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

Working on
-Public app
-Depedant/child 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
-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

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

98 Replies 98
PStruckmann
Member

Tag Contacts Beta

Hu Guy , 

 

great idea about the TAGs . would like to test it and even happ to pay once it goes stable . however i have the problem that despite thinking to have it integrated correctly . it just satsyu loading constantly : 

 

PStruckmann_0-1661418165536.png

 

tried on 3 different browsers 

using v 3.0.3

 

 

scopoes set are : 

 

PStruckmann_1-1661418392437.png

 

 

what else could be wrong ?

 

best regards

 

Patrick

 

 

 

 

 

GuyTaylor
Guide

Tag Contacts Beta

@PStruckmann I released a new version of HubTags. Please let me know if the issue is still taking place for you.

If yes, I should be able to track it down more easily now with your help.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

@PStruckmann Thanks for the detailed report!

So far the only way I am able to recreate this issue is by removing permissions or opening HubTags on a non-connected HubSpot account.

It looks like permissions (scopes) are correct so this probably is not the issue (but you could allow all permissions just to test).

I have exhausted all simple solutions to this issue.  When time permits I will try to do a deep dive into this and figure it out. I may have some follow up questions for you so plz ping via my website chat at HubTags.io.

Guy

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

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.

rgschultz65
Participant

Tag Contacts Beta

I installed HubTags a couple days ago and used it while manually entering a list of ~254 contacts. When I go to the Contacts page to search for those I tagged, I only get 100 contacts. Am I doing something wrong?

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Hi @rgschultz65,

I'll help you troubleshoot this but please head over to hubtags.io and drop me a message there. Bottom right corner is a button to send a message.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Hi Everyone, HubTags is now available as a HubSpot private app. Below are the the details on how to migrate over to using this new version of HubTags. This is also the solution should you no longer have access to API keys.

1) Update HubTags to latest version: Video
2) HubTags private app setup: Video

kvonloesecke
Community Manager
Community Manager

Tag Contacts Beta

Thanks for these updates, @GuyTaylor


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RKuzub
Participant

Tag Contacts Beta

Hi @GuyTaylor I'm trying to set up the HubTags, but when trying to get an API key I got 'Private apps are replacing API keys' message and can not generate one. I've tried to read the thread but did not find the solution, the video shows the old way. According to the 'developer community update': 

Starting July 15, 2022, we will no longer allow new API keys to be created. Existing API keys will work until November 30th, but accounts which do not have an API key, as of July 15, 2022, will not have access to create a new API key. API calls made with API keys on or after Nov 30, 2022 will return 401 errors.

 

How do I set it up now when API keys are not supported?

 

RKuzub_0-1658759424135.png

 

GuyTaylor
Guide

Tag Contacts Beta

Hi @RKuzub , thanks for your patience. Below is the solution:

1) Update HubTags to latest version: Video
2) HubTags private app setup: Video

GuyTaylor
Guide

Tag Contacts Beta

@RKuzub Thank you for the screen shot and detailed description, that is so helpful!

I am working on this solution as we speak, I should have it ready this week. I will post here the moment it is done.

GuyTaylor
Guide

Tag Contacts Beta

Real time chat is ready at: HubTags.io

Please go to hubtags.io and click the chat button (in bottom right) to chat with me in real time and get a faster response. This will be helpful to more quickly troubleshoot issues/bugs. Also you can share feedback/ask questions there.

0 Upvotes
keogab
Participant

Tag Contacts Beta

@GuyTaylor is it still possible to add tags to a deal?

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Hi @keogab, yes this is possible.

GuyTaylor
Guide

Tag Contacts Beta

@BGroup @TOne The bugs you were experiencing are now fixed in version 2.9.9. It may take a day or so for the latest build to hit your computer. 

Thank you for your patience.

MDzialo
Member

Tag Contacts Beta

Hey there! I just installed HubTags and tried to start using it but it wasn't working for me and I couldn't find any videos to help walk me through how to actually create and manage the tags. When I clicked on "add tag" and tried to add some words, they just disappeared. Any advice? 

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

@MDzialo Thank you for this report. The words shouldn't be disappearing. Could you send a screen recording of the issue taking place plz. It will greatly help me diagnose and resolve it.

0 Upvotes
a_mccarthy
Member

Tag Contacts Beta

Hi there, So glad to have the tags feature. I keep getting an error when I try to filter tags. See screenshot...any advice?Screen Shot 2022-02-17 at 11.57.59 AM.png

 

GuyTaylor
Guide

Tag Contacts Beta

Hi @a_mccarthy I'm still researching this and could use a bit of input if you don't mind. A screen recording we would extremely helpful.

If you are on a Windows machine and press F12 this will open up a side panel with losts of technical details within it , called the console log. Image attached. Can you open this up this console log then create a screen recording which includes the URL bar and recreate the issue plz?


console log.png







Many thanks,
Guy

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

@a_mccarthy Thank you for this report! I am investigating this right now.

0 Upvotes