New: Transfer automations from one user to another!

Natasha Kupusovic
Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
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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: