HubSpot Pro Tips: Automatic Deal Tagging

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HubSpot has just dropped a new bombshell. A new feature that will turn the sales world on its head - automatic deal tagging!

Seriously, HubSpot users can now sit back and let the system categorize and tag their deals based on specific criteria.  How can this feature benefit your business? Let's dive in and explore the potential impact on the sales process.

How to Set Up Automatic Deal Tagging

Automatic deal tagging is like having a personal assistant for your CRM. HubSpot's new feature lets you sit back and relax while it automatically categorizes and tags your deals based on your chosen criteria. It's like magic, but without the wand. You can customize the criteria to fit your business needs - whether it's based on the company size, industry, or even the type of product or service being sold. Say goodbye to manual data entry and hello to organized and filtered deals!

Setting up automatic deal tagging in HubSpot is a straightforward process that can be done by following these steps:

Step 1: Identify the criteria for tagging your deals. This will depend on your business needs and goals. For example, you may choose to tag deals based on industry, company size, or product type.

Step 2: Create the tags that you will use to categorize your deals. You can create tags by going to the Settings tab in your HubSpot account, clicking on Properties, and selecting Deal properties. From there, you can create new tags by clicking on the Create a property button and selecting the Tag option.

Step 3: Set up your deal stages. Deal stages are the different stages that a deal goes through in your sales process. You can customize these stages to match your sales process by going to the Settings tab, clicking on Sales, and selecting Deals. From there, you can create new deal stages by clicking on the Create a new deal stage button.

Step 4: Create workflows to automatically tag your deals. Workflows are a powerful automation tool in HubSpot that can be used to automatically tag your deals based on specific criteria. To create a workflow, go to the Automation tab in your HubSpot account, click on Workflows, and select Create workflow. From there, you can set up your workflow to automatically tag deals based on the criteria you identified in Step 1.

Step 5: Test your workflows to ensure that they are working correctly. Once you have set up your workflows, it's important to test them to ensure that they are working as expected. You can do this by creating a test deal and verifying that it is tagged correctly.

The Benefits of Automatic Deal Tagging

Let's face it, manually categorizing and tagging deals is a tedious process, especially for businesses with a high volume of deals. But fear not, automatic deal tagging is here to save the day! By streamlining and automating the process, sales reps can finally focus on tasks that are more exciting than data entry.

In addition to saving time, automatic deal tagging also improves visibility and organization. With tags assigned to deals, businesses can easily filter and search for specific deals based on their criteria. This is a godsend for identifying trends and patterns in the sales process, which can be used to optimize and improve sales strategies.

Last but not least, automatic deal tagging helps sales reps prioritize their efforts. By tagging deals based on their potential value or stage in the sales pipeline, sales reps can easily identify which deals require the most attention and prioritize their efforts accordingly.

HubSpot's new automatic deal tagging feature is a game-changer for businesses looking to streamline their sales process. As HubSpot continues to innovate and improve its platform, we can expect to see more features like this that make the lives of sales reps easier and more productive. So go ahead, tag those deals with reckless abandon!

Need help getting started?

Our team of certified HubSpot experts can work with you to implement powerful HubSpot features (like automatic deal tagging) that best suit your sales and marketing needs. 

If you're looking to optimize your HubSpot setup to drive growth for your business, Bayard Bradford can help. We work closely with our clients to understand their unique business needs and goals, ensuring that their HubSpot setup is tailored to their requirements. With our expertise and support, you can streamline your sales process and achieve exceptional results for your business. Contact us today to learn more about how we can help you get the most out of HubSpot.