Feature Request: Synchronize Organization Labels with Linked Contacts

treatagency
treatagency Member Posts: 2 NEW MEMBER
edited February 27 in Ideas and Product Feedback #1

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

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,386 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers

    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.