)
Written by
Table of Contents
“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 automate the entire form data transfer process from HubSpot to shared spreadsheets, enabling seamless weekly updates and real-time team collaboration. This eliminates manual data transfers while creating a collaborative workspace for your entire team.
Here’s how to set up automated weekly transfers with collaboration features that keep your team aligned and productive.
Transform team collaboration with automated weekly data transfers using Coefficient
Coefficient transforms team collaboration by automating the entire form data transfer process from HubSpot to shared spreadsheets. Data arrives formatted and ready for collaborative analysis, with multi-user access and preserved team discussions through updates.
How to make it work
Step 1. Create a shared Google Sheets workspace for form data.
Set up a new Google Sheet that will serve as your team’s collaborative workspace. This becomes the central location where automated form data arrives and team members can analyze, discuss, and act on fresh submissions.
Step 2. Configure Coefficient to import form submissions weekly.
Connect Coefficient to HubSpot and create an import for form submission data through the Contacts object. Set up weekly scheduling in Import Settings, choosing a day and time that aligns with your team’s workflow and meeting schedule.
Step 3. Design collaborative views for different team roles.
Create multiple tabs within your sheet: an overview dashboard for managers, a detailed submission list for sales reps, and an analytics tab for performance tracking. Each view serves different team needs while working from the same underlying data.
Step 4. Set up team notifications for new data arrivals.
Configure Slack or email alerts through Coefficient to notify team members when fresh form data arrives. You can create role-specific notifications, alerting sales reps about new leads and managers about volume changes.
Step 5. Enable collaborative features like shared filters and dynamic assignments.
Set up shared filters that team members can use to view data by territory, product interest, or lead quality. Create formulas that auto-calculate lead routing based on predefined criteria, ensuring fair distribution of new opportunities.
Enable seamless team collaboration
Automated weekly form data transfers create a foundation for effective team collaboration while eliminating manual data management tasks. Start automating your team’s data workflow to improve collaboration and response times to new opportunities.
