topic Re: How to Group Contacts? in CRM

How to Group Contacts?

Skip — Mon, 23 Jan 2017 18:02:07 GMT

In ACT! I could easily create Groups and assign Contacts. Is this possible in the HubSpot CRM?

Re: How to Group Contacts?

roisinkirby — Tue, 24 Jan 2017 14:18:23 GMT

Hey @Skip - great question. The best way to Group Contacts is by using custom properties and custom views to segement and save groups of contacts based on shared properties.

Full instructions can be found here: Creating custom views in the CRM for prospecting

Let me know if this helps!

Re: How to Group Contacts?

Skip — Sat, 04 Feb 2017 23:44:21 GMT

So I cannot create my own Groups and assign Contacts to them?

Re: How to Group Contacts?

roisinkirby — Mon, 06 Feb 2017 09:50:24 GMT

You can create groups based on a custom contact prpoerty - e.g. Group A, that you can assign to contacts.You can also group contacts by HubSpot Owner.

Could you provide some further detail on how you used ACT to group contacts?

Re: How to Group Contacts?

dpitts — Wed, 05 Apr 2017 06:06:19 GMT

In Act you create a group. Then add contacts to the group. You can send emails to defined groups or use the group to search by.

For example, I go to a tradeshow and capture contact leads. When I return to the office I create a group (MS CRM calls them marketing list) and add the contacts to the group. I can now easily pull up a lookup (view) by the groups.

Sounds like Hubspot wants to use a custom and predifned field to place a common value for all contacts that we want to group on them search that field for the value later.

Re: How to Group Contacts?

roisinkirby — Wed, 05 Apr 2017 10:59:24 GMT

Hey @dpitts,

This feature is not currently possible in HubSpot, but you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Re: How to Group Contacts?

roisinkirby — Fri, 26 May 2017 10:40:15 GMT

Hey @Skip @dpitts I wanted to follow up on this thread to let you know that both @christinap and @Anonymous have posted this as a feature request here: IDEA: The ability to group contact & company records in the CRM

I'd encourage you both to vote for the idea with a kudos. The more votes an idea gets, the better sense of user demand HubSpot's product managers will have.

Re: How to Group Contacts?

FlexiSolar — Thu, 30 Nov 2017 17:08:16 GMT

Seriously?!

Being able to group sets of contacts and companies is one of the most basic functions of a CRM!! I simply can't believe you are marketing a CRM which doesn't have this functinality. How are we as a company actually supposed to evaluate the success of an exhibition, if we are unable to group and monior contacts made, down the line?

Re: How to Group Contacts?

ICBalloons — Mon, 26 Feb 2018 17:34:08 GMT

I completely agree. Being able to group different types of clients/prospects via a custom defined, searchable group is a key requirement for CRM functionality. Has anything been done to make this possible?

- Chad

Re: How to Group Contacts?

elleped — Wed, 29 Aug 2018 20:01:29 GMT

Did you ever receive a response to this, Chad? I totally agree with your post and will be shocked if this is not possible with Hubspot...

Re: How to Group Contacts?

aorons — Fri, 14 Sep 2018 09:54:57 GMT

I'm not sure how adding contacts to a group is significantly different from creating a contact property as a flag field for whether or not they belong to this group, then saving the search for contacts with a positive value in that field for future reference.

Hubspot CRM has many shortcomings but I'm not sure that this one is significant enough to warrant development.

Re: How to Group Contacts?

tonogdlp — Thu, 14 Mar 2019 00:35:48 GMT

One contact can be in many different groups, and you might want to create groups by any reason, and adding and populating an obscure property and then making a saved search each time doesnt make sense. But the biggest thing, I think, is that someone might want to have their own group, and not necessarily have the privileges to create a property for something like that.

Example:

A Real Estate company sets up a stand in the 'Real Estate Expo'. It gets many contacts in that event and, after adding to Hubspot, adds them to the group "Real Estate Expo" so It can send them some emails 1 week after, 2 weeks after, a month, etc. talking very specifically about the Expo.

Now, the company has Commercial Real Estate, and Residential Real Estate. The contacts it gathered in the event can also be added to the Interested in Commercial group, to the Interested in Residential group, or to both groups. Each group gets different marketing mails.

Later, a salesman can add some of those to the group "My best clients".

Re: How to Group Contacts?

SoccerBanker — Thu, 14 Mar 2019 13:03:59 GMT

I use this Group feature in other apps in a slightly different way. I'm not trying to tag or simply coategorize contacts, I'm trying to communicate with them. For example, each season, I want to group my Academy coaches, my Transition Academy coaches, my Recreation coaches, my volunteers, etc. As I have issues for each, I don't want to have to remember to add everyone before I send them a note. I want a group for each that I can send information to, then track thay they've received it and see their replies.

As some have said above, contacts can exist in more than one group simultaneously. The key for me is easy <one-click> communication.

Re: How to Group Contacts?

JustVisiting — Wed, 24 Jul 2019 15:03:15 GMT

It's crazy that this still isn't a feature.

Re: How to Group Contacts?

aorons — Wed, 24 Jul 2019 16:27:42 GMT

Incidentally - this is a standard feature in the Marketing Product - referred to as "Lists" - which can either be dynamic based on conditions or static (drag and drop)

Re: How to Group Contacts?

mobilbud — Tue, 06 Aug 2019 09:34:37 GMT

Can you explain to me where this function is? I find "Lists" under "Contacts" but here I can only use already determined properties. I really just need to make a group "A", "B" etc and assign (by drag and drop preferably) contacts/companies to the different groups.

Re: How to Group Contacts?

JustVisiting — Tue, 06 Aug 2019 10:19:55 GMT

I couldn't find it. i ended up creating a custom field for contact details and using that to filter people. But it's not ideal as the field can only assign one value to a contact at a time. If I have contacts related to multiple projects, I usually have to duplicate the contact.

I don't understand why grouping contacts isn't a feature. But I'm more concerned that the developers don't see the need for such a feature. Seems like a major oversight to me as it was one of the first things I needed.

Re: How to Group Contacts?

mobilbud — Tue, 06 Aug 2019 10:26:41 GMT

Thanks for the reply! Can you maybe explain to me in more detail how exactly you made that "custom field"? I cant seem to find that

Re: How to Group Contacts?

aorons — Tue, 06 Aug 2019 10:36:59 GMT

Lists can be dynamic or static. With Static lists you can simply drag them in or use the checkmarks in another list and choose "Add to Static List" option at the top.

As far as custom fields, those are called "Contact Properties" and you can create as many as you need.

Re: How to Group Contacts?

mobilbud — Tue, 06 Aug 2019 12:54:29 GMT

Sorry, I might be **bleep** or something, but Icant see the option of dragging anything in? When I choose static, all I get is the option of different predetermined filter types: Contact properties, Marketing emails, Events, Form submissions and Imports