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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can automatically export form submissions from HubSpot to Google Sheets every week using scheduled data imports. This eliminates manual downloads and keeps your sales team working with fresh data.
Here’s how to set up a weekly automated export that runs in the background and delivers updated form submission data directly to your spreadsheet.
Set up weekly automated form exports using Coefficient
Coefficient creates a live connection between HubSpot and Google Sheets, allowing you to schedule weekly imports that pull form submission data automatically. Your sales team gets direct access to updating data without any manual export steps.
How to make it work
Step 1. Connect Coefficient to your HubSpot account.
Install Coefficient from the Google Workspace Marketplace, then open your Google Sheet and click the Coefficient sidebar. Select “Connected Sources” and add your HubSpot account through the authentication process.
Step 2. Create an import for your form submission data.
Click “Import from” in the Coefficient sidebar and select HubSpot. Choose “Contacts” as your object since form submissions create contact records. Select the fields you need like name, email, company, form name, and submission date.
Step 3. Apply filters to capture only form submissions.
In the filter section, add conditions to focus on form data. Filter by “Original Source” equals “Organic Search” or “Form submission” depending on your setup. You can also filter by specific form names or submission date ranges.
Step 4. Schedule the import for weekly refresh.
Click “Import Settings” and select “Schedule.” Choose “Weekly” and pick your preferred day and time (like Monday mornings at 8 AM). Enable “Append New Data” if you want to preserve historical submissions alongside new ones.
Step 5. Share the sheet with your sales team.
Use Google Sheets’ sharing settings to give your sales team access to the automatically updating data. They’ll see fresh form submissions after each weekly refresh without any manual work from you.
Start automating your form data today
Weekly automated exports save hours of manual work while ensuring your sales team always has access to the latest form submissions. Get started with Coefficient to eliminate manual exports and keep your data flowing automatically.
