We are trying to find a way to flag priority contacts based on triggers. Ideally, if a contact responded to a one to one email, it would flag the contact so when someone sees the record it would stand out as being a priority contact due to their action. I tried to see if we could create a workflow that pinned a note to the top of the record based on a trigger, but that wasnt possible. It sounds like I am looking for something like a Deal Tag, but it looks like that is only possible with Deals.
The best solutions I have found are using workflows to update a property based on an action, a trigger creating a task, sending a notification to a user when an action occurs or adding them to a list.
It doesnt sound like HS allows for color coding contacts. Are there any integrations that could help with this? I found supered, but not sure it is the right solution.
2) Yes, workflows can be triggered by one-to-one emails. To do this, you would click into the enrollment criteria of a workflow, add a filter, then change the dropdown from whatever object it current refers to to activites. Under activities you can specify activity type to filter for one-to-one emails, activity date (e.g. less than 1 day ago) etc.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Good news, HubSpot is introducing colors in properties! This is a currently private beta. You can check if you have access under Settings > Product updates > All product updates. (If not, you'll have be patient for a bit longer.)
This can be help with the second part of your question.
CRM
Apply colors to property options
February 12, 2025
What is it?
You can now apply colors to property options, enabling a more visually-driven, delightful experience in the CRM.
Why does it matter?
Property option colors make skimming an index page table or record page to get actionable insights easy and fast. For example, you can:
Apply red, yellow, or green dots to a custom ‘status’ property, so that users can immediately focus on blockers when viewing an index page table
Color-code a default ‘type’ property such as lead type or deal type, so that you can quickly glance at a record and understand what category it falls into
How does it work?
Settings > Properties > Edit Property > Field Type > Option display mode
For multi-value enumeration properties, users can choose ‘text inside colored tag.’
For single-value enumeration properties, users can choose the ‘text with colored dot’ or ‘text inside colored badge’ display options.
Good news, HubSpot is introducing colors in properties! This is a currently private beta. You can check if you have access under Settings > Product updates > All product updates. (If not, you'll have be patient for a bit longer.)
This can be help with the second part of your question.
CRM
Apply colors to property options
February 12, 2025
What is it?
You can now apply colors to property options, enabling a more visually-driven, delightful experience in the CRM.
Why does it matter?
Property option colors make skimming an index page table or record page to get actionable insights easy and fast. For example, you can:
Apply red, yellow, or green dots to a custom ‘status’ property, so that users can immediately focus on blockers when viewing an index page table
Color-code a default ‘type’ property such as lead type or deal type, so that you can quickly glance at a record and understand what category it falls into
How does it work?
Settings > Properties > Edit Property > Field Type > Option display mode
For multi-value enumeration properties, users can choose ‘text inside colored tag.’
For single-value enumeration properties, users can choose the ‘text with colored dot’ or ‘text inside colored badge’ display options.
A simpler and easier option would be settling on an eye-popping emoji, creating a custom property that either has the emoji in its name or as a drop-down option and placing it in the left record sidebar.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
1)- In regard to the development tools, would we be able to create visual highlights on the contact record through the UI extension? I am not a developer, so I wasn't sure how that would be done.
2) I really like this easy option. DO you know if a workflow can be triggered by one to one emails?
2) Yes, workflows can be triggered by one-to-one emails. To do this, you would click into the enrollment criteria of a workflow, add a filter, then change the dropdown from whatever object it current refers to to activites. Under activities you can specify activity type to filter for one-to-one emails, activity date (e.g. less than 1 day ago) etc.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
