Creating custom contact views in HubSpot with two-column sort order

using Coefficient excel Add-in (500k+ users)

Build custom HubSpot contact views with two-column sorting using Coefficient. Create multiple sorted views that sync live with your CRM data.

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While you can’t create true two-column sort orders within HubSpot’s native contact views, you can build custom sorted views that function as enhanced contact organization systems. These views maintain live connections to your CRM data.

Here’s how to create multiple custom views with different sorting configurations that stay synced with HubSpot in HubSpot .

Build multiple custom sorted views using Coefficient

Coefficient enables you to create custom contact views with true multi-level sorting that HubSpot can’t provide. Each view can have unique sort configurations while maintaining live data synchronization.

How to make it work

Step 1. Create your base import and multiple view sheets.

Connect Coefficient to HubSpot and import contacts with all required fields including standard and custom properties. Create separate sheets for different views: “Contacts by Company-Name,” “Contacts by Deal Stage-Company,” and “Contacts by Custom Property-Creation Date.”

Step 2. Design unique multi-level sort configurations per view.

Each sheet gets its own sorting setup. For example, Sheet 1 sorts by Company then Last Name, Sheet 2 sorts by Deal Stage then Company, and Sheet 3 sorts by your custom property then creation date. Apply these sorts to each sheet’s imported data.

Step 3. Enhance views with spreadsheet features.

Add filters that persist through refreshes, apply color coding for visual organization, and include VLOOKUP or INDEX/MATCH formulas for related data. Create summary rows for each company group to make your views more informative.

Step 4. Automate view maintenance and make them actionable.

Schedule hourly or daily refreshes to keep views current and use Formula Auto Fill Down for calculated fields. Add checkboxes for bulk selection, create “Action” columns that trigger exports back to HubSpot, and sync sorted contacts to HubSpot lists automatically.

Get the secondary sort functionality you need

This approach provides true multi-column sorting that HubSpot lacks while maintaining full CRM integration and team collaboration features. Start building your custom contact views today.

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