App Tutorial

Tagging Contacts in HubSpot: A Step-by-Step Guide

Jason Gong
App automation expert
Apps used
April 15, 2024

To add tags to contacts in HubSpot, create custom properties or use lists for segmentation. First, navigate to 'Settings', then 'Properties', and create a property named 'Tag' with 'Multiple checkboxes' for multiple tags. Finally, apply tags to contacts from the custom property dropdown.

This method enhances contact management, segmentation, and personalization in your marketing efforts.

Streamline your HubSpot contact management and automate with Bardeen for more efficient processes.

How to Add Tags to Contacts in HubSpot

Managing contacts effectively is crucial for any business, and tagging is a powerful feature in HubSpot that allows for better organization and segmentation of contacts. However, HubSpot does not natively support the concept of 'tags' in the same way other CRM platforms might. Instead, HubSpot utilizes custom properties and lists to achieve similar functionality.

While HubSpot does not natively support tags, you can achieve similar functionality through custom properties and lists. With Bardeen, automate your HubSpot contact management to save time and enhance accuracy. Download the Bardeen app.

Add Tags to HubSpot Contacts

To add what is effectively a tag to a contact in HubSpot, you need to create custom properties or use lists. Custom properties allow you to add specific information to contacts, which can then be used for segmentation, similar to tagging.

  1. Navigate to your HubSpot account and go to 'Settings'.
  2. Under 'Properties', find 'Contacts' and click on 'Create a property'.
  3. Name this property something indicative of a tag, such as 'Tag' or 'Contact Tag', and set the field type to 'Multiple checkboxes'. This allows you to add multiple tags to a single contact.
  4. Add the options for your tags in the 'Field options'. Each option acts as a separate tag.
  5. Once created, you can go to an individual contact and select the appropriate tags from the custom property dropdown.

HubSpot Contact Management

For broader contact management in HubSpot, including organizing and utilizing your tagged contacts effectively, consider the following practices:

  • Segmentation: Use the tags you've created as criteria for segmenting your contacts. This can be done by creating lists based on the custom property values (tags).
  • Automation: Leverage HubSpot workflows to automate processes based on tags. For example, you can set up a workflow to send a specific email sequence to contacts tagged with 'Interested in Product X'.
  • Personalization: Use tags to personalize your marketing efforts. By understanding the interests or behaviors associated with each tag, you can tailor your messaging to resonate more deeply with each segment.

Although HubSpot does not offer a direct 'tagging' feature, by creatively using custom properties and lists, you can achieve a similar outcome. This approach not only helps in organizing your contacts but also enhances your marketing and sales strategies through better segmentation and personalization.

Streamline your HubSpot workflows by integrating with Salesforce, LinkedIn, and Slack using Bardeen for more efficient multi-channel outreach and instant alerts.

Automate Your HubSpot Workflows with Bardeen

While HubSpot does not natively support tags, you can achieve similar functionality through custom properties and lists. If you're looking to streamline this process even further, Bardeen offers powerful automation capabilities that can enhance how you manage contacts in HubSpot. Automating contact management not only saves time but also ensures a higher level of accuracy and personalization in your marketing efforts.

  1. Save a Salesforce contact as a new HubSpot contact: Seamlessly transfer contacts from Salesforce to HubSpot, ensuring your CRM is always up-to-date with your latest interactions and customer data.
  2. Automatically Create HubSpot Contact from Gmail Email: This automation captures new leads directly from your Gmail inbox into HubSpot, turning every email into a potential sales opportunity.
  3. Copy all HubSpot contacts to Coda: Organize your HubSpot contacts in Coda with a single click, making it easier to manage and analyze your contact data across platforms.

Discover the full potential of your contact management strategy by downloading the Bardeen app.

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