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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.”
HubSpot lacks native functionality for scheduled contact exports, requiring manual downloads that quickly become outdated and create workflow inefficiencies.
Here’s how to set up robust scheduling capabilities that keep your Excel data continuously synchronized with HubSpot automatically.
Automate contact exports with scheduled refreshes using Coefficient
CoefficientHubSpotGoogle Sheetstransforms manual export processes with robust scheduling capabilities that keep your Excel data continuously synchronized with. You can schedule imports, set up alerts, and create automated workflows inor Excel.
How to make it work
Step 1. Set up your initial contact import.
Connect your HubSpot account and create your contact import with all required fields and filters. Import the data to your designated Excel location to establish the baseline.
Step 2. Configure scheduled refreshes.
Click the refresh icon on your import and select “Schedule refresh.” Choose your frequency (hourly, daily, weekly, or monthly) and set the specific time and timezone for execution.
Step 3. Set up automated notifications.
Configure Slack or email alerts to receive notifications when exports complete or if errors occur. You can also set up conditional alerts that trigger based on data changes, like when new contacts are added.
Step 4. Create historical data capture.
Use Coefficient’s Snapshot scheduling to capture historical versions of your contact data while maintaining live data updates. This gives you both current and historical views of your contact database.
Step 5. Build advanced automation workflows.
Chain multiple imports to run sequentially, set different schedules for different contact segments, use “Append New Data” to build historical contact records, and combine with scheduled exports to push updates back to HubSpot.
Eliminate manual export tasks forever
Set upThis automated approach ensures data freshness, creates reliable reporting workflows, and means your team always works with current contact data without logging into HubSpot.your automated contact export system with Coefficient.
