mass editing labels or custom fields with multiple options
If you create a custom field called tags, and add options - you have a pretty decent tagging system. More or less the same as the "Labels" option which has the possibility to add multiple labels per contact (as of last year). The problem with both approaches is that you can not do any mass edits. If you do a find and want to add a tag to say 1000 contacts, you can only REPLACE ALL the existing tags/labels of each contact, but not add one (or remove one).
Is there a workaround for this? Or am I missing something.
Answers
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A bulk edit option for tags or labels without replacing existing ones would be really useful! Unfortunately, Pipedrive currently only allows full replacements. A possible workaround is using automation or external tools like Zapier to modify tags without overwriting them. Hope this gets improved!
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Hello,
Even though we currently do not have a default way to retain the old values of a multiple option custom field when updating it, one possible workaround would be for you to trigger an automation when the multiple option field is updated; you will have the automation add both the current and the before value to the field. I can share an example here:
If you are using bulk editing however, please be aware of the Automations: frequency limits which could affect your automations and Pipedrive performance.
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@Tony Xavier We have this issue constantly. Due to frequency limits (we bulk edit 100 - 500 contacts/persons at a time), we have to export all persons before a bulk change, export all persons after, then just join and unionize the list. This works, but it is much more complicated. Any plans to solve this in the future?
And for this automation, if you just want to remove 1 option, it breaks the process. This automation only works for adding, right?0 -
Hi @boneal,
With a larger number of contacts/leads/deals, etc., export them along with their respective IDs and the Label column to then make edits to labels through the spreadsheet and import them back. (a guide here)
Since you have the IDs in the file, it will prevent any duplicates, and it will help to update labels for a large number of data at once.
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It's absolutely insane that you can't, using ANY method out there, add or remove individual labels from a deal. I just spent a couple hours going back and forth with your technical support. It's not possible via Zapier, it's not possible via API, and it's not even possible via your own automations.
Whoever is responsible for Pipedrive's development should be fired IMMEDIATELY. For god sakes, you guys have a cash cow. I understand you want to milk it as long as you can, but sometimes you have to give the cow some food and water to keep it alive. This is downright pathetic.
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@wonders It might be possible to partially resolve via API + Webhook, though I agree it should not be that complicated to handle multichoice list bulk editing.
Through API/Webhook/Pipedrive automations, you could pass the before value of the list and the current value of the list and then in an external service (Zapier, Power Automate, etc) manage the logic behind evaluating how to update the list. This probably only works if the purpose of the bulk edit is to append a value, if the purpose is to remove then this would not work successfully. Plus you have to delay with limiting on bulk edit automation triggering. And we would need to know how the change was triggered (bulk, single) because that would change how approach the solution. Sadly, this is only a partial solve for very specific use cases and does not cover all use cases.
Would love to see a flushed out solve that handles all use cases of list/label changes.0 -
@boneal Our main challenge isn’t bulk adding labels per se; my comments were more about the overall difficulties and lack of functionality we’re all experiencing with labels in general.
In my case, we have specific labels that need to be assigned to a deal under certain criteria. We have automated integrations with our some of partners that would trigger the need to add or remove these labels.
Unfortunately, none of the platforms, including the PD APIs, allow for the removal of a specific label. If we have label based triggers and remove all labels before reapplying them, it will retrigger automations which we want to avoid.
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@wonders maybe I'm missing something, but it is definitely possible to add and remove individual labels thru make/zapier. it isnt possible thru workflow automation, yes, but is thru zapier and make. if that's something you guys use frequently, having a bunch of zaps will do. its definitely a bit easier with make because that one supports inline functions.
the idea:
- workflow automation in pipedrive triggers a webhook when your label add/remove condition is met
- make scenario grabs the deal/person/whatever
- gets all labels
- removes or adds from the array of those labels
- updates the labels with the new set of labels
done.
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@Nikolai Sokolov Thanks for your response. I'm sure it can be hacked around to remove all the labels and readd only the labels you want. My concern with removing and readding labels is that it re-triggers any label based automations. For example, we have automated emails and slack messages sent to specific team members when certain labels are added. We have others that add customers to automation sequences if we're missing a required document, etc.
Looking at make, I don't see how you can update the labels of a deal. It looks like you can add or remove specific lead labels, but not for deals.
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