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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 share HubSpot form submission data with your sales team through live, updating spreadsheets and intelligent notifications. This creates a seamless flow of fresh leads directly to your team without manual data transfers.
Here’s how to set up automated sharing with real-time collaboration features that keep your sales team aligned and responsive to new opportunities.
Enable automatic form data sharing with live collaboration using Coefficient
Coefficient enables automatic sharing of HubSpot form submission data through live, updating spreadsheets and intelligent notifications. Your sales team accesses a constantly updated spreadsheet with the latest submissions, and you can configure alerts for high-value leads.
How to make it work
Step 1. Create a dedicated “Sales Team Form Submissions” Google Sheet.
Set up a new Google Sheet specifically for your sales team’s form data. This becomes the central hub where your team accesses all incoming form submissions automatically.
Step 2. Use Coefficient to import form data with sales-relevant fields.
Connect Coefficient to HubSpot and create an import targeting form submissions. Select fields your sales team needs: contact name, email, company, phone, form name, submission date, lead source, and any custom properties that help with lead qualification.
Step 3. Set up scheduled refreshes based on submission volume.
Configure daily or weekly refresh schedules depending on your form submission volume. High-volume businesses might need daily updates, while others can use weekly refreshes to batch new leads for team review.
Step 4. Share the sheet with appropriate team members.
Use Google Sheets’ permission settings to give sales team members view or edit access. Each rep can filter the data to see leads assigned to their territory or product area.
Step 5. Configure alerts for priority submissions.
Set up Slack or email notifications through Coefficient for high-value submissions. Create conditional alerts based on company size, product interest, or lead score to ensure your team responds quickly to qualified prospects.
Keep your sales team connected to fresh leads
Automatic form data sharing eliminates delays between lead capture and sales follow-up while ensuring your entire team works with the same current information. Start sharing form data automatically to improve your team’s response time and lead conversion rates.
