Estimated reading time: 5 minutes
What are connections?
When creating a connection between Pipes or a Pipe and a Database, you are automatically enabling access to the information in all of their existing cards/records.
You can access a Pipefy's connection by clicking on its title in the closed or open Card.
In case you need to create or search for a connected Card or Database record at a specific phase of your process, consider using a Connection field instead.
This advanced field type is also recommended when using the connection needs to be a mandatory action in your pipe.
It’s possible to connect different processes in Pipefy to establish a streamlined workflow and provide the best experience for new employees.
For example, connect your Recruiting and Employee Onboarding processes, so when an employee is recruited for the company all the candidate’s information will go on to the next pipe automatically and no data is lost in the way.
Avoid double work and maintain consistent and standardized communication in all steps of the process with updated tasks, data and status. This way, you’ll keep both candidates and employees aware of what’s going on in the pipe; it doesn’t matter the stage of it.
Automatically upgrade your customer’s progress across different processes without the need to manually make the handoff between Sales and Customer Success teams.
Build an integrated and strong Customer Onboarding workflow with connections (when a process ends, another begins) so your customers can have a smooth experience.
Connected processes avoid double-work and ensure that all information is kept even when different teams handle it. With no information lost in the way, you’ll be able to focus on what really matters and build a better experience for your customers.
Connect all of your finance processes, such as Purchasing, Accounts Payable and Expenses Reimbursements with other processes (inside or outside Pipefy) to establish an integrated workflow that is error-proof.
For example, you can connect your Purchasing Process to a custom database with all of your suppliers in Pipefy.
Improve your Connections by using integrations!
You can also improve your connected workflows by using customized integrations (for Enterprise plans).
Pipefy allows you to integrate processes with any software - from ERPs, HRIS to accounting tools and many other possibilities.
This way, you can avoid double-work and transform manual tasks (such as updating job positions in your company's website, customer's directories or sending payment receipts to suppliers, for instance) into connected, smarter strategies.
Watch the video below and learn how to set up a Pipefy connection: