Tag HubSpot Contacts Beta

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Top Contributor

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

Visit our website(blog post) for more details: HubTags Website

Videos
-Install & Setup  
-How it works <-- coming soon, for now please self explore.

Changlog
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

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


1.6
-It is now possible to edit, delete, and execute other common table actions after filtering thru 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.
-Common table actions now work

Screenshots
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24 Replies 24
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@GuyTaylor, this is so cool!! I would LOVE to try this out!

 

@bencesales this is what you were asking about in your post!

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Thanks so much for the kind words @EmmaWashington.

You'll be our firt beta user! I'll share install details and a basic overview tomorrow. Fair warning it's pretty basic at the moment : )

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Esteemed Contributor | Elite Partner

How are you doing this - is this a Chrome extension? @GuyTaylor 

Daryn Smith
Chief Strategy Officer
Huble Digital
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Hi @darynsmith,

Yes, this is a chrome extension which allows the UI to display and contacts API which allows the filtering.

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Hey Guys, noticed your comments about tagging and wanted to invite you to try out HubTags.

 @Kornicus @gobiyovi @bmauger @garyo @leajohanna @nikita93 @kkoym @magdalenao @DKS @Kmoloo 

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New Contributor | Gold Partner

Great! Me very happy.

 

I can't wait to try it!

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Occasional Contributor

is there a short short video that you could share?  low production value, just to get the concept would be great.

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@kkoym Absolutely! Link below:

HubSpot video update 1

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Occasional Contributor

Looks interesting! Keep me in the loop.

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New Contributor

@GuyTaylor   I'd love to try the beta for this. 

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Occasional Contributor

Thanks! This is very cool! Can we get a beta download link?

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Top Contributor

@gobiyovi Thanks for the kind words!

I hope to share a download link this week. 👍

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Esteemed Contributor

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
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@JustinPerkinsC  a good question.

We are in fact using the existing HubSpot filtering system via API. You might be thinking can't this already be done without anything extra, the answer is mostly yes!

Most of the functionality we are offering already exists within HubSpot but from reading all the posts in the community it seems the process of tagging could be made easier.

So our hope here is first just to make a easier to use and dedicated tagging system. After which we have some ideas for new functionality (which doesn't exsit) that can be built on top of it.

If you have any input/ideas, it would be greatly appreciated.

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Esteemed Contributor

My thoughts were more security related to granting an application not directly built into HubSpot access to information/data. Be good to know what data is, if any shared/stored/etc. 

Justin Perkins
Solutions Engineer
JPerkins@contractlogix.com
Contract LogixLinkedin
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Ah, I see. A good point to raise.

I would be happy to see this on the HubSpot marketplace. They do not encourage submissions from fledgling products but if a sufficient number of people find it useful it would be great to get this approved into the official marketplace.

At the moment everything is done thru the existing HubSpot system. Data never leaves your machine, nothing is sent to us. 

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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!

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