Estimated reading time: 8 minutes
You don't have to know much about coding or IT to connect Pipefy to other software.
We offer several features to transfer data between systems, manage users, and control operations:
Here is a quick tutorial about each one of them.
1. Pipefy Apps
In the tools section, you'll find quick access to the following apps:
All you have to do is to select the desired option and enable it.
2. Zapier
If you want to connect other software, use Zapier.
Click on tools, then select integrations. Choose the integration you want and click on Use this zap, or click on the See more Pipefy Integrations link.
3. Identity management tools
To control who has access to your company's account, or to a particular process (pipe), use one of these tools:
4. API
Pipefy's API can integrate internal or third-party systems if they have a public API, and it must accept CORS (Cross-Origin Resource Sharing) requests. This mechanism allows a website to access resources from another one, even if it's a different domain.
5. Customized integrations
Pipefy's Enterprise clients can count on custom integrations to attend to on-demand and specific needs.
Use Pipefy Connector to connect Pipefy to any other software, such as Salesforce, DocuSign, or Google Sheets (just to name a few).
Why use integrations?
With a high level of customization, Pipefy's integrations increase productivity and make it easy to attach systems and parts of your operation — plus, you don't need to invest time and money in development or hire someone to do it for you.
By integrating Pipefy with other systems, you can:
View and control the entire operation in one place
Get rid of repeated information stored in spreadsheets and other tools
Ensure information is exchanged between people and tools automatically and without error
Here are some examples of how Pipefy integrations can make your job easier:
Sales and Customer Service
You can connect Pipefy with any CRM or sales software to avoid manual work and automatically complete these tasks:
Segment customers and visualize your contact base through lead scoring
Send (or receive) follow-up emails, with personalized content according to your needs
Gain time to build trusting relationships with your customers, possibly expanding accounts by analyzing each other's needs!
For example, when a new deal is closed in SalesForce, a card is created in Pipefy to start the onboarding process; or, when a new support ticket is opened in Zendesk, a card is created in the Customer Support pipe.
Human Resources
Use Pipefy integrations to automate tasks such as:
Update new vacancies on the company's website or on social networks, allowing potential talent to connect with you
Send and receive feedback from candidates and employees
Collect signatures without having to send numerous emails
For example, when a new position is moved to the “publishing” phase, post the position on the company's LinkedIn page; or, when a candidate is chosen, create a new contributor record in Oracle.
Finances
Gain time to review critical departmental metrics, identify potential bottlenecks in the accounts payable process, and assess team performance.
By integrating Pipefy with ERPs or any other accounting software, you will:
Organize invoices and send receipts to customers, employees, and suppliers
Create audit reports without losing any details or information along the way
No fees or penalties for not delivering payments on time
Automate expiration dates and exchange information with responsible agencies or suppliers on time
For example, when a payment order is issued by Oracle, move the respective card to the “paid” phase in Pipefy; or, when a new sale is registered in Pipefy, invoice directly to an accounting platform.
Marketing
Get a well-organized, automated marketing operation by connecting Pipefy to the tools you have.
For example, when an email campaign is sent by MailChimp, the respective card is moved in the Campaign Management pipe; or, when a keyword's performance degrades, a card is created prompting you to review or create content.
Explore how to make the most out of our platform with Pipefy Academy's free courses.
Join Pipefy's Community to ask questions, share ideas, give feedback about our product, and engage with other members.
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