Feature Request: Synchronize Organization Labels with Linked Contacts

treatagency

Current Limitation: When an organization's label changes (e.g., from "Prospect" to "Client"), the labels of linked contacts do not automatically update to match.

Requested Feature: Implement automatic synchronization between organization custom labels and their linked contacts' labels.

Use Case Example:

• Custom label options created for both organizations and contacts: "Client, Former Client, Suspect, Vendor"
• When an organization label is changed to "Client" (e.g., after winning a deal), all linked contacts should automatically update to "Client" as well

Benefits:

• Eliminates manual updating of multiple contact records
• Ensures data consistency across the CRM
• Removes the need for third-party integration tools
• Simplifies workflow automation

Implementation Note: This appears to be a straightforward mapping function that would enhance Pipedrive's native capabilities without requiring users to purchase additional solutions.

Manuel Oliveira

Hi @treatagency thanks for your feedback! Currently, there is no workaround for this use case, so it has been forwarded to our product team for consideration.