Feature Request: Synchronize Organization Labels with Linked Contacts
treatagency
Member Posts: 2 NEW MEMBER
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.
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Comments
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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.
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