Make Workflow Automations editable by anyone with permission
Comments
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Gaëlle said:
Any news about that?
Automation can be created from the admin account as suggested, but what about automation with e-mail sending action? Our problem is that all our emails are then sent from the admin adress. ... so that's not a solution.
Unfortunately Pipedrive seems to has no prblem with this.
I startet to create my workflow automations with Power Automate from Microsoft.
There you can share your workflow automations without sharing any passwords. And you can send Mails with Power Automate as well.
Too bad that Pipedrive won't work on this one.0 -
Hi There My role is to manage internal development for our franchise group, It would be very beneficial for myself to have the ability to view, edit, duplicate etc the automation workflows and Insights of all my users as I have currently used all 60 of my automation workflows on my user meaning I will have to create more on their individual users, this makes it much harder to make changes and generally manage these things. is this a feature than could be implemented? Thanks
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+1! this would be extremely helpful
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+1 that it would be a HUGE help to share/collaborate on workflows with my colleagues.
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+1 totally agree....would also be great to allow more than 10 steps in each workflow automation
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Yes, please add this.
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Maybe we should be offered a free Admin account that can send/receive emails and provide generic automations for all staff. We have the same problem, that marketing and reminder emails are sent from the company, not the staff member, so we are currently having to pay for an extra seat.
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Hi Pipedrive PM and users!
It is possible to list other user automations and even suppress them (which is dangerously crazy!) but not to edit themin read-only mode to check what is done by the automation.
So it would be useful to be allow at least admin users to view the details of each automation.
Would be greater if you could implement such a feature to improve team coordination. Thank you !
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Hi all,
I would like to add another voice to this discussion. In my org I'm the person who was responsible for designing and building the sales pipeline and all the automations etc. And now I'm the sole person who manages those ongoing. There's now a requirement for me to move on to other tasks and pass the responsibility of adjusting/managing, and possibly creating, new automations to someone more junior in the company. And this seems to me like a scenario that would be quite common.
We have 50+ automations running in my user account and a few in individual accounts where the email signatures were needed. So if I'm to pass on responsibility of managing those 50 what's the best approach? It doesn't seem right that my colleague would have to log in using my details and manage those. When 2fa is switched on it becomes annoying going through security each time!
We could redo the automations in the colleagues account but that's duplication of work and kind of goes against the whole ethos of using something like PD in the first place!
I know we can use Zapier as a way of keeping the automations non-pipedrive user specific, and we do that already for tasks that PD can't do, but clearly that's not ideal either.
So in conclusion I think there's a pretty strong use case for being about to assign the editing and ownership of automations between users and it seems to me that many many users will come up against this issue eventually.
Could I request a response from someone at Pipedrive as to whether there's some work going on in this direction please?
Many thanks
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Hi @Paul McClenaghan, thank you for the feedback. Really appreciated! I'm happy to share that we'll be working to improve how teams can use and collaborate automations in the next months. I'll be sharing updates about this topic here in the community.
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Thanks @Nuno Oliveira, I'm looking forward to those updates!
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I don't want my teammates to lose time creating the same automation, this looks like a very silly flaw from PD
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I can delete an automation set up by others but can't do any of this: open, edit, duplicate?
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Hi @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz , as there is a thread on this already, I will merge your feedback with it. More upvotes and comments make it more likely that the request becomes available 📈
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++ Any update on this. We want to be able to handle automation at the admin level and apply them for all sales staff. It works fine for most automation but email sequences use the admin email to send emails when we want pipedrive to use the persons email who triggered the automation
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I need users with administrator permission to be able to edit the automations made by another administrator user. This way, we can work as a team to create automations and the rest of the users can activate them.
And in this case, if one of the administrator users is out of the company or on holiday, there is no problem in editing an automation if necessary because another administrator user can do it. But now all this is not possible and we depend on the user who creates the automation.
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Hi everyone, we are releasing a feature for this! Have a look in this post for more details.
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