Matching Labels of Person and Organization

Jennifer H
Jennifer H Member Posts: 1 VERIFIED MEMBER
Second Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

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.  

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2022 #2

    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
    Michael White_37838 Member Posts: 1 VERIFIED MEMBER
    edited June 2021 #3
    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
    Aimee Smith Member Posts: 4 VERIFIED MEMBER
    5 Likes First Comment Photogenic First Anniversary
    edited June 2021 #4

    Any updates on this? 

  • Tamara Lima
    Tamara Lima Member Posts: 2 VERIFIED MEMBER
    5 Likes Photogenic
    edited February 2022 #5

    I also need this type of automation! 

  • Abhi
    Abhi Member Posts: 3 VERIFIED MEMBER
    Photogenic Name Dropper First Comment
    #6

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

  • billrausch
    billrausch Member Posts: 1 VERIFIED MEMBER
    Photogenic First Comment
    #7

    It's pretty stunning this functionality isn't available.

  • Volker Ballueder
    Volker Ballueder Member Posts: 1 VERIFIED MEMBER
    First Comment
    #8

    I can see this thread is 3 years old.

    Has there been any update?

    It would make sense for a contact to inherit the label of an organisation, as outlined above.

    Is this on the roadmap?

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