Template Variables

Use the {{variable}} syntax and {} button to insert data from previous actions into your workflow. Common uses:

Insert search results into AI prompts
Use deal amount in update actions
Reference contact email in conditions
Access nested properties like contact.properties.firstname
Build text with multiple variables

What This Does (The Simple Version)

Think of variables like passing notes between actions. One action finds data (like a contact record) and saves it with a name. Later actions can reference that name to use the data. Real-world example: A search action finds deals and saves them as target_deals. A loop action references target_deals to process each one. Inside the loop, you reference current_deal.properties.amount to get each deal’s amount.

The `{}` Button

The easiest way to insert variables:

Hover over any input field
{} button appears on the right
Click it to open variable picker
Select the variable you want
Variable is inserted in correct syntax

Where you’ll see it:

All action input fields
Condition fields
Update value fields
Prompt fields
Email body fields

Variable Syntax

Basic Variable

Format: {{variable_name}} Example:

\{\{contact\_email\}}
\{\{deal\_amount\}}
\{\{search\_results\}}

Accessing Properties

Format: {{variable.properties.property_name}} Example:

\{\{contact\_data.properties.email\}}
\{\{deal\_record.properties.amount\}}
\{\{company\_info.properties.domain\}}

Accessing Nested Data

Format: {{variable.path.to.data}} Example:

\{\{contact\_data.properties.firstname\}}
\{\{deal\_record.associations.contacts\}}
\{\{current\_item.id\}}

Accessing Array Items

Format: {{variable[0]}} (first item) Example:

\{\{search\_results[0]\}}
\{\{contact\_data.associations.companies[0].id\}}
\{\{deals[0].properties.dealname\}}

Common Patterns

From Search Action

After Search HubSpot (V2): Output variable: target_deals Access in later actions:

Whole list: {{target_deals}}
First deal: {{target_deals[0]}}
First deal’s name: {{target_deals[0].properties.dealname}}

From Lookup Action

After Lookup HubSpot Object (V2): Output variable: contact_record Access properties:

Email: {{contact_record.properties.email}}
First name: {{contact_record.properties.firstname}}
Company: {{contact_record.properties.company}}
Object ID: {{contact_record.id}} or {{contact_record.hs_object_id}}

From Loop

Inside For Loop: Current item variable: current_deal Access current item:

Whole object: {{current_deal}}
Deal name: {{current_deal.properties.dealname}}
Deal amount: {{current_deal.properties.amount}}
Object ID: {{current_deal.hs_object_id}}

From Webhook

After webhook trigger: Webhook variables available immediately:

{{contact_id}}
{{deal_name}}
{{_hubspot_portal}}
Whatever you included in HubSpot webhook payload

From Set Variable

After Set Variable action: Variable name: total_count Access anywhere after:

{{total_count}}

Can use in:

Conditions: {{total_count}} > 10
Updates: Set property to {{total_count}}
Math: {{total_count}} + 1

Using Variables in Different Actions

In Update Actions

Update HubSpot Object (V2):

Select property to update
In value field, hover and click {}
Select variable
Or mix text + variables: “Total: ${{deal_amount}}”

Example:

Update hs_lead_status with: {{enrichment_result}}
Update notes with: “Score: {{lead_score}} - Company: {{company_name}}“

In Conditions

If Condition:

Type condition naturally
Click {} to insert variables
AI evaluates the condition

Example:

\{\{deal\_record.properties.amount\}} > 50000
\{\{contact\_data.properties.email\}} is not empty
\{\{lifecycle\_stage\}} equals "salesqualifiedlead"

In AI Prompts

Invoke LLM:

Type prompt text
Click {} to insert variables
AI receives the data

Example:

Analyze this deal: \{\{deal\_record\}}

Based on this timeline: \{\{deal\_timeline\}}

Provide insights about \{\{contact\_data.properties.firstname\}}'s engagement.

In Loops

For Loop:

“Loop through” field: Click {} → select list variable
“Current item” field: Type name like current_contact

Inside loop, access:

{{current_contact.properties.email}}
{{current_contact.properties.firstname}}

Search HubSpot (V2):

Add filter
In value field: Click {}
Insert variable for dynamic search

Example:

Find deals where amount Greater Than {{minimum_threshold}}
Find contacts where company Equals {{target_company}}

Real Examples

Deal Analysis with Variables

Step 1: Lookup Deal

Output Variable: deal_data

Step 2: Get Timeline

Object ID: {{deal_data.id}}
Output Variable: deal_timeline

Step 3: AI Analysis

Prompt: “Analyze deal {{deal_data.properties.dealname}} with timeline {{deal_timeline}}”
Output Variable: insights

Step 4: Update Deal

Update deal_health_score with: {{insights.health_score}}

Contact Enrichment with Variables

Step 1: Webhook receives

Variables: contact_id, contact_email, contact_company

Step 2: Lookup Contact

Object ID: \{\{contact\_id\}\}
Output Variable: contact_data

Step 3: Web Search

Query: “{{contact_data.properties.company}} {{contact_data.properties.jobtitle}}”
Output Variable: web_results

Step 4: AI Enrichment

Prompt: “Enrich {{contact_data.properties.firstname}} from {{web_results}}”
Output Variable: enrichment

Step 5: Update Contact

Update hs_lead_status with: \{\{enrichment.lead\_category\}\}

Loop with Counter

Step 1: Set Variable

Variable Name: high_value_count
Value: 0

Step 2: For Loop

Loop through: {{all_deals}}
Current item: current_deal

Step 3: If Condition (inside loop)

Condition: {{current_deal.properties.amount}} > 100000

Step 4: Set Variable (inside if)

Variable Name: high_value_count
Value: {{high_value_count}} + 1

Step 5: End Condition Step 6: End Loop After loop: Use \{\{high\_value\_count\}\}

Accessing Associations

After Lookup with Associations: Output variable: deal_data (with contacts and companies retrieved) Access associated contact ID:

\{\{deal\_data.associations.contacts[0].id\}\}

Access associated company ID:

\{\{deal\_data.associations.companies[0].id\}\}

Use in another Lookup:

Object Type: Contacts
Object ID: \{\{deal\_data.associations.contacts[0].id\}\}

Troubleshooting

Variable Not Found

Can’t select variable in {} picker Possible causes:

Variable not created yet (action hasn’t run)
Variable only exists inside loop/if block
Action that creates it failed

How to fix:

Check action order - variable must be created before use
Create variable outside loop if needed after loop
Check execution log - did creating action succeed?

Empty Value

Variable exists but has no value Possible causes:

Previous action returned empty result
Property doesn’t exist on object
Search/lookup found nothing

How to fix:

Check execution log - what did previous action return?
Verify property name is correct
Add If Condition to check if variable is empty first

Wrong Syntax

Variable doesn’t insert correctly Common mistakes:

❌ {variable} (single braces)
❌ \{\{variable.property\_name\}\} (should be properties.property_name)
❌ \{\{variable.0\}\} (should be variable[0])

Correct:

✅ {{variable}}
✅ {{variable.properties.property_name}}
✅ {{variable[0]}}

Can’t Access Nested Property

Error accessing contact.properties.email Possible causes:

Using .email instead of .properties.email
Property doesn’t exist on this object type
Property name wrong

How to fix:

HubSpot properties are always under .properties.
Check property exists: Look at object in execution log
Use exact internal property name (lowercase, no spaces)

Tips & Best Practices

✅ Do:

Use {} button instead of typing manually
Use descriptive variable names (contact_data not c)
Check execution log to see variable values
Test with If Condition to check if variable exists
Use variables to make workflows dynamic
Access properties through .properties. for HubSpot objects

❌ Don’t:

Type {{}} manually (typo-prone)
Assume variables always have values
Use variables before they’re created
Reference loop variables outside the loop
Forget .properties. when accessing HubSpot properties

Common HubSpot property paths:

Contact email: .properties.email
Contact name: .properties.firstname and .properties.lastname
Deal amount: .properties.amount
Deal stage: .properties.dealstage
Company domain: .properties.domain
Object ID: .id or .hs_object_id

Foundation:

Variable System - How variables work
Action Execution - Variable scope and lifecycle

Actions that create variables:

Search HubSpot (V2) - Creates list of results
Lookup HubSpot Object (V2) - Creates object variable
Set Variable - Creates custom variables
For Loop - Creates current item variable

Actions that use variables:

Update HubSpot Object (V2) - Insert in update values
If Condition - Use in conditions
Invoke LLM - Insert in prompts

Last Updated: 2025-10-01

Using Agent.ai

For Builders

Actions

What This Does (The Simple Version)

The `{}` Button

Variable Syntax

Basic Variable

Accessing Properties

Accessing Nested Data

Accessing Array Items

Common Patterns

From Search Action

From Lookup Action

From Loop

From Webhook

From Set Variable

Using Variables in Different Actions

In Update Actions

In Conditions

In AI Prompts

In Loops

In Search Filters

Real Examples

Deal Analysis with Variables

Contact Enrichment with Variables

Loop with Counter

Accessing Associations

Troubleshooting

Variable Not Found

Empty Value

Wrong Syntax

Can’t Access Nested Property

Tips & Best Practices

Using Agent.ai

For Builders

Actions

​What This Does (The Simple Version)

​The {} Button

​Variable Syntax

​Basic Variable

​Accessing Properties

​Accessing Nested Data

​Accessing Array Items

​Common Patterns

​From Search Action

​From Lookup Action

​From Loop

​From Webhook

​From Set Variable

​Using Variables in Different Actions

​In Update Actions

​In Conditions

​In AI Prompts

​In Loops

​In Search Filters

​Real Examples

​Deal Analysis with Variables

​Contact Enrichment with Variables

​Loop with Counter

​Accessing Associations

​Troubleshooting

​Variable Not Found

​Empty Value

​Wrong Syntax

​Can’t Access Nested Property

​Tips & Best Practices

​Related Actions

What This Does (The Simple Version)

The `{}` Button

Variable Syntax

Basic Variable

Accessing Properties

Accessing Nested Data

Accessing Array Items

Common Patterns

From Search Action

From Lookup Action

From Loop

From Webhook

From Set Variable

Using Variables in Different Actions

In Update Actions

In Conditions

In AI Prompts

In Loops

In Search Filters

Real Examples

Deal Analysis with Variables

Contact Enrichment with Variables

Loop with Counter

Accessing Associations

Troubleshooting

Variable Not Found

Empty Value

Wrong Syntax

Can’t Access Nested Property

Tips & Best Practices

Related Actions