Who do workflows belong to? Do Workflows belong to a seat? Account? Profile? I am just wondering as if we end up down sizing or moving people along are we going to still be able to keep the workflows that our built into our companies CRM?
Question
Who do Workflows/Automations belong to?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Orchestrator & Solution Partner
Hi
Info about Team Members in Zapier accounts: https://help.zapier.com/hc/en-us/articles/8496307504909-Manage-your-Zapier-for-Teams-account
- Beginner
In most CRM systems, workflows belong to the organization's account, not a specific seat, account, or profile. This means that workflows are tied to the company's account and are not linked to individual users or profiles.
If you downsize or move people around, the workflows will remain intact and continue to be available in your company's CRM account. However, it's important to note that:
- User permissions and access to workflows might change depending on the new roles or responsibilities.
- Workflows might be linked to specific users or teams, so you might need to update the workflows to reflect changes in personnel.
To confirm, it's always best to check your CRM system's documentation or support resources for specific information on workflow ownership and management.
+6- Zapier Staff
Hi
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
We're looking forward to your response.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.