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Pipefy For Your Business
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