Export Automation Workflows
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I regularly need to review automation workflows and take screenshots so I can explain each step. But I end up with loads of images if the workflow is lengthy. It would be great to be able to export the workflow, where its format is either the same as make.com blueprint or easy to read format
Comments
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Hi @Edie Mew that's a good idea, thank you for sharing. It has been sent to the product team.
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Hi, not sure if this is the right thread but I would like to ask if there is any possibility of workflow automation in PIpedrive. If I send out an email with a call to action and a form. Can I automate that the customer received a file after filling in the fomr with his details?
Also can I make forms in Pipedrive for CTAs (call to action)? Make newsletter emails and other emails to obtain names after they are sent out and people fill in forms to receive more information?
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An export feature for automation workflows would be beneficial! Having a readable format like a Make.com blueprint would make reviewing and explaining workflows much easier without needing multiple screenshots. Hope this gets considered!
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