Pipefy For Your Business

Dedicated tutorials for HR, CRM, and Purchase. Explore Pipefy's tools on a daily basis.

9 articles in this collection
Written by Ian Castelli and Claudia Bär

Pipefy for Purchasing

Pipefy for Purchasing: How to track the status of submitted requests

Learn in a few steps how to invite employees to Pipefy for free and allow them to track their purchase requests.

Written by Ian Castelli
Updated over a week ago

Pipefy for Purchasing: Create automated approval flows

Create automations based on purchase values and cost centers to make life easier for buyers and approvers.

Written by Ian Castelli
Updated over a week ago

Pipefy for Purchasing: Automate communication with requesters

Learn how to create different types of email templates to send automated messages and save your team time.

Written by Ian Castelli
Updated over a week ago

Pipefy for HR

Pipefy for HR: How to create alerts and deadlines for your recruiting process

Set alerts and don't miss deadlines when recruiting new talent.

Written by Ian Castelli
Updated over a week ago

Pipefy for HR: How to automate email communication with candidates

Make it easy to communicate with candidates and automatically send emails to schedule interviews, tests, and feedback.

Written by Ian Castelli
Updated over a week ago

Pipefy for HR: How to automate candidate selection and speed up hiring

Accelerate candidate screening with simple automations and ensure greater assertiveness in candidate selection.

Written by Ian Castelli
Updated over a week ago

Pipefy for CRM

Pipefy for CRM: Automate lead qualification in Pipefy

Increase response rate with Pipefy's automations. Create a faster and more effective qualification process.

Written by Claudia Bär
Updated over a week ago

Pipefy for CRM: Lead nurturing with email automation

Keep in touch with potential customers. Drive sales by eliminating manual work.

Written by Claudia Bär
Updated over a week ago

Pipefy for CRM: How to import leads to Pipefy from a spreadsheet

Gather all your sales contacts in Pipefy. Use Importer App to transfer their data.

Written by Claudia Bär
Updated over a week ago