what is the difference between automation labels and lead labels?

I would like to have multiple pipelines for different types of clients. So when setting up automations to immediately create a new deal from a new lead, I need the lead/deal to go into the correct pipeline.

I see that I can set labels both when creating a new lead and when creating a new automation. But these two label areas don't seem to sync. So what is the difference and how should I correctly make the above happen?

Many thanks!

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Answers

  • Josh Buesking
    Josh Buesking Member Posts: 172
    5 Insightfuls First Anniversary First Comment First Answer
    PIPEDRIVE USER

    Different set of labels.

    Labels just help you organize items into categories. Items are deals, leads, contacts, projects, automations whatever. Each have a complete separate set of customizable labels.

    Automation labels help you organize types of automations. I have a different label for each item they affect so I can see what automations are for deals, contacts, and projects.