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Who can create workflows in Pipedrive?

Jenny Takahara, June 17, 2021
Note: The Workflow Automation feature is one of the useful features of Pipedrive’s Advanced, Professional, and Enterprise plans.

By default, only Admin Users in Pipedrive can create workflows through the Workflow Automation feature. To read more about the Workflow Automation feature in Pipedrive, click here.

Regular users
Admin User can enable the permission for Regular Users to create and edit their own workflows in Pipedrive. To enable this permission, an Admin User needs to go to Settings > Manage Users > Permissions sets, find the 'Create workflows' option and select YES.

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

When utilizing workflows in Pipedrive, we suggest that Admin Users regularly monitor which workflows have been created, to be aware of where deals and activities are going within their account.

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