Target Object ID: Click {} → deal → hs_object_id
   • Event Type: opportunity_reviewed
   • Event Title: Type “Deal Reviewed: ” then click {} → deal → properties → dealname
   • Output Variable: event_result
4. End Loop

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Real Examples

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Deal Health Check Loop

1. Search HubSpot (V2)
   • Object Type: Deals
   • Search Filters:
     • Property: Deal Stage
     • Operator: Equals
     • Value: “presentationscheduled”
   • Retrieve Properties: dealname, hs_object_id, amount, closedate
   • Output Variable: active_deals
2. For Loop
   • Loop through: active_deals
   • Current item variable: current_deal
3. Get Timeline Events (V2) (inside loop)
   • Object Type: Deals
   • Object ID: Click {} → current_deal → hs_object_id
   • Output Variable: deal_events
4. If Condition (inside loop)
   • Condition: Check if deal_events is empty (no recent activity)
   • If true: Update deal stage to “stalled”
5. End Loop

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Contact Enrichment Loop

1. Search HubSpot (V2)
   • Object Type: Contacts
   • Search Filters:
     • Property: Lifecycle Stage
     • Operator: Equals
     • Value: “lead”
   • Retrieve Properties: email, firstname, lastname, hs_object_id
   • Limit: 100
   • Output Variable: new_leads
2. For Loop
   • Loop through: new_leads
   • Current item variable: lead
3. External API Call (inside loop)
   • Lookup company data using lead.properties.email
   • Output Variable: enrichment_data
4. Update HubSpot Object (V2) (inside loop)
   • Object Type: Contacts
   • Identify by: Lookup by Object ID
   • Identifier: Click {} → lead → hs_object_id
   • Update Properties with enrichment data
5. End Loop

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Troubleshooting

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Loop Doesn’t Run

1. The list you’re looping through is empty
2. Variable doesn’t exist or is not a list
3. Loop count is 0

1. Check the execution log - what was the loop count?
2. Verify the search action returned results (check its output in the log)
3. Make sure you’re using the correct variable name (the one from the search action’s output variable)
4. Test your search manually in HubSpot to confirm records exist

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Loop Only Runs Once

1. Missing End Loop action
2. Error inside the loop on the 2nd iteration
3. Break condition triggered

1. Make sure you added an End Loop action after all loop body actions
2. Check execution log - did an error occur on iteration 2?
3. Fix any errors in actions inside the loop (they might work for some items but fail for others)

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Can’t Access Loop Variable After Loop

1. If you need data from the loop later, use Set Variable inside the loop to save it
2. Save results to a list variable that persists after the loop

• Set Variable → all_updated_ids → append current_deal.hs_object_id

• Access all_updated_ids (still available)

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Loop Running Too Long

1. Looping through too many items (1000+)
2. Slow actions inside the loop (external API calls)
3. Nested loops (loop inside a loop)

1. Limit search results to smaller batches (100-500)
2. Optimize actions inside loop - remove unnecessary steps
3. Consider breaking into multiple workflows
4. Use result limits on your search action

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Tips & Best Practices

• Always use End Loop to close the loop
• Use descriptive current item variable names (current_deal not item)
• Limit search results while testing (10-20 items to start)
• Check loop variable in execution log to see what’s being processed
• Use If Condition inside loops to skip items that don’t meet criteria

• Forget to add End Loop (loop won’t work)
• Loop through thousands of items at once (use batches)
• Create variables inside loops without understanding scope (they’ll be overwritten each iteration)
• Put slow external API calls inside loops without considering total time
• Access loop variables outside the loop (they won’t exist)

• Loops can handle 100-500 items comfortably
• Each action inside the loop adds to total time (5 actions × 100 items = 500 action executions)
• For large lists (1000+), consider splitting into multiple workflow runs
• Use search result limits to control loop size

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Related Actions

• Search HubSpot (V2) - Get lists to loop through
• Update HubSpot Object (V2) - Update each record in loop
• End Loop - Required to close the loop
• If Condition - Conditionally process items in loop

• Variable System - Understanding variable scope in loops
• Deal Analysis Workflow - Complete example with loops