Note: The Workflow Automation feature is one of the useful features of Pipedrive’s Gold and Platinum plans. To learn how to switch plans, click here.
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.
However, an Admin User can enable a permission to allow for Regular Users to create and edit their own workflows in Pipedrive.
To enable this permission, an Admin User needs to go to Settings > Customize > 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 used responsibly, these workflows can be used to hand-off tasks seamlessly, allowing for your team to be more dedicated and efficient. When used without oversight, workflows can potentially create needless extra work.
When utilizing workflows in your 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.