Automations for a team

John Meeker
John Meeker Member Posts: 4
First Comment First Anniversary Photogenic

It would be very helpful to be able copy automations to other users and also to create new one's on behalf of other users in the team.  I manage our Pipedrive usage and we have a sales team of 60 people with some of the entry level roles seeing more turnover and there are lots of automations that we have to manually walk a new hire through to get them set-up.  It would be so helpful to be able to copy several over for a new hire or create one for one of our sales reps to help them with a specific task.  

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  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited April 2022 #2

    Hi, John!

    I also mentioned this to Pipedrive engineers but got an answer saying that this probably will not be added. This is due to GDPR and email automation. "A 3rd person should not be able to add automation to another person, that sends out an email on somebody else behalf"