If you prefer, you can watch a quick video about this feature:
Integrations are a new way of integrating Pipefy with your favorite software, app or tool and building even more efficient workflows, available to Enterprise plans.
Previously, integrations with a high degree of complexity were only possible via API, while simpler integrations could be done via Zapier, Integromat or natively with a limited list of apps like Slack, GitHub, BitBucket and Google Hangouts.
Now, stronger integrations make it easier to connect systems and parts of your operation with a high level of customizability without having to spend internal development resources or hiring someone to do it for you.
By integrating Pipefy with other systems, you will be able to:
- Get rid of parallel controls in spreadsheets and other tools;
- Be able to see and control the entire operation in a single place;
- Ensure the transmission of info between parties is automatic and error-proof.
Integrations tailored to your needs
With the help of our team, prepare to build streamlined workflows where information flows flawlessly and automatically from end to end and where everything is visible and controlled in a single interface. Check some common examples of integrations:
- Integrations for Finance
Connect Pipefy to your accounting systems and supporting tools to build an automatic, centralized and error-proof operation. For example, when a payment order is issued on Oracle, the respective card will be moved to the Paid Phase in Pipefy; or when a new sale is recorded in Pipefy, create an invoice on Xero.
- Integrations for HR
Leave all the interview scheduling, database updating and job publishing to us. Integrate tools and make time to build and foster a rockstar team. For example, when an employee card is moved to the Hiring Phase, send a signature request via Docusign; or when a card is moved to Publish Phase, publish the job position in the LinkedIn profile.
- Customer Service
Integrate Pipefy with apps you already love and step up your onboarding and support game. For example, when a new deal is closed in SalesForce, create a card to start the onboarding process in Pipefy; or when a new support ticket is opening in Zendesk, create a card in the Customer Support pipe.
Achieve a well-oiled, organized and automatic Marketing operation by connecting Pipefy to the tools you have in place. For example, when an email campaign is sent through Marketo, move a card in the Campaign Management pipe; or when positions are lost for a given keyword, create a card requesting the content review.
How can I enable integrations?
Essentially, by asking us if you're in the Enterprise plan! If you’re interested in integrating Pipefy with your favorite tools, answer this form. You’ll answer a few questions (which software or tool you want to integrate and what do you want to do with this integration), and we will get in touch with you as soon as possible to bring solutions.