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.

164 Replies
mseibert
New Contributor

It's an easy and lightweight way of starting to collect info about contacts. As a beginner I am missing this in HubSpot.

BrianMcM
Regular Visitor

We have this same requirement for "flexible tags".  We are transitioning from Copper CRM (was called Prosperworks) for the marketing platform at Hubspot, not for the CRM.  The CRM seems deficient compared to Copper, which itself is far from perfect.  The main problem so far is the lack of flexible tagging which allows a Custom Field or Property named Tag Name and allowing for automatic assignment of tag names to its list as they are required.  In Copper, those tag names can be searched in Company, Contacts (People) and Deals (Opportunities) for something like product interest.  This allows the easy creation of lists for marketing campaigns or supplier reports.  The list can be edited and tags merged in case multiple tags are used for the same thing, either by error or by an abbreviation.  This would be very difficult to do with a multiple checkbox list as it would require diligence during record creation and would be difficult to edit, as a filter could not be used to add or change tags for a group of records.  Here is the Copper description:  https://support.copper.com/hc/en-us/articles/360000630371-Adding-and-editing-Tags

pancharatna2
New Contributor

We created a cutom "tag" property with multi-select options. BUt there is no way to add an option on the fly. IT requires going to settings/crm/data/properties searching for the propery and editing it. WAy to time-consuming, plus unavailable to those without access to editing properties.

 

Also in another CRM i use, tags can be organized in outlines which is handy. They aer easy to search on too.

 

 

LaMa
Occasional Contributor

Please add a tag feature