Need Workaround - Automation Emails Sent from Creator

Jacobposey

Team,

I'm using automations to send follow up emails and send out NDAs among other things. For example, for the NDA automation, I created a Separate Activity. When that activity is created, the lead gets an email with our NDA attached - it also updates some custom fields. Because I created this automation, the email comes from me regardless of who triggers the automation. (this is by design on behalf of Pipedrive)

Has anyone found a workaround for this?

Jake

Liz (Ops Designed)

Hi @Jacobposey -

Pipedrive recently updated Workflow Automations to address this exact scenario! Take a look at this video on how to switch automations to other users - https://youtu.be/PjYPbncuDsk

Please feel free to reach out if you would like additional support.

- Liz

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Jacobposey

Thanks Liz - with the lack of documentation from Pipedrive, I did not know what that was for and that is the problem it solved. I'm going to follow your Youtube channel. Great job.

Jake