After you have created the dynamic tables needed within your templates, you can proceed with setting up the automatic workflows which will allow you to pull data from them. You can use dynamic tables both in our in-app automation builder and in any integration configured via Zapier.
Both options will allow you the same full functionality.
In the above video example, we used a dynamic table called "Services" which will then 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 are showcasing).
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 for guided assistance.