YES! Please tags. It is the one missing feature that is holding us back from using HubSpot.
This idea has been presented many times, especially in 2018, but it never seemed to make it into the product (that I am aware of) even though there is always a lot of support for such a feature.
As a reminder, this is referring to the ability to select or create a tag for a deal, company or contact, which can later be used for sorting, categorising, and identifying specific entries.
For example, using # in a field could recognise the tag, or have a dedicated field in the viewing pane that shows and allows the addition and selection of tags.
This is not talking about custom property field. This needs to be something dynamic and in line with many other CRM and collaboration platforms out there.
Complete agree that HubSpot CRM must support tag not only for contacts, companies but also deals and blog post.
Please make it happens as soon as possible,
Hi everyone,
I really can’t believe that the HubSpot community is urgently calling for as simple “tags” feature for over 2,5 years now and there isn’t a proper solution for this use case today.
Please, please, dear HubSpot dev team, put this request on top of your feature list. It’s not that difficult to implement but gives us a huge boost in productivity with your great software.
Best regards
Boris
Hello everyone,
I am adding my voice to the Tag feature request.
We have just imported thousands of Companies with their Contacts, and I was surprised that I won’t be able to apply a tag when logging a call or email so that I can get a report later on that will bring me a list with all the tagged contacts.
Honestly, guys, a tagging functionality will bring a whole lot of value to all of our teams -- starting from Sales, to Service, Marketing and even Product.
Best,
Daniel
Just following-up.
No matter who I spoke to, the HubSpot staff seem to think their “custom properties” is what we are all calling “tags”…There’s no convincing them that this is NOT what we are talking about with tagging. Their custom properties feature is a horrendous experience.
I’m also of the belief that they don’t quite understand how much business they will take from other competitors if they rolled this feature in properly..but what do I know?
We are no longer considering HubSpot. Wish the rest of you good luck.
I need Tags to sort my contacts:
on the events they visited (customer day date yymmdd)
on a specific campaign that I’d like to engage them in
a service / solution that my company offers
Second best:
add extra fields in Contact properties if implementing tags takes longer.
We definitely need to be able to sort our contacts more detailed, to keep our mails relevant.
Thank you for added it soon.
WARNING. A “Multiple checkbox” property is not a tag field and treating is as such can lead to data loss.
Someone suggested that a Multiple Checkbox property could be used for tags. While there are basic limitations such as having to pre-define the values, such a property can be used somewhat like tags. But watch out!
If you import into a Multiple Checkbox field you will delete any existing values that are not in the import.
For example, let’s say a Contact has the existing values of “Test A” and “Test B”. If you then import “Test C”, you end up with only “Test C” for a value. The only way to make sure you don’t blow out existing values is export the existing data, massage it, and then import.
To say the least, that is not the same type of behavior you’d expect with a Tags field.
Will Mayall
I agree. Take a look at the tag feature in AgileCRM. It is very useful to create your own tags that can group multiple contacts and can identify groups within groups. e.g. Source, campaign, use case, etc.
NEED THIS!
Wow. Tagging is not implemented, and it looks based on previous posts that hubspot doesn’t understand how important and flexible this feature makes a CRM? This is a problem. This could be very well what has me move back to our previous CRM… we hadn’t moved over all the data yet, as our team in marketing is really pushing for hubspot… but to not be able to have a tag cloud (in our case to be able to use for locations around the world) is a problem…
It’s really disheartening that this basic feature is still an issue. I don’t know any CRM that doesn’t have this. To say this has been requested for years is daunting.
Needed. Standard in almost every other CRM for a reason. Used widely by just about everyone.
I use custom fields where I know a value or want absolute interogation of the data. However, there is simply no alternative to tagging for quick, “anything” tagging that can be searched for later.
Yes that means it may not be perfect, but then just be aware of that when searching.
I agree that tags would be VERY helpful.
Why not just create a custom property called “Tags”, then add a set of pre-determined values as accepted properties for this?
Depending on how many values are needed, you could allow a free-text field, but this runs the risks of typos or duplicate/similar entries.
I have done this, and it works much better than pre-determined tags. I also added a value “Other”, which triggers a workflow for me to ask the colleague why they’ve assigned “Other” - i.e. is there a value missing, or do they need extra training?
You can then filter within the company/contact overview based on tag type.
not being able to tag our customers prevents us from using hubspot at all
+1 to the idea of tagging
Wow, three years after the first post on this topic and still nothing. As EpicRob says “Standard in almost every other CRM for a reason. Used widely by just about everyone.”
I’m going to try to use lists and see if that works for me - otherwise, how do we group our contacts?
Hi - there does not seem to have been any response from Hubspot on all these requests in quite some time - is it possible to get an update from them as to whether this has gone anywhere within the development schedule or is just not going to happen?
I looking at Hubspot to replace my legacy CRM, where we used tags to segment our contacts and companies. Does anyone know when or if Hubspot even has a tag feature in their future development plans?