Automation for each member is making us lose control of what we are executing. It needed an automati

Hero TI
Hero TI Posts: 3

Why? Because the new employees just don't have an idea how to deal with automation logic and two I need to create the automation again and again for every new salesperson, when in an automation center I could just duplicate and change the user in the configuration.

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Comments

  • Jared Wiener
    Jared Wiener Posts: 15
    edited January 2021 #2

    We have the exact same problem. Very interested to see if Pipedrive can solve this. 

  • Vygantas Lasys
    Vygantas Lasys Posts: 18
    Premier Solution Provider
    edited January 2021 #3

    The same problem...

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited January 2021 #4

    Hi @Hero TI @Jared Wiener and @Vygantas Lasys 

    I've looped our Product Manager in to take a look at this request, hopefully we can improve it in the future, thanks for sharing!

  • Niels Holswilder
    Niels Holswilder Posts: 12
    edited February 25 #5

    Would setting the workflow automations to "triggered by any user" help or is each automations user made user specific?

  • Hero TI
    Hero TI Posts: 3
    edited January 2021 #6

    Would setting the workflow automations to "triggered by any user" help or is each automations user made user specific?

    Yes and not,

    Yes, every user can trigger the automation but when you automate an email, the email we send is from the person who triggered the action.

    Would be great to choose the sender of the email in the automation, that could solve the issue