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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.”
Accessing your HubSpot Forms data in Google Sheets can transform how you analyze form submissions and optimize your marketing efforts. Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.
In this guide, you’ll learn exactly how to import Forms data from HubSpot to Google Sheets efficiently.
Quick Walkthrough Demo
TLDR
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Step 1:
Install Coefficient from the Google Workspace Marketplace and connect to your HubSpot account
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Step 2:
Use the Coefficient sidebar to select HubSpot as your data source
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Step 3:
Choose Forms from the Objects list and select the fields you want to import
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Step 4:
Import your data and set up auto-refresh to keep your form data current
Step-by-Step Guide to Importing HubSpot Forms Data
Step 1: Install Coefficient and Connect to HubSpot
First, you’ll need to install the Coefficient add-on and connect it to your HubSpot account:
- Open Google Sheets
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Select and Import Forms Data
Now that you’re connected to HubSpot, you can import your Forms data:
- In the Coefficient sidebar, select “Import from Objects”
- From the list of available objects, find and select “Forms”
- Choose the specific fields you want to import (e.g., form name, submission count, creation date)
- Apply any filters if needed to narrow down your data
- Click “Import” to bring your Forms data into Google Sheets
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Forms data stays up-to-date, set up an automatic refresh schedule:
- In the Coefficient sidebar, click on the “…” menu next to your imported data
- Select “Refresh settings”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate your auto-refresh schedule
With auto-refresh enabled, your HubSpot Forms data will automatically update in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a list of available objects you can import:
Objects
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Frequently Asked Questions
By following this guide, you can easily import your HubSpot Forms data into Google Sheets using Coefficient. This integration enables you to analyze form performance, track submission trends, and share insights with your team—all while ensuring your data stays current through automatic refreshes.
For more advanced reporting, consider combining your Forms data with other HubSpot objects like Contacts or Deals to create comprehensive marketing dashboards that show the complete journey from form submission to customer conversion.
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Frequently Asked Questions
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How to get Forms from HubSpot?
To get Forms from HubSpot, you can use the HubSpot interface to navigate to Marketing > Lead Capture > Forms. This shows all your forms and their performance. For a more flexible analysis option, Coefficient allows you to import this data directly into Google Sheets where you can create custom reports and dashboards.
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How do I get a list of Forms in HubSpot?
In HubSpot, go to Marketing > Lead Capture > Forms to see all your forms. You can filter by form type, creation date, or search by name. For more advanced analysis:
- Install Coefficient in Google Sheets
- Connect to HubSpot
- Select Forms from the objects list
- Import to create a customizable list in your spreadsheet
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How do I import Forms from Google Sheets to HubSpot?
While you can’t directly create forms in HubSpot by importing from Google Sheets, you can update form properties. With Coefficient’s two-way sync:
- Import your forms data to Google Sheets first
- Make changes to editable properties
- Use Coefficient’s writeback feature to push those changes back to HubSpot
This helps you manage form settings in bulk through your spreadsheet.
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How to automate importing HubSpot Forms to Google Sheets daily?
To automate daily imports of HubSpot Forms data:
- Set up your initial import using Coefficient
- Click the “…” menu next to your import
- Select “Refresh settings”
- Choose “Daily” and set your preferred time
- Save your settings
Coefficient will now automatically refresh your Forms data every day at your specified time.
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How to send email alerts about Forms data from HubSpot?
To set up email alerts for HubSpot Forms data:
- Import your Forms data to Google Sheets using Coefficient
- Click on “Automations” in the Coefficient sidebar
- Select “Email & Slack Alerts”
- Configure conditions (e.g., when form submissions exceed a threshold)
- Add recipients and customize your message
This ensures stakeholders are automatically notified when important form metrics change.
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