New: Transfer automations from one user to another!
Hey, Pipedrive Community! 👋
We know that it can be a tedious task recreating automations in another person's account when someone decides to leave the team.
Now we've made it easier by allowing you to transfer an automation to any global admin in your company quickly!
We're currently rolling out this functionality - and expect it to be available to everyone on Advanced and higher plans by the end of the month.
Just select "transfer automation" from the more actions drop-down menu:
Select the global admin you'd like to transfer it to:
Transfer the automation, and you're done!
The receiving owner will be able to review and enable the automation.
Learn more on our Knowledge Base: https://support.pipedrive.com/en/article/workflow-automation#transfer-automations
Comments
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Hope we can have global automation editing access for all global admins! Would really help as not all team members know or have time to learn the automations
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Hi Mimi! Thank you for this feedback. We are currently working on enabling admins to allow other users to subscribe to automations to make it easier to set up automations for teams. I'll pass your feedback on to my colleague in case she has additional questions, if that's okay.
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Hi Natasha! Sounds good! Feel free to contact me if you have questions :)
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Hi @Natasha Kupusovic , this is great news. I can't see the option in the three dots dropdown in my account automations. is this beta? how can I access this feature? thanks!
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