CRM

GuyTaylor
Guide

Tag Contacts Beta

HubTags is a companion product for HubSpot CRM that allows you to tag contacts and consequently filter your contacts via tags.

Visit our website for more details: HubTags Website

If you use and enjoy HubTags please leave a good review here: Chrome Store HubTags

🏆Users who tested and gave helpful feedback
-Scottpoh
-Neil
-KateMcDee 
-Marni
-NeilFraser 
-DaisySerrano

-Karabarnes
-Kyle B.
-
Michael W.

Videos
-Install & Setup  
-How it works 

✔️Completed
-Create tags via import
-Create tags via sync
-Multi-account support
-Connect properties using AND/OR when running a filter
-Allow multiple 'OR''s
-Ability to search (not scroll) to find tags & properties
-Tafigy drop down and similar properties
-Tagify single & multi-line text properties (beta)
-'Most popular' feature
-Create, delete, and edit tags on the 'fly' i.e. from the invidivual contact page. Right click the tag to access edit/delete.
-Easier way to sign in. There is now a website with sign in button.
-Made drag & drop a bit easier to use(mostly visual changes)
-Drag & drop properties
-Bulk edit is now possible thru Native HubSpot
-Company tag/filter
-Deals tag/filter
-Public app

Working on
-Parent tags

Feature requests
-Ability to tag tasks
-Zapier integration. Trigger actions from applying a tag.


Needs more customer input:
-Tag sync. Keep all the tags in sync across multiple platforms such as HubSpot & SalesForce. 

Known issues
-I have solved all known issues as of 3.0.5. That is to say I have solved them to the extent I am able to test myself. If you experience any issues please do contact me here or via the hubtags website.

Changlog

3.0.5
-Fixed a variety of small issues (still more to do here)
-Connecting to HubSpot process greatly improved. You can now connect to HubSpot via a public or private app. I recommend everyone use the public app method unless they have a reason to do otherwise.

3.0.3
-Converted HubTags into a HubSpot private app. API keys are no longer required when using the private app version. Video
-Fixed a bug that displayed phantom tags (tags that were not really applied) if loading a contact profile via the search bar. Huge thank you to Kyle B. and Michael W. for discovering and working with me to fix this bug.
-Lowered the HubTags sidepanel starting position so it no longer blocks HubSpot UI in the top right.
-Also a big thank you to Miles for pointing us in the right direction for out next feature which is sub tags/child tags/dependant tags. Not sure what to call it yet.

2.9.9
-App-eu1 issue fixed
-Another bug related to API fixed

2.9.5 | Video
-Deals are now supported! Tag and filter deals just like you do contacts
-Click and drag to rearrange properties
-Bug with adding new account -- not fixed yet. Not for a lack of trying.  It is a allusive bug, but I will find the cause and fix it, I assure you. Thank you for your patience. 

2.9 | Video 
-Edit & delete tags on the fly is now possible via right-clicking the tag
-No longer need to click save after you apply tags
-Search is now available when applying tags
-Companies are now supported! Tag and filter companies just like you do contacts
-Speed improvements

2.8 | Video 
-Hubtags.io the website is now live. 
-Create, delete, and edit tags on the 'fly' i.e. from the invidivual contact page
-Easier way to sign in. There is now a website with sign in button.
-Made drag & drop a bit easier to use(mostly visual changes)

2.7 | Video
-Most popular featre implemented.
--You can now quickly select popular tags because they display at the top of the list. This is our first interation and we are very open to feedback: Are we correctly selecting the most popular tags? Do you want the ability to remove them? etc.

-Single & multi-line properties tagified.
--Single & multi-line properties can now be displayed in a tag-format within HubTags and used to filter. This is a beta feature which you need to enable via the new beta page.

-Account page
--We updated the UI and made few small improvements.


2.6 
-Big speed boost. Using HubTags to filter contacts produces much faster results than previously.
-Several small UI improvements.

2.5
-Video overview
-Tagify all properties
-Connect properties using AND/OR when running a filter
-Allow multiple 'OR's within a property
-Ability to search (not scroll) to find tags & properties

2.4

-Deleting accounts is now possible. Go to accounts page > click edit button > a little 'X' appears next to each account.
-Sync feature simplified. I didn't hear alot of inpurt/support for this feature so we have simplified. Now sync is a one-time event that allows you to import tags. It is a alternative to using a CSV import. Perhaps you have built up alot of useful tags in HubSpot account A and need those tags in HubSpot account B. Sync allows you to import those tags very easily, just a few clicks, no need to deal with csv download/import. Sync is supplemental only, it will not remove tags.
-CSV import now makes it more obvious which account is selected as the destination.

 

2.2
-Multi-account support implemented
*Please note that tag sync is not built yet. You will see a sync button but it is just visual. 
This is a big feature and we have yet to build it. If anyone has specific use-cases they can share or details on how they would like this to work please do share that with me.

2.0
-Simplified import feature. There is a new screenshot with directions on how to import at bottom of this post.
-Importing can no longer remove tags, only supplment them.
-Use commas or semicolons to separate tags, both work.
-We correct for common mispellings and common formatting mistakes
-One more major update to improve the import feature is coming.

 

1.8
-Combine HubTags & Native HubSpot filters. [Beta]
-HubTags accepts CSV import which allows you to create tags and apply them to contacts. [Beta]*
-Exclude button now appears upon hover without morphing button size/position.
-Left click HubTags icon to view settings
-Sidepanel has a show/hide button > right click HubTags icon to access it.

 

1.6
-All table actions are now compatible with HubTags
-Fixed a few issues effecting small number of users who click find API key button. Thank you Marni for the detailed video/feedback about this!
-Made it easier to add filters by removing drop down and making tags immediatly accessible.
-Sidepanel now stays in whatever state the users leaves it - remains open until a users closes it and vice versa.

 

1.5
-Open/collapse UI implemented
-Click apply with zero filters > update contact page
-Click apply > closes filters UI
-Clicking 'Start using HubTags' > redirect user to HubSpot contacts page and open sidepanel
-Make exclude button visible on tags without hover. Delete option only visible upon hover
-Exclude/delete button positioning adjusted a bit



1.4
-UI fixes/improvements
-Exclude filter implemented. Hover a tag > click the exclude icon.
-Deleting tags works in a more complete way and requests confirmation before taking action. 
-API key helper. We now guide users on how to get their API key.
--Filter results. We now display data for the most common columns: Email, Phone number, Contact owner, Associated company, Lead status, Created date


Screenshots
Cover.png


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StateCity.png


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Manage.png

 

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Import.png

 

 

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Import directions.png

 

 

 

 

 

 

 

 

 

 

 








Guy Taylor | hubtags.io

99 Replies 99
NeilFraser
Participant

Tag Contacts Beta

Thank you so much Guy - brilliant. Loved the presonalised message also!
I hadn't grasped that I needed to create a tag first and couldn't get it to work as I used a space bewtween payment and overdue but got around it by using payment-overdue!

Also thought the 'othetr than' button was 'delete' - stupid me!

 

Thanks anyway, I've got this now.

 

NeilFraser
Participant

Tag Contacts Beta

How do I  TAG and SEARCH please?

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

HubTags version 2.4 is released. Click here for details.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Hi @HKroon, a good question.

At the moment the product is pretty rough - its not yet polished visually or technically. However, once we validate the product makes a good first impression on most users we will submit to the marketplace without delay. If things goes well I suspect, emphasies on suspect, that will be in a few months.

Guy Taylor | linkedhub.io

HKroon
Participant

Tag Contacts Beta

Why is this not posted in the Marketplace?

GuyTaylor
Guide

Tag Contacts Beta

HubTags version 2.2 is released. Click here for details.


0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

--

0 Upvotes
LBrigg
Participant

Tag Contacts Beta

can the tagging work to sort tasks???

GuyTaylor
Guide

Tag Contacts Beta

Hi @LBrigg, no such feature at this time but it seems like a good request! I have added tagging of tasks to the list.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

HubTags version 2.0 is released. Click here for details.

GuyTaylor
Guide

Tag Contacts Beta

HubTags version 1.8 is released. Click here for details.

0 Upvotes
MariaMilea
Contributor | Diamond Partner
Contributor | Diamond Partner

Tag Contacts Beta

@GuyTaylor - this looks very interesting! Would this also work in an integration scenario? Say for example we integrate HubSpot with another platform which uses tags and we would like to connect and keep the tags between the two systems in sync?
Thank you! 

GuyTaylor
Guide

Tag Contacts Beta

Thanks @MariaMilea, this is a excellent idea!

My initital thoughts... it's very do-able and would be a useful feature. I would prefer to build a direct integration and skip past Zapier(and similar products) for now. So what product should we integrate with first?

Timeline - We are currently working on a import feature. This will allow you to import tags via excel or similar file. I'm sure this will take several iterations to get right and polish. Once the import feature is complete, barring something unforseen, we can start work on this tag-sync feature.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Moved details on this answer into primary post at top of thread: Click here.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Moved details on this answer into primary post at top of thread: Click here.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Moved details on this answer into primary post at top of thread: Click here.

GuyTaylor
Guide

Tag Contacts Beta

Move details on this answer into primary post at top of thread: Click here.

GuyTaylor
Guide

Tag Contacts Beta

Move details from this answer into primary post at top of thread: Click here.

GuyTaylor
Guide

Tag Contacts Beta

Move details on this answer into primary post at top of thread: Click here.

EmmaWashington
Top Contributor

Tag Contacts Beta

Excellent @GuyTaylor! Back in the day I used Active Campaign, where you can use a ton of tags. I've been strictly HubSpot for some years now, but still get asked about them. Of course custom properties take the place of tags, but if you have lower levels of HS, our aren't as comfortable using it, tags could be a lifesaver.

 

Thanks for the video!

JustinPerkinsC
Top Contributor

Tag Contacts Beta

interesting so you are developing a chrome plug-in to support these versus in system functionality?

Justin Perkins
Solutions Engineer
JPerkins@contractlogix.com
Contract LogixLinkedin