How can I use dynamic tables?

After you have created the dynamic tables in your template, you can set up the automatic workflows, allowing you to pull data from them.

You can use dynamic tables in our in-app automation builder and any integrations.

In the above video example, we used a dynamic table called "Services" which will be the base of a HubSpot automation configuration.

Once the template, which includes the dynamic table, is identified in the trigger event of the setup, the dynamic table will be populated in a separate tab in the following triggered by the event automation action.

From here, you can choose to amend any changes to the dynamic table fields in regards to the automation configuration (in our example, create a draft once a HubSpot stage is updated):

From this automation step, you can manipulate which data from HubSpot you can pull into which field of your dynamic table.

Furthermore, you can add columns, rename, delete, and auto-populate them with the relevant HubSpot variables (in the automation type we showcase).

If you want to learn more about the setup of an automatic draft creation and deal update in HubSpot, which you can achieve in the main app automation builder, click here.

Contact our support team if you need access to dynamic tables.