Sharing automations

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Gabriela Uekita_1929
Gabriela Uekita_1929 Member Posts: 1
edited April 24 in Workflow Automation #1

Hi, guys.

I'm having problem with my workflows around here.

I've set an automation as an admin user and left it open for any user to trigger it but somehow other admin user is not managing to benefit from the same automation. In my account it works perfectly. In hers it seems like it doesn't even exist. I've tried to copy the workflow directly in her account but it didn't work as well.

Does somebody know what could be happening?

Thanks!

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,545
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    edited April 2022 #2
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    Can't say for sure without looking at the automation.

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
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    edited April 2022 #3
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    It should work the same, regardless of whose account its in. Try reaching out to support see if they can help. 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited April 2022 #4
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    @Boris Tsibelman +1 to what Boris and Amit were saying. You can share your automation set up here so we can help or reach out to support but it should work that others can trigger your automation. 

This discussion has been closed.