)
Written by
Table of Contents
“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’s native saved views don’t support true primary and secondary sort criteria. They’re limited to single-column sorting that must be reapplied each time you access the view, which defeats the purpose of saved configurations.
Here’s how to create persistent, multi-level sorted views that function as enhanced saved views while staying connected to HubSpot in HubSpot .
Create persistent multi-level sorted views using Coefficient
Coefficient enables you to build saved views with true primary and secondary sort criteria that persist through data refreshes. Each view maintains its own sorting configuration while pulling live data from HubSpot.
How to make it work
Step 1. Create dedicated sheets for each saved view.
Set up separate spreadsheet tabs for different organizational needs. Name them descriptively like “Contacts by Company-Name,” “Priority Accounts-Recent,” or “Enterprise Accounts View.” Each tab maintains its own import and sort configuration.
Step 2. Configure unique multi-level sorting per view.
For your Sales Territory view, set primary sort to Company State/Region, secondary to Company Name, and tertiary to Contact Last Name. For your Engagement Priority view, use Last Activity Date as primary, Deal Value as secondary, and Company Name as tertiary.
Step 3. Set up automated view maintenance.
Configure different refresh schedules per view based on importance. Set critical views to update hourly, reference views daily, and historical views weekly. Your sort configurations persist through all refreshes.
Step 4. Enhance saved views beyond HubSpot capabilities.
Add conditional formatting for visual organization, include calculated metrics like days since last contact or total company value, create summary rows between sorted groups, and apply filters that persist through refreshes.
Step 5. Enable sharing and collaboration features.
Share specific view tabs with team members, set up alerts when high-priority contacts appear in views, and export view results back to HubSpot as static lists for campaign use.
Build the saved views HubSpot can’t provide
This approach delivers persistent multi-level sorting that surpasses traditional CRM saved views while maintaining live data connections. Start creating your enhanced saved views today.
