Pipefy

About Pipefy

Pipefy allows managers to control complex tasks and quickly automate processes, workflows, and approvals. Companies in over 150 countries use Pipefy to simplify their team management efforts.

Through Pipefy, you are able to centralize important information, whether it be from your inbox, a spreadsheet, or even a printed document. You are able to automatically assign tasks for each step of the process, making your team more effective by increasing deadline deliverability. Using the intuitive and convenient Kanban Method, you can relay performance reports amongst teams to provide greater transparency and ease for project planning.

Pipefy is ideal for managers in:

  • Human Resources: standardize recruiting, time-off requests, refunds, payments, position openings, hiring and firing processes, and more.
  • Sales: streamline customer communications, follow-up requests, and customer success.
  • Administrative and Finance: expedite the flow of approvals, financial management, task management, and team management.
  • Purchasing: manage product acquisition, supplier hiring, in-house solicitations and requests, maintenance, and more.
  • IT ticketing: implement easy-to-understand standardized helpdesks and service desks for both internal and external requests.
  • Marketing: manage campaigns, layout and graphic design requests, remake controls, request standardization, customer satisfaction surveys, and more.

Integration Powered by Zapier

Zapier is a web-based automation tool that connects the applications you love. Zapier can connect two or more apps to automate repetitive tasks with “Zaps”. Creating a Zap is easy – anyone can build their own workflows with just a few clicks!

SharpSpring’s Zapier connection with Pipefy allows users to sync project updates across both platforms. Configure your sync in minutes to begin leveraging the best of both platforms. Zapier supports over 1,000 applications and allows you to mix and match triggers and actions to make your own automation. Learn more at zapier.com.

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The benefits of using SharpSpring & Pipefy

  • Update SharpSpring contact records when a Pipefy card is expired, late, moved, overdue, or completed
  • Create or delete Pipefy cards when a SharpSpring form is completed

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