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
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
Working on
-Researching
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
-There are known issue when adding/connecting your HubSpot account. Please let me know if you experience either of these:
--You are redirected to a domain that starts with 'app-eu1'.
--You get stuck in a loop after selecting your HubSpot account, unable to move forward.
Changlog
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
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Guy Taylor | hubtags.io
Tag Contacts Beta
A complete oversight on my part, @DaisySerrano. Sorry about that. Using the bulk option in my original directions will overwrite existing tags. Now I will share a better approach. This will restore your previous tags and allow you to add(bulk edit) more tags without removing existing ones.
1. Download property history, image below:
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2. You will see multiple columns each one representing a different history of the property. Delete all columns except for 'Email' and the one 'HubTags' column with the history you want restored. Once done your CSV should have just two columns formatted to look like the image below.
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3. Add any desired tags to the HubTags column. Below is a example using google sheets and the concate function, but you can accomplish this in any way you like. Make sure each tag is separated by a semi colon or comma. In the below video I forgot to input a semicolon before Yellow.
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4. Review the CSV once more to ensure it follows HubTags import directions. Image below:
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5. Import via HubTags. You can login by clicking our icon. Located in top right of your browser if pinned. Image below:
That's it. After the import the HubTags property for all contacts listed in your CSV will be updated.
The steps I provided here can be used for bulk edit at anytime but it is cumbersome. I will add easy bulk edit to the feature requests.
Tag Contacts Beta
Thank you! @DaisySerrano. Good questions.
1. It is possible to edit tags using native HubSpot but I can very much understand why it would feel natural to do that via HubTags. I have added this to the official feature request list, a good suggestion. In the mean time if you would like to edit a tag > go to HubSpot settings (little gear icon) > select properties from left-hand side menu > search for 'HubTags' > hover and click 'Edit' > here you can edit your tags and click save.
2. Yes, this is possible. Best to use native HubSpot for this one. Go to contacts page > Use HubTags to filter down to just the contacts you want. For example you can filter to show all contact not tagged with something > click the bulk select button > search for HubTags property > tick all the tags you want to apply to these contacts.
1. Rename tags
2. Bulk edit
Tag Contacts Beta
Tag Contacts Beta
Tag Contacts Beta
Tag Contacts Beta
Tag Contacts Beta
Great, thank you @GuyTaylor. I've successfully downloaded it but am not able to get to this screen- can you please advise how I can start adding tags to my Hubspot contacts?
