Matching Labels of Person and Organization

Jennifer Heylmun
Jennifer Heylmun Posts: 1
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 Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    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 Posts: 1
    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 Posts: 4
    First Comment Photogenic First Anniversary
    edited June 2021 #4

    Any updates on this? 

  • Tamara Lima
    Tamara Lima Posts: 2
    Photogenic
    edited February 2022 #5

    I also need this type of automation! 

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