)
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.”
Manual exports from HubSpot let you sort in spreadsheets, but the data becomes outdated immediately and requires constant re-exporting. There’s a better way to get live, automatically sorted contact data without the manual work.
Here’s how to maintain dynamic contact sorting that stays connected to HubSpot in HubSpot without manual exports.
Skip exports and get live sorted data using Coefficient
Coefficient elevates the export process by maintaining a live connection for custom property sorting with automatic updates. Your data refreshes on schedule while preserving your multi-level sort order.
How to make it work
Step 1. Set up live data import instead of manual exports.
Connect directly to HubSpot through Coefficient without manual exports. Import contacts with all properties including custom company fields, and your data refreshes automatically on your chosen schedule.
Step 2. Implement multi-level sorting on live data.
Select your data range (excluding headers) and access your spreadsheet’s sort function. Set your primary sort to Company property (A→Z) and secondary sort to Last Name (A→Z). New contacts automatically appear in the correct sort position when data refreshes.
Step 3. Configure automatic synchronization.
Set your refresh schedule to hourly, daily, or weekly based on your needs. Unlike static exports, deleted contacts are removed automatically and new contacts appear in the correct sorted position without manual intervention.
Step 4. Add enhanced functionality beyond basic exports.
Apply filters before import to work with specific segments, use dynamic filters linked to cells for flexible criteria, and add calculated fields that update with each refresh. Create multiple sorted views in different sheets for various organizational needs.
Step 5. Enable two-way sync capabilities.
Update contact properties based on sorted groupings, push sorted contacts to HubSpot lists, and manage associations while maintaining sort order. This bi-directional capability means you can act on your sorted data within HubSpot.
Transform static exports into dynamic organization
This approach eliminates manual export work while giving you live, automatically sorted contact data that stays current without intervention. Start building your dynamic contact organization system today.
