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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 set up recurring weekly exports of HubSpot form submissions that work with Excel through automated Google Sheets imports. This creates a reliable weekly data delivery system with Excel-compatible formatting.
Here’s how to configure recurring exports that maintain consistent data structure and integrate seamlessly with your Excel workflow.
Configure recurring weekly form exports with Excel compatibility using Coefficient
Coefficient facilitates recurring weekly exports of HubSpot form submissions through Google Sheets, which you can then access in Excel format. The automated process maintains consistent data structure for seamless Excel compatibility.
How to make it work
Step 1. Connect Coefficient to HubSpot in Google Sheets.
Install Coefficient from the Google Workspace Marketplace and connect to your HubSpot account. This creates the foundation for your automated weekly exports.
Step 2. Import form submission data with required fields.
Create an import targeting form submissions through the Contacts object. Select the fields you need for Excel analysis: contact name, email, company, form name, submission date, and any custom properties relevant to your reporting needs.
Step 3. Configure weekly refresh schedule.
In Import Settings, select “Schedule” and choose “Weekly.” Pick your preferred day and time (like every Monday at 8 AM) for consistent data delivery. Enable “Append New Data” to maintain historical records alongside new submissions.
Step 4. Set up Excel access through download or connection.
After each weekly refresh, you can either download the Google Sheet as an Excel file or use Excel’s data connection features to link directly to the Google Sheet. Excel Online also provides direct access to the updating Google Sheet data.
Step 5. Maintain consistent formatting for Excel compatibility.
Keep the same column structure each week so your Excel formulas, pivot tables, and charts continue working properly. Coefficient preserves field order and formatting across refreshes.
Streamline your weekly Excel reporting
Recurring weekly exports eliminate repetitive manual tasks while ensuring your Excel analysis always uses fresh form submission data. Start automating your weekly exports to save time and reduce errors in your reporting process.
