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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’s native contact views only allow single-column sorting, which means you can’t sort by custom company property and surname at the same time. This limitation makes it tough to organize contacts in the hierarchical way most teams need.
Here’s how to create true multi-level sorting that keeps your data live and synced with HubSpot in HubSpot .
Get multi-level contact sorting using Coefficient
Coefficient connects your HubSpot data directly to spreadsheets where you can apply unlimited sorting levels. Unlike static exports, your data stays synchronized with HubSpot and updates automatically on your schedule.
How to make it work
Step 1. Connect HubSpot and import your contacts.
Install Coefficient in your spreadsheet and connect to HubSpot via the sidebar. Select “Import from… > Contacts” and choose all the fields you need including your custom company property, First Name, and Last Name.
Step 2. Apply multi-level sorting to your imported data.
Select your data range and use your spreadsheet’s sort function. Set your primary sort to your custom company property (A-Z), then add a secondary sort by Last Name (A-Z). You can add a third level for First Name if needed.
Step 3. Set up automatic data refreshes.
Schedule your import to refresh hourly, daily, or weekly so your sorted view always reflects current HubSpot data. New contacts automatically appear in the correct sorted position without manual work.
Step 4. Add filters and enhanced organization.
Use Coefficient’s filtering capabilities to import only specific contact segments before sorting. You can apply up to 25 filters with AND/OR logic to narrow your dataset, then maintain your multi-level sort order.
Transform your contact organization
This approach gives you the hierarchical contact sorting HubSpot can’t provide natively while keeping everything connected to your CRM. Try Coefficient to start organizing your contacts exactly how you need them.
