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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 schedule automatic form submission exports from HubSpot every Monday morning to start your week with fresh data. This ensures your team has updated lead information ready for weekly planning and sales meetings.
Here’s how to set up precise Monday morning automation that captures weekend submissions and prepares your team for the week ahead.
Set up Monday morning automation for weekly planning using Coefficient
Coefficient excels at precise scheduling, allowing you to automatically export HubSpot form submissions every Monday morning at your chosen time. Data is ready when your team starts their week, including all forms submitted over the weekend.
How to make it work
Step 1. Set up Coefficient import for form submissions.
Connect Coefficient to HubSpot and create an import targeting form submission data through the Contacts object. Select fields relevant to your Monday planning: contact name, email, company, form name, submission date, and lead source.
Step 2. Configure precise Monday morning scheduling.
In Schedule settings, select “Weekly” and choose “Monday” as the day. Set the time to early morning (like 7:00 AM) so data is ready before your team starts work or holds Monday morning meetings.
Step 3. Enable notifications to confirm completion.
Set up email or Slack notifications to confirm when each Monday export completes successfully. This gives you confidence that fresh data is available for your team’s weekly planning activities.
Step 4. Create Monday morning dashboard that auto-updates.
Build a dashboard tab with key metrics for Monday planning: total new submissions, high-priority leads, and week-over-week comparisons. These calculations update automatically with each Monday refresh.
Step 5. Configure snapshot to preserve each Monday’s data for trending.
Use Coefficient’s snapshot feature to capture each Monday’s data for historical analysis. This lets you track weekly trends and compare performance across different time periods.
Start every week with fresh lead data
Monday morning automation ensures your sales team begins each week with complete, current form submission data for effective planning and immediate lead follow-up. Schedule your Monday morning exports to improve your team’s weekly productivity and lead response times.
