Shared workflow automations

Hello there,

Are there any plans for the future, where the workflow automations can be edited by more than one person?

I think it is a bit dangerous to only hold the automations by only one user. If the user of an active workflow automation gets ill or worse, leave the company, I'm only able to delete this workflow without even knowing what this workflow used to do.

2
2 votes

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Comments

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

    Yes we would love this ability as well! 

  • Fabrizio Nicolosi_33821
    edited February 25 #3

    My suggest is that every automation are assigned and creating with admin account.

  • Jared Wiener
    Jared Wiener Posts: 15
    edited April 2021 #4

    My suggest is that every automation are assigned and creating with admin account.

    @Fabrizio Nicolosi are you suggesting that would resolve this problem? Or are you suggesting that as another solution for PD to implement? From what I understand, that is currently not available. 

  • Fabrizio Nicolosi_33821
    edited April 2021 #5

    My suggest is that every automation are assigned and creating with admin account.

    Yes is not available for the moment, but if you create all automation in your account you don't have the risk that someone leave the company with workflow "settings".

    Another thing is that if you haves employe you should have it's login and you can change the workflow.

    In the end when you create a workflow you should always write comment and specific what automation do.

  • Jared Wiener
    Jared Wiener Posts: 15
    edited April 2021 #6

    My suggest is that every automation are assigned and creating with admin account.

    Sure, thanks. However we have multiple people on our Marketing team responsible for different aspects of the CRM, including automations. What you are suggesting is basically "share your passwords" -- not exactly a secure method for a system to be used by a Manager or Admin. 

  • Kilian Heide
    Kilian Heide Posts: 20
    edited April 2021 #7

    My suggest is that every automation are assigned and creating with admin account.

    I have to agree with Jared.
    It is no option for us to share the passwords.
    So i need an option from Pipedrive to see the workflows of collegues and in best case to edit them.

  • Fabrizio Nicolosi_33821
    edited April 2021 #8

    Mine are just suggestion to help.

    use the admin account to create automation and stop.

    for the moment no other way

  • Emil Grönvall
    Emil Grönvall Posts: 1
    edited April 2021 #9

    We would also like this feature.

  • Kilian Heide
    Kilian Heide Posts: 20
    edited April 2021 #10

    At Pipedrive development:  Is there any solution planned for this problem?
    I really require this one.

  • Gaëlle
    Gaëlle Posts: 16
    First Anniversary Photogenic
    edited February 25 #11

    Any news about that? 

    Automation can  be created from the admin account as suggested, but what about automation with e-mail sending action? Our problem is that all our emails are then sent from the admin adress. ... so that's not a solution.

  • Kilian Heide
    Kilian Heide Posts: 20
    edited July 2021 #12
    Gaëlle said:

    Any news about that? 

    Automation can  be created from the admin account as suggested, but what about automation with e-mail sending action? Our problem is that all our emails are then sent from the admin adress. ... so that's not a solution.

    Unfortunately  Pipedrive seems to has no prblem with this.

    I startet to create my workflow automations with Power Automate from Microsoft.
    There you can share your workflow automations without sharing any passwords. And you can send Mails with Power Automate as well.
    Too bad that Pipedrive won't work on this one.

  • Elizabeth Geli
    Elizabeth Geli Posts: 1
    edited April 23 #13

    +1 that it would be a HUGE help to share/collaborate on workflows with my colleagues. 

  • Ann Holland
    Ann Holland Posts: 1
    edited January 3 #14

    +1 totally agree....would also be great to allow more than 10 steps in each workflow automation 

  • Andy Theimer
    Andy Theimer Posts: 10
    Photogenic
    edited May 20 #15

    Yes, please add this.  

  • Customer Care_82278
    edited May 24 #16

    Maybe we should be offered a free Admin account that can send/receive emails and provide generic automations for all staff.  We have the same problem, that marketing and reminder emails are sent from the company, not the staff member, so we are currently having to pay for an extra seat.

  • Hi all,

    I would like to add another voice to this discussion. In my org I'm the person who was responsible for designing and building the sales pipeline and all the automations etc. And now I'm the sole person who manages those ongoing. There's now a requirement for me to move on to other tasks and pass the responsibility of adjusting/managing, and possibly creating, new automations to someone more junior in the company. And this seems to me like a scenario that would be quite common.

    We have 50+ automations running in my user account and a few in individual accounts where the email signatures were needed. So if I'm to pass on responsibility of managing those 50 what's the best approach? It doesn't seem right that my colleague would have to log in using my details and manage those. When 2fa is switched on it becomes annoying going through security each time!

    We could redo the automations in the colleagues account but that's duplication of work and kind of goes against the whole ethos of using something like PD in the first place!

    I know we can use Zapier as a way of keeping the automations non-pipedrive user specific, and we do that already for tasks that PD can't do, but clearly that's not ideal either.

    So in conclusion I think there's a pretty strong use case for being about to assign the editing and ownership of automations between users and it seems to me that many many users will come up against this issue eventually.

    Could I request a response from someone at Pipedrive as to whether there's some work going on in this direction please?

    Many thanks

  • Thanks @Nuno Oliveira, I'm looking forward to those updates!