You can schedule weekly form submission exports from HubSpot that run automatically without any manual downloads. This creates a direct connection between your form data and spreadsheets that updates on your chosen schedule.
Here’s how to set up a completely automated export system that eliminates manual work and delivers consistent weekly data updates.
Eliminate manual downloads with scheduled automation using Coefficient
Coefficient creates a direct, scheduled connection between HubSpot form submissions and your spreadsheet. Once configured, the weekly export runs automatically in the background without any manual intervention or file downloads.
How to make it work
Step 1. Set up a Coefficient import for your form submission data.
Install Coefficient in Google Sheets and connect to your HubSpot account. Create an import targeting your form submission data through the Contacts object, selecting relevant fields like contact name, email, form name, and submission timestamp.
Step 2. Configure weekly scheduling in Import Settings.
Click “Import Settings” and select “Schedule.” Choose “Weekly” and pick your preferred day and time for the automated refresh. The system will run this export every week at the specified time without any action from you.
Step 3. Enable data preservation options.
Turn on “Append New Data” if you want to preserve historical submissions while adding new ones. This creates a running log of all form submissions over time, maintaining your data history automatically.
Step 4. Set up notifications for completion confirmation.
Configure Slack or email alerts to notify you when each weekly export completes successfully. This gives you peace of mind that your data is updating as scheduled without having to check manually.
Save hours every week with automation
Scheduled exports eliminate the repetitive task of manual downloads while ensuring your team always has access to current form submission data. Start automating your weekly exports today and focus on analyzing data instead of collecting it.