You can export form submissions from HubSpot to spreadsheets on a reliable weekly schedule using automated imports. This ensures consistent data delivery without manual triggering and keeps your team working with fresh information.
Here’s how to set up flexible weekly scheduling that delivers form submission data automatically to your preferred spreadsheet platform.
Set up reliable weekly form submission exports using Coefficient
Coefficient provides a straightforward solution for exporting HubSpot form submissions to spreadsheets on a reliable weekly schedule. You can choose any day and time for your weekly export, and the system handles automatic execution without manual triggering.
How to make it work
Step 1. Install Coefficient and connect to your HubSpot account.
Add Coefficient to Google Sheets from the Google Workspace Marketplace. Open the Coefficient sidebar and connect to your HubSpot account through the authentication process.
Step 2. Create import for form submission data via Contacts object.
Click “Import from” and select HubSpot, then 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. Configure weekly scheduling in import settings.
Click “Import Settings” and select “Schedule.” Choose “Weekly” and set your preferred day and time for the automated export. This could be Monday mornings for week planning or Friday afternoons for weekly reviews.
Step 4. Enable data preservation options.
Turn on “Append New Data” if you want to maintain historical form submissions alongside new ones. This creates a comprehensive record of all submissions over time without overwriting previous data.
Step 5. Save and let automation handle the rest.
Once configured, your weekly export runs automatically at the scheduled time. The spreadsheet updates with fresh form submission data, and all users with access see the updated information immediately.
Ensure consistent weekly data delivery
Weekly scheduled exports save hours of manual work while guaranteeing your team always has access to current form submission data. Set up your automated weekly exports today and eliminate the risk of missed or delayed data updates.