Matching Labels of Person and Organization

Jennifer H

I have tried to create an automated workflow for when an organization label is changed, the persons linked to that organization are changed to the same custom label.  At this time, PipeDrive states it cannot be done.  

For example, I have created custom options for the organization label for "client, former client, employee, suspect, vendor, employee".  I have also created the same option for the person or contact label.  so if I win a deal and change the organization label to "client", I would like for all linked contacts to be updated as well to "client".  Apparently this can only be done by purchasing a 3rd party tool, but it seems simple and basic enough for Pipedrive to code the appropriate mapping.  

Mike van der Valk

Hi @Jennifer Heylmun 

Thanks for sharing your feedback. It's indeed unfortunately not possible currently. However, I've passed this on to our team working on the automations, hopefully we can improve this in the future. 

Michael White_37838

Mike van der Valk said:

Hi @Jennifer Heylmun 

Thanks for sharing your feedback. It's indeed unfortunately not possible currently. However, I've passed this on to our team working on the automations, hopefully we can improve this in the future. 

Has there feature been further considered? I want to be able to do the same thing Jennifer is describing.

Aimee Smith

Any updates on this? 

Tamara Lima

I also need this type of automation! 

Abhi

Any update on this - the automation features is lacking a lot of functionality