Estimated reading time: 2 minutes
A database is a customizable feature of Pipefy, where you can add different types of records in a structured and organized way. Databases are like digital libraries for your processes, where you can store and access important records, such as data from suppliers, customers, products, and much more.
In the links below, you will find a brief step-by-step guide on how to create records in a database through different ways:
Connect your database to a pipe
Create one record at a time manually
Also, you can export your database in an Excel-compatible format if you wish. To do so, just click on the tool icon in the upper right corner of the database, and select the option export report. In a few moments, the information will be ready to be viewed in spreadsheets.
Centralization and security: Databases keep all your information stored in a single place, rather than spread across multiple tables, external software, or other less secure alternatives.
Elimination of duplicated or outdated information: When you create a card for a customer, you can easily search their database if they are already registered. Whenever a record is updated, everyone in your company will have access to the same customer information in that database.
360° vision: When opening a database record, you can view all actions/cards related to it. This history is important to keep your processes efficient and facilitate internal communication.
Here are some ideas on how to use Pipefy's database:
Product catalog: Create a record of all company products with centralized data and a complete history. Database records can be automatically updated according to different card actions, so you'll always have a 100% up-to-date library.
List of suppliers: Gather all the information of your suppliers in one database. This will make your purchasing process much easier.
Sales management: When using Pipefy to manage your sales and customer information (such as CRM), the Pipefy database can be used as your tool to record information, call histories, sales opportunities, past sales, etc.
Internal requisition management: Creating a database of employees on your Pipefy saves you a lot of time, because every time someone makes a vacation or requests reimbursement, for example, they won't need to enter their data manually. You can also use the database to keep track of all requests related to specific contributors.
Watch the video to learn more about databases:
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