How to Use Tags Effectively in Pipedrive
Overview
Tags in Pipedrive are a powerful yet often underused tool that can help you organize, filter, segment, and prioritize your leads, contacts, and deals. Whether you’re managing a large database or streamlining workflows, using tags effectively can drastically improve your CRM efficiency.
This guide shows you how to create, apply, manage, and optimize tags in Pipedrive for better tracking and automation.
✅ What Are Tags in Pipedrive?
Tags are labels you can apply to:
- Contacts (People & Organizations)
- Leads
- Deals
They allow you to add additional context or grouping criteria to your data, such as:
- Lead type
- Customer segment
- Campaign source
- Product interest
- Status or priority
🛠️ How to Add Tags in Pipedrive
For Contacts or Deals:
- Go to a Person, Organization, Lead, or Deal detail view
- Click the “Tag” section near the top (or in the sidebar)
- Type your tag and press Enter
- Use existing tags or create a new one instantly
📌 You can add multiple tags to a single item.
✏️ How to Bulk Add Tags
- Go to the List View of Leads, Deals, or Contacts
- Select the records you want to tag
- Click “Edit” > Choose “Tag”
- Add one or more tags and click Apply
💡 Perfect for tagging leads from a recent campaign or import.
🔍 How to Filter by Tags
Use the Filters panel to:
- View all deals with a specific tag (e.g., “VIP” or “Hot Lead”)
- Segment contacts by campaign tag (e.g., “Event 2025”)
- Build custom views for better pipeline visibility
📋 Best Practices for Using Tags Effectively
| Tip | Benefit |
|---|---|
| Use consistent naming conventions (e.g., lowercase, hyphens) | Avoids duplicate or confusing tags |
| Limit the number of tags per item | Prevents clutter and increases clarity |
| Review and clean up tags regularly | Keeps your CRM tidy and organized |
| Combine tags with filters | Create powerful segmented lists |
| Use tags for workflows | Automate follow-ups or status changes |
🧠 Common Use Cases for Tags in Pipedrive
| Use Case | Sample Tags |
|---|---|
| Lead qualification | hot-lead, cold-lead, qualified |
| Marketing segmentation | newsletter-subscriber, webinar-attendee |
| Campaign attribution | facebook-ads, trade-show-2025 |
| Customer tiers | vip-client, trial-user, enterprise |
| Sales priority | high-value, quick-win, long-cycle |
| Product interest | product-a, product-b, upsell-opportunity |
⚙️ Using Tags with Automations
While Pipedrive automation doesn’t yet directly trigger actions based on tags, you can:
- Tag new leads during imports or web form submissions
- Use custom fields or filters in automation workflows
- Trigger follow-ups or email sequences based on tag-defined segments (with integrations like Outfunnel or Zapier)
🧹 How to Manage or Remove Tags
To Remove a Tag:
- Open the record
- Click the “x” next to the tag you want to remove
To Edit Tags:
- You cannot rename tags globally (yet). Instead:
- Filter all records with the tag
- Apply a new tag to all of them
- Remove the old tag
💡 For advanced tag management, consider exporting, updating in Excel, and re-importing.
📈 Reporting with Tags
Tags can be used in Insights Reports by applying filters:
- Analyze deals by tag to see which campaign generated the most revenue
- Track close rates for deals tagged “qualified” or “event-lead”
- Segment lost reasons or sales velocity by tag
✅ Summary Checklist
| Action | Done? |
|---|---|
| Created consistent tag naming structure | ☐ |
| Added tags to new and existing records | ☐ |
| Used filters to segment by tag | ☐ |
| Cleaned up old or duplicate tags | ☐ |
| Leveraged tags in automation/reporting | ☐ |