Contact or Company Tags?

ccds11

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?

HubSpot updates
May 21, 2020

@lizzie_p  @dtwuensch  Thank you for the quick replies here. We do think that, at this stage, "multiple checkbox" custom properties provide much of the same value. Certainly, there are places where they don't entirely fit the bill. And, it's not totally out of the question that we build tags some day. However, as of now, there are more pressing customer issues that our team needs to focus on to deliver the highest quality overall product. 

Status updated to: Not Currently Planned
May 21, 2020

Status updated to: Idea Submitted
May 21, 2020

Hello HubSpot Community, 

Thank you as always for your continued feedback, it helps us build a great product.

We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. At this time, adding tags is not something our team is currently planning to build natively into HubSpot. This is certainly subject to change in the future and we will update this idea if that becomes the case.

227 Replies
CF_ALG
Member

Adding to the chorus. Having tags would be immensely helpful for sorting Contacts. Creating too many custom properties gets cumbersome and confusing, and they don't translate well between Contacts and Companies. Other CRM systems offer this; we're considering switching to a platform that offers this. Please consider creating an update. 

ML-TroyW
Member

The need for users to be able to create multiple tags on contacts and companies on the fly really isn't just nice to have... it's a necessity.  There are 1001+ different reasons for it, and it would help users find what they are looking for quickly.  An example would be that I'm talking to a prospect and learn they are attending a tradeshow that I'm also attending, so I would tag them something like "ABC Tradeshow 2021"... and when the time comes for me to dig up that tag, I might have tagged 20 others with the same. But there could be multiple tags on any contact and they would NOT be just pulled from a pre-defined list but created by users on the fly.  So custom dropdowns on objects wouldn't work well for this use as was suggested to me as a workaround.  Would LOVE to see you prioritize and build this.

Spcott
Member
I agree with you ML-TroyW.
KMarsden
Member

I have just moved over to HS from ActiveCampaign where tags are fundamental to list creation and easy segmentation. We had just a few lists, and all campaigns were sent dynamically using tags. Already in HS we have over 100 lists which is slightly frying my brain. 

Amusik
Member

I can imagine that.

 

After some painful discovery, I came up with an approach that is not perfect - but it works.

 

1) I have a field called "Workflow trigger" and the idea is that you can insert any value in that field and that will trigger automations. At the end of the automation you clear the value from the field, making it possible to store another value in there and trigger other workflows.

2) I use this field to append values to a "multiple choice" field. So for example, I have a list of campaigs and events in one multiple choice property. And then when a person downloads "Report A" i trigger a workflow that appends "Report A" into the field. 

 

The end result behaves very much like tagging, but is obviously more cumbersome to work with and to modify. But when I built it once, it works in practice and its easy to expand as all of my workflow triggers are stored in one workflow.

Myonlinesafety
Member

We are converting from AGILE CRM to Hubspot and I find not having TAGS to be a disadvantage as I need a way to simply filter contacts - using the list system seems very clunky.

GuyTaylor
Guide

Hey @Myonlinesafety, I have a solution! It's called HubTags.

Give us a try, here is a link with more details: HubTags 


Guy Taylor
Hubtags.io | LinkedHub.io