Pipefy Team

Ian Castelli

Thais do Nascimento Pedro

Graziela Sabatini

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

Pipefy for your business

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

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

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

Pipefy for Purchasing: Create automated approval flows

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

Pipefy for Purchasing: Automate communication with requesters

What is Pipefy Procure-to-Pay

Pipefy for Purchasing

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

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

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

Pipefy for HR: How to automate email communication with candidates

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

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

Pipefy HR Service Delivery: Optimize the collaborators' communication with the HR team

Pipefy for HR

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

Pipefy for CRM: Automate lead qualification in Pipefy

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

Pipefy for CRM: Lead nurturing with email automation

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

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

Pipefy for CRM

Learn how to set up automation rules to assign IT tickets by department, speeding up ticket triage time.

Pipefy For IT: How to create automations to prioritize IT tickets

Learn how to create a specific phase for receiving NPS evaluation forms in a Service Desk Process and see its metrics.

Pipefy For IT: How to collect NPS reviews with Pipefy

Empower users to view their requests' status without contacting the IT team.

Pipefy For IT: How to keep requesters updated on the status of their tickets

Meet Pipefy: a platform of process automation

Pipefy for IT

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Track the progress of all tickets related to your company

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