Is there a way to setup an automation which pulls the organisation label through as the deal label o

Christine Bailey

Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?

Liz (Ops Designed)

Hi @Christine Bailey in case you haven't yet gotten this question answered:

• Here's a 3:40 min video answering both of those questions. Hope it helps!

If you'd like any additional help, or want to explore Zapier, please feel free to get in touch.

Best,

Liz

Amit Sarda (AmitSarda.xyz)

You can't do this using Pipedrive automation, but can easily do this using Make/Integromat.