Overview of CRM variables
With CRM variables, you can save and manage contact, deal, and task data. They also allow you to personalize your automated flows and set action conditions or parameters based on real-time values.
In this article, we will talk about variable types in SendPulse’s CRM system.
System variables
System variables are pre-configured, default variables that require no extra setup. These include basic object fields, such as email or phone number.
System contact variables
When you add a contact, its variables will be created automatically. You can use them when integrating with other SendPulse tools.
You cannot edit system variable names — only replace their values.
| String |
Contact email address used to recognize them across all SendPulse tools. If a contact has multiple email addresses, they will be recognized by their primary one. |
|
| phone | String |
Contact phone number used to recognize them across all SendPulse tools. If a contact has multiple phone numbers, they will be recognized by their primary one. |
| firstName | String | Contact first name. |
| lastName | String | Contact last name. |
| contact_id | Number |
Contact ID. You cannot edit this variable’s value. |
You can edit system contact data manually in cards or automatically.
System deal variables
When you add a deal, its variables will be created automatically. You can use them when integrating with other SendPulse tools.
You cannot edit system variable names —only replace their values.
| name_deal | String | Deal name. |
| price_deal | Number | Deal price. |
| stepName_deal | String | Deal status name from your CRM pipeline. |
| currency_deal | String | Deal currency. |
| paymentLink | Link |
Created payment link. You can use this variable only if you’ve created a payment link. |
| isMain | Bollean | Primary email or phone number, if there are multiple options. |
| deal_id | Number |
Deal ID. You cannot edit this variable’s value. |
| created_at_deal | Date and time |
Date created. You cannot edit this variable’s value. |
| completeTill_deal | Date and time | Due date and time. |
You can edit system deal data manually in cards or automatically.
Custom variables
Custom variables are fields you create when adding deals and contacts.
You can retrieve values from contact fields you’ve created in contact settings. For instance, to use values from the City contact field, type in {{City}}.
Similarly, you can retrieve values from deal fields you’ve created in pipeline settings. Make sure to add the _deal suffix to your deal variables.
Variable use
Variables insert real-time data from the CRM system into your automated flow. You can use variables in the following flow elements:
| Start |
Use the Change deal field and Change contact field triggers to run your automated flow. For example, if a customer updates their location, you can trigger an automated flow to reassign them to another team member or send a welcome message. |
| Action |
Use the Create deal and Create contact actions to create contacts or deals with field mapping. Use the Change contact variable action to update data. For example*, you can update contact, deal, or task data. |
| Filter |
Use the Variable condition to filter contacts using specific criteria. For example*, to reach out to clients from a specific city about a local offer, select a variable from the list of City variables. |
| Email, SMS, Viber, Push |
Use customer communication elements to send personalized messages through various communication channels. For example*, to send a delivery notification, use the |
* Make sure to add the _deal suffix to your deal variables. In particular, to use values from the City deal field, type in {{city_deal}}.
Last Updated: 25.04.2025
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