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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.”
Manual weekly activity exports from HubSpot consume valuable time and often get forgotten or delayed. The native export tools lack sophisticated scheduling options and require repetitive manual processes.
Here’s how to set up completely automated weekly activity exports that run without any manual intervention.
Automate weekly activity exports using Coefficient
Coefficient provides comprehensive scheduling capabilities that make automated weekly activity exports straightforward and reliable. Unlike HubSpot’s limited native export automation, you get flexible scheduling with multiple automation options.
How to make it work
Step 1. Create Activities import with date-based filtering.
Set up an Activities import from HubSpot with filters like “Create Date >= [date]” to capture new activities. Use dynamic filters that reference spreadsheet cells to automatically adjust date ranges for each weekly export.
Step 2. Configure weekly refresh schedule.
Set your import to refresh every Monday at 9 AM (or your preferred time). This ensures consistent weekly data collection without manual intervention, capturing all new activities added during the previous week.
Step 3. Enable “Append New Data” functionality.
Turn on the append feature to add only new activities without overwriting existing data. This creates a cumulative dataset with timestamps showing when each batch of activities was added to your export.
Step 4. Set up completion notifications.
Configure email or Slack alerts to notify you when each weekly export completes successfully. Include variables in your alerts to show how many new activities were captured in each automated run.
Step 5. Create scheduled snapshots for backup.
Set up weekly snapshots to preserve copies of your activity data, creating a backup system that maintains historical versions of your weekly exports for reference and analysis.
Step 6. Add conditional export logic.
Configure conditional exports based on formula results, such as only running the export when new activities meet certain criteria like “high priority” or specific activity types.
Maintain hands-off activity data collection
This automated approach ensures your activity data stays current without manual intervention, providing reliable weekly updates that eliminate repetitive export processes while maintaining comprehensive historical tracking. Set up your automated weekly exports today.
