Is there any way to automate a workflow for Labels

Georgia Harmon
Georgia Harmon Member Posts: 16
10 Comments
edited July 2022 in Ideas and Product Feedback #1

When an Organisation updates or changes a label, can the contacts in the Organisation also be updated to have the same label as an automation?

I cannot see how to make this automation work. Thanks

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  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,239
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited December 2020 #2

    Hi @Georgia Harmon 

    Unfortunately this is currently not possible in Pipedrive. You can set it up with Zapier however. Nonetheless, I'll pass this on to our team as a suggestion for improvements in the future, thanks for sharing!

  • Alex Stueber
    Alex Stueber Member Posts: 89
    Second Anniversary 10 Comments 5 Likes Elite + Premier Solution Provider
    edited February 2021 #3

    Hey @Georgia Harmon 

    What about using the "update Deal" as a trigger, I know its not the best solution but as @Mike van der Valk mention we cant trigger via Org & Person yet.

    However, if you have a Custom Field Called (New Tag for ORG & People) For this exercise, You can set this to be the trigger. 

    Then you can update the labels on both, Org and People. 
    Keep in mind it will only work for the companies and People that have a deal attached to it, as it is the "Update Deal" the main trigger.

     

    Well, I couldn't think of anything else at the moment!

    Best of luck and

    Happy Pipedays

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