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Who can create automated workflows in Pipedrive?

Yssel Salas, April 15, 2024
Note: The Automations feature is one of the useful features of Pipedrive’s Advanced, Professional, and Enterprise plans.

By default, only admin users in Pipedrive can create automations through the Automations feature. Learn more about the automation feature in Pipedrive here.

Regular users

Global admin users can enable the permission for global regular users to create and edit their own automations in Pipedrive.

To enable this permission, an admin user needs to go to Company settings > Manage Users > Permissions sets. Scroll down to Global permissions > Global regular users and edit the permission set to allow the creation of automated workflows.

Regular users, if given permission to create automated features – while also having permission to view other users in the Pipedrive account – will be able to create automated workflows that assign activities to other users in the Pipedrive account.

When utilizing automations in Pipedrive, we suggest that admin users regularly monitor which automated workflows have been created to be aware of where deals and activities are going within their accounts.

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