CRM

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

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
-PRuh
-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
--

Changlog

3.0.7
-Fixed issues that prevented European customers from using HubTags. 
-Fixed issues around tag import.
-Add account via private or public app
-Improved the speed and performance
-Standardization of UI
-Parent tags
-Ability to reorder tags
-Edit tag > improved UX

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

1 Accepted solution
GuyTaylor
Solution
Guide

Tag Contacts Beta

SOLVE

Hello,

Version 3.0.7 is released. 

Video overview  

-Thank you for your patience! This has been a long time coming.

-Fixed issues that prevented European customers from using HubTags. If you are from Europe plz try HubTags again.

-Fixed issues around tag import. 

-Fixed issues around adding a account in general. Also updated HubTags to connect via public/private app.

-Improved the speed and performance. Many times we needed to display a 'loading' pop-up for actions. Now, in most places it goes much faster or needs no loading animation at all. Acheiving this was a very large/complicated process. It required us to implement unique values for all tags and optimistic UI. So it took some time but it is now done. However, you will notice a prompt requesting to update HubTags. Depending on how many tags you have this on average will just takes a few minutes.

-Standardization of UI. Selected tags always look the same. Unselected tags always look the same. Hover effects are always the same etc. etc. Perhaps this will feel a little odd at first but by standarizing the UI it will save us a great deal of time and allow us to move faster on some of the higher priority feature requests.

-New beta feature > parent tag. This is nothing but pure visual organization... for now. It's just a nice way to visually organize tags. However, it is the first step towards something larger - the ability to require a user to make a selection. For example if a user select the tag 'Sports' we can require them to follow up by selecting a secondary tag like 'Sprinting' or typing out a explanation. This requirement feature is not yet live.

-You can now reorder tags by just clicking and dragging them.

-Editing a tag has a much nicer UX.

View solution in original post

108 Replies 108
GuyTaylor
Solution
Guide

Tag Contacts Beta

SOLVE

Hello,

Version 3.0.7 is released. 

Video overview  

-Thank you for your patience! This has been a long time coming.

-Fixed issues that prevented European customers from using HubTags. If you are from Europe plz try HubTags again.

-Fixed issues around tag import. 

-Fixed issues around adding a account in general. Also updated HubTags to connect via public/private app.

-Improved the speed and performance. Many times we needed to display a 'loading' pop-up for actions. Now, in most places it goes much faster or needs no loading animation at all. Acheiving this was a very large/complicated process. It required us to implement unique values for all tags and optimistic UI. So it took some time but it is now done. However, you will notice a prompt requesting to update HubTags. Depending on how many tags you have this on average will just takes a few minutes.

-Standardization of UI. Selected tags always look the same. Unselected tags always look the same. Hover effects are always the same etc. etc. Perhaps this will feel a little odd at first but by standarizing the UI it will save us a great deal of time and allow us to move faster on some of the higher priority feature requests.

-New beta feature > parent tag. This is nothing but pure visual organization... for now. It's just a nice way to visually organize tags. However, it is the first step towards something larger - the ability to require a user to make a selection. For example if a user select the tag 'Sports' we can require them to follow up by selecting a secondary tag like 'Sprinting' or typing out a explanation. This requirement feature is not yet live.

-You can now reorder tags by just clicking and dragging them.

-Editing a tag has a much nicer UX.

RLundstrom
Participant

Tag Contacts Beta

SOLVE

Is this still available? I'm really interested in it.

0 Upvotes
DianaGomez
Community Manager
Community Manager

Tag Contacts Beta

SOLVE

Hi @RLundstrom, hope you are doing well!

 

Looks like it is still in beta and working:https://www.hubtags.io/

 

Best,

Diana


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PLorinczi
Participant

Tag Contacts Beta

SOLVE

Apparently there was an upgrade to 3.0.9 on Saturday 12/24? HubTags no longer working for me. Real bummer.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Sorry for any troubles, @PLorinczi.

Could you please share details about the issue, any visuals are appreciated.

Quick fix: a uninstall/reinstall will fix most issues. No data is lost by doing this. All data is stored within HubSpot. 

0 Upvotes
PLorinczi
Participant

Tag Contacts Beta

SOLVE

Ok, so, I tried uninstalling and reinstalling it. It gives me two choices for private or public. When I try to install the public, it gives me a warning that the app is not authorized and I am giving you access to sensitive information.

 

The first option is a private app where it takes me to set up a private app in HubSpot. Not sure what to do here.

 

Setup Screen 

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@PLorinczi Perfect!

You can choose public app. Not authorized means we have not been reviewed and approved by HubSpot, which is correct. 

Private app is also acceptable if you prefer. If you choose this option a button named 'find token' will appear. Click this and it will walk you thru the process  - only takes a minute or less.

0 Upvotes
PLorinczi
Participant

Tag Contacts Beta

SOLVE

I uninstalled and reinstalled. It is working now.

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Outstanding, thank you for the follow up.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

3.0.5 | Video
-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.

PStruckmann
Participant

Tag Contacts Beta

SOLVE

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

SOLVE

@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

SOLVE

@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

SOLVE

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

SOLVE

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

SOLVE

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

SOLVE

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

kvlschaefer
Community Manager
Community Manager

Tag Contacts Beta

SOLVE

Thanks for these updates, @GuyTaylor


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RKuzub
Participant

Tag Contacts Beta

SOLVE

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

SOLVE

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

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