Automate send notification if label is removed

Bernd Auer
Bernd Auer Member Posts: 350 VERIFIED MEMBER
Fifth Anniversary 100 Up Votes 100 Comments 25 Likes
edited May 16 in Ideas and Product Feedback #1

A small step for me, but a giant leap for a lot of users. And it would contribute a lot to process security in Pipedrive:

You can create automations when a label is added or changed to a deal, but not when it is removed.

Some companies (especially larger ones, with visibility restrictions) mark organizations with an open deal with a label (automatically). This is to prevent the same company from being addressed by multiple sales accountants. And this  happens easily if the visibility is restricted to organisations and not deals and contacts. Therefore a label no the organisation. 

However, it is not possible to prevent a motivated sales accountant from removing the label "by mistake". That is why an automatism should send a message to the owner of the organization when someone deletes a label. So as option a "value was removed" or "has changed to" empty:

image 616701bd83a9ce4a8322df8b_40801.png
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  • Matthias Willberg
    Matthias Willberg Member Posts: 12 VERIFIED MEMBER
    Fourth Anniversary Photogenic
    edited October 2021 #2

    That would be a great help for us too!

  • Joseph Valenti
    Joseph Valenti Member Posts: 73 VERIFIED MEMBER
    Fifth Anniversary 10 Comments 5 Likes Name Dropper
    edited October 2021 #3

    I would like to see this improvement implemented.

  • Helio
    Helio Pipedrive Team Posts: 179 PIPEDRIVE TEAM
    Fifth Anniversary 100 Comments First Answer 5 Likes
    #4

    Hello everyone!

    This thread has been quiet for a while, but I wanted to share a small workaround in case you're still interested.

    By using specific conditions, you can create an automation to notify the organization owner—for example, by sending an email—when the Labels field becomes empty.

    Here’s an example of how the setup would look: https://sharing.pipedrive.com/i/7T8Aqm
    If a label is changed and the field ends up empty, the automation will trigger the action you’ve defined.

    That said, it’s still not possible to trigger an automation specifically when a particular label is removed. Your feedback on this remains valuable, and we hope this feature will be available in the future.

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