Tag HubSpot Contacts Beta

[GuyTaylor]

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  

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

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

Working on
-Create tags via import
-Multi-account support

Feature requests
-Tag sync. Keep all the tags in sync across multiple platforms such as HubSpot & SalesForce.
-Tagify all properties(filters). Allow me to interact with all the filters in a tag-like manner. 
-Search for tags. Scrolling up/down a list is fine but once I get to 1,000+ tags it will be better to search.
-Support for multiple HubSpot accounts
-Tag & sort tasks

Known issues
-Sidekick browser and HubTags don't work together [Fixed ✔]
-HubTags will visually appear in non-connected HubSpot accounts but it will only truely work with one account connected.

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
-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.

1.8
-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.

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.

Screenshots

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Guy Taylor | linkedhub.io

[EmmaWashington]

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

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

[GuyTaylor]

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 : )

[darynsmith]

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

[GuyTaylor]

Hi @darynsmith,

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

[GuyTaylor]

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 

[F_Prandini]

Great! Me very happy.

I can't wait to try it!

[kkoym]

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

[GuyTaylor]

@kkoym Absolutely! Link below:

HubSpot video update 1

[DSS-Gary]

Looks interesting! Keep me in the loop.

[JburkeMerit05]

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

[gobiyovi]

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

[GuyTaylor]

@gobiyovi Thanks for the kind words!

I hope to share a download link this week. 👍

[JustinPerkinsC]

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

[GuyTaylor]

@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.

[JustinPerkinsC]

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. 

[GuyTaylor]

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. 

[GuyTaylor]

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

[EmmaWashington]

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!

[GuyTaylor]

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

[GuyTaylor]

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

[GuyTaylor]

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

[GuyTaylor]

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

[GuyTaylor]

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

[MariaMilea]

@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]

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.

[GuyTaylor]

HubTags version 1.8 is released. Click here for details.

[GuyTaylor]

HubTags version 2.0 is released. Click here for details.

We are working on one more round of improvements for importing and adding a new multi-account featre. Images below:

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[LBrigg]

can the tagging work to sort tasks???