Contact or Company Tags?

Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?

163 Replies
New Contributor

How does Hubspot not have tagging? PLEASE ADD

New Contributor

Yes Please!!!~

New Contributor

Fantastic. Can't believe this hasn't been implemented yet.

Regular Contributor

I can.   HubSpot is just as bad as Google. They get people to put in critical business information that they can mine for relationships and statistics that they can sell to others as "market intelligence."

 

They do not care about fixing problems, they care about forcing people to use Chrome so they can leverage the insecurities that that browser offers. They won't add features likes tags or multiple contact email because there is no incentive

 

We've decided to abandon our HubSpot account and switched to using a whiteboard because we know we can always add additional features to our handwriting, and it's much more secure.

Occasional Contributor

I agree. The user-defined nature of tags is an important feature that a custom property doesn't have. Hubspot needs tags.

Visitor

Tags for not only Contacts & Companies but creating campaigns & projects would be a quick and easy way to group all activities under one banner.

 

Asana does it really well:

https://asana.com/guide/help/tasks/fields

Occasional Contributor

Here is my "Tags" work around in Hubspot...

 

Create a Property called Tag, Tags or whatever you want to  use...

 

Set it up as a Multiple checklist

 

Add whatever labels you like as you would with Tags on other products.

 

I sort most all lists based on some "tag" label under the property "tag" or "tags" or whatever

Visitor

That's great but our subscription doesn't allow us to create Properties.

Occasional Contributor

You can create any property you like in any Hubsport Sales CRM, Free, Starter or Sales Professional...( I just spoke with Tech Support)

 

Click on gear icon...

 

Click on properties...

 

Under Property settings.. click on "create property" (under contact, company or deal)

 

Name your Property ( use multiple checkboxes under field type)...

 

Add as many labels as you like...

 

Caution ...if you try to mass add a label... you will wipe out existing labels.. (this is the biggest drawback of not having true "tags")

 

Hope that helps...

 

 

Visitor

Properties greyed out.jpgProperties greyed out Smiley Sad

Occasional Contributor

Your admin has the capability to turn on " edit property settings" for you or whomever they like.....

 

So, people who have "edit property settings" can do this.

 

Hope that helps and hope you and your admin can work out a plan that works for your team.

 

 

Visitor

Thank you!  I will try that and see how I get on with the Properties workaround.

Occasional Contributor

Thanks  @dtwuensch for the suggestion - I think that is the best workaround available and hopefully will do the trick for most people.  For us though the problem was that if using a multiple choice field you have to set up your labels or options in advance; whereas the proper tagging system we were hoping for  would allow you to create new tags at the point of editing a record.  So if you're looking at a contact  you might suddenly decide to tag them with something used for the first time - you don't want to have to go and edit the Properties  each time.

 

Here's an example of what I mean - creating "tag4" on the fly (in Zendesk, as an example).

 

tags.jpg

 

Thanks!

New Contributor

Please Please Please!!!

New Contributor

Tags would make this CRM way more dynamic for tracking and communication.  It is a feature that needs to be implemented.  I would be willing to try out a new CRM over this feature.

New Contributor

Currently testdriving the software for my company and it is the tagging feature I'm missing right-away. The regular search doesn't work well at all in my opinion, unless you know the exact contact or company name.

 

Custom properties looks like a weak rip-off and rather rigid version of a regular tagging system that's known to work fast and easy, so I'm surprised to see this thread which started in 2016 without any response from hubspot. Hopefully this will be included or at least some response be given before our evaluation period ends.

 

Update: Now been given the right to add a custom label, and testdriving this solution (mentioned above by somebody, thanks!):

- Add custom label (settings > properties > company properties > create a property > and name it (in my case "Manufacturing type" ))

- Choose Multiline text as  a Field Type

- For each company you can now freely add text to this field (in my case Milling, Machining, sheet metal, etc.)

- On the Company Contacts page, search for the property by clicking " Add Filter" , selecting the one you just made, select "contains exactly" 

- search for exact term, or search for part of the Multiline Text by using asterisks *.

E.g.: " mill* "  or " sheet*" to find all spellings or variants.

 

Up next: testdriving it some more with collegues.

New Contributor

We require an ability to assign teams as we have many projects inside an enterprise client.

 

Tags would be the best solution for us as our account delivery leads could assign tags to people that join a project or that interact with a project.

 

Otherwise we have an INSANE long list of projects to be updating and pruning in some ridiculous dropdown.

 

Regular Contributor

@BrettLanguirand 

 

Is there any update on this? 

 

Here's how we use tags in Outreach.io, and I'd like something similar in Hubspot. it's useful to be able to create a custom tag that gets indexed and you can use it to search for all contacts with that tag. 

 

Adding a tag - http://g.recordit.co/uW3mQ3MbEd.gif

 

Searching for contacts with tags - http://g.recordit.co/VUibhih74A.gif

New Contributor

Don't know how you guys have gone so long without this feature, and it's been open two and half years...

 

I'm guessing that "there's nothing so permanent as a temporary solution / workaround".

Occasional Contributor

We found one workaround that seems to do the trick for us: using a different CRM.  [wink]