App Tutorial

Tagging in HubSpot: A Step-by-Step Guide

TL;DR

HubSpot does not have a direct 'tagging' feature but allows users to organize contacts and deals using custom properties and the 'Deal Tags' feature. Custom properties can categorize contacts, while 'Deal Tags' help prioritize deals.

These methods provide a flexible way to segment and manage CRM data effectively.

Enhance your HubSpot efficiency by automating workflows with Bardeen.

How to Add Tags in HubSpot

HubSpot, a leading CRM platform, does not offer a direct 'tagging' feature as seen in other CRM systems. However, HubSpot users can achieve similar functionality through the use of custom properties and the newly introduced 'Deal Tags' feature. This guide provides comprehensive instructions on how to organize and prioritize contacts, deals, and tickets using these methods.

Integrate HubSpot with other applications like Salesforce, LinkedIn, and Slack to enrich and speed up your multi-channel outreach and receive instant alerts.

How to Add Tags to Contacts in HubSpot

Since HubSpot does not support direct tagging for contacts, users can create custom properties to categorize contacts based on specific criteria. Here's how:

  1. In your HubSpot account, navigate to 'Settings' > 'Properties'.
  2. Click 'Create property' and select 'Contact' as the object type.
  3. Name the property (e.g., 'Client Type') and select 'Multiple checkboxes' as the field type.
  4. Add options that represent your tags (e.g., 'Consultancy', 'Training').
  5. Save the custom property and add it to your contact records as needed.

This method allows for filtering and searching contacts based on the selected options, effectively functioning as tags.

HubSpot Deal Tags

HubSpot's 'Deal Tags' feature enables users to prioritize and organize deals within the CRM. This feature is available for accounts with Sales Hub or Service Hub subscriptions. To create deal tags:

  1. Go to 'Settings' > 'Objects' > 'Deals'.
  2. Click on the 'Pipelines' tab and select 'Customize deal tags'.
  3. Click 'Add tag' to create a new tag. You can choose a preset tag or create a custom one.
  4. Configure the tag's name, color, and applicable pipelines.
  5. Set up filters to determine when the tag should be applied to a deal.
  6. Save the tag.

Deal tags appear on deal cards in board view and can be used in saved views, reports, workflows, and lists.

Automate your HubSpot workflow with Bardeen. For instance, automate ticket and deal creation directly from your inbox. Download the Bardeen app to get started.

HubSpot Contact Tags

For tagging contacts, the recommended approach is similar to creating custom properties for contacts. Additionally, HubSpot users can utilize third-party solutions like HubTags for more traditional tagging functionality, although it's important to note that HubTags has been deprecated.

Despite the lack of a built-in tagging feature, HubSpot's custom properties and deal tags offer flexible and powerful alternatives for organizing contacts, deals, and tickets. By leveraging these features, users can effectively segment and prioritize their CRM data.

Automate Your HubSpot With Bardeen for Efficiency

While HubSpot offers powerful CRM functionalities, including the ability to add tags as described above, automating repetitive tasks can significantly enhance productivity and ensure data consistency. With Bardeen, users can integrate HubSpot with other applications to automate workflows, such as ticket and deal creation, directly from their email inbox or other triggers.

Here are some examples of how you can automate your HubSpot operations with Bardeen:

  1. Create HubSpot ticket: Automatically generate a new support ticket in HubSpot for efficient issue tracking and customer service management.
  2. Create a HubSpot Ticket using OpenAI when a label is added to an email: Use AI to analyze the content of an email and create a detailed HubSpot ticket, enhancing customer support with minimal manual input.
  3. Create a new HubSpot deal using OpenAI when a label is added to an email: Initiate a new deal in HubSpot based on the content of a labeled email, streamlining sales processes and ensuring timely follow-ups.

Embrace the power of automation to make your HubSpot workflow more efficient. Get started by downloading the Bardeen app.

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author
Jason Gong
Apps used
HubSpot
LAST UPDATED
May 23, 2024
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