Automations Need better management, troubleshooting and Standard Development Features
The automations are a "decent start" but they leave a lot to be desired …
We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to support, they didn't even have an easy way to troubleshoot, let alone "restart" the automation where it had failed. This is BASIC DEVELOPMENT 101!!
I was told "The automation is triggered by an update on Deals. You need to go to those Deals and perform that update" … so essentially i have to "fake it out" to start it over - again stupid - have you guys never written software?
Proper software design should:
a) alert people when these automations fail, b) give an easy way to troubleshoot and see what the errors were) and c) easily restart/continue the automations (i don't want the emails to re-trigger in this example)
MOST IMPORTANT - an admin should be able to administer/fix these automations for all users. It is simply bad design to "assume" that all sales users have the knowledge (or care) to manage their own automations. The best case scenario would be to have a set of "team" or "shared" automations and "individual" automations - that would give the best of both worlds; but it is probably unnecessary as most sales teams will have one person design the automations rather than expecting each rep to manage their own.
Comments
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Hello @devGuru411
Thank you for your feedback! I’ll be sure to pass this along to our development team, and I hope it will spark a conversation about potential improvements.
Have a great day!
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It is also completely ridiculous that there is no way to send an automated email reminder for an upcoming meeting based on the scheduled time and date and NOT the creation time and date. This a missing feature that is incredibly infuriating to find out is missing this deep into my usage of the software. If it isn't fixed soon, I will have to switch software. Point blank period. I can't be manually sending emails for every meeting that I have. That's absurd!
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Hello @burbob28,
I wanted to share one possible option with our new Date Trigger automation, which will let you set up an automation trigger based on a specific date. In this case, you can use the Activity Due date as the trigger point and set the trigger for 1 day before the date for example.
I can share an example of the setup here, hopefully, this helps:
Also @devGuru411, thank you so much for your valuable feedback; if I could add here, you can set automation for other users with the share automation function, in which you will be able to make required changes and updates to the setup, which will also be applied to everyone the automation has been shared with.
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