Process Management by Pipefy

Full tutorial of Pipefy, including basic and advanced features
Rating: 4.3 out of 5 (381 ratings)
10,332 students
Process Management by Pipefy
Rating: 4.3 out of 5 (381 ratings)
10,332 students
At the end of this course, students will be able to model and structure all kinds of processes inside Pipefy, the powerful workflow tool on the cloud.

Requirements

  • This course uses just embedded videos in Udemy and PDF files (requires Adobe Acrobat Reader installed).
Description

This course is a full tutorial of how to use Pipefy, the powerful processes management and workflow tool in the cloud. The lessons will explain the beginner and advanced features of the platform. Also, the student will be required to solve case studies inside Pipefy.

As you finish this course, you will know what is an organization, a pipe, how to set up templates from scratch and how to import templates from the template store. Besides that, we will teach you how to configure phases, fields and cards inside a process, as well as how to use this features: pipe connections, e-mail templates, e-mail inbox and public forms.

Last but not least, the user will learn how to use and read My Desk, reports and metrics, as well as how to integrate Pipefy with other apps using Zapier or API documentation.

Who this course is for:
  • This course is recommended for Pipefy users, partners, and enthusiasts.
Curriculum
3 sections • 20 lectures • 2h 23m total length
  • Basic Concepts
  • Types of Fields
  • Field Conditionals
  • Automation
  • SLAs
  • Members and Permissions
  • Databases
  • Reports
  • Portals
  • Support Tools
  • Modeling and Implementation Mindset
  • Process Modeling Documentation
  • Email Templates
  • Card Importer
  • PDF Generator
  • Connections
  • Apps and Integrations
  • Sprint App
  • Power BI Dashboard
  • Bonus Lecture

Instructors
Customer Success Manager at Pipefy
Victoria Gorges Santos
  • 4.3 Instructor Rating
  • 381 Reviews
  • 10,332 Students
  • 1 Course

Works as a Customer Success Manager at Pipefy, a startup which provides a BPM (Business Process Management) system. Is responsible for customer performance monitoring; driving adoption, engagement, and growth for Pipefy's customers; development of customer retention and nutrition strategies; renewal of plans and up-sell / cross-sell; analyses and monitoring of user experience; recurring communication and interaction with customers; provide adoption, industry and implementation best practices and personalized recommendations to ensure customers maximize value.

Previously worked as an SDR at Pipefy, identifying and qualifying inbound leads around the world, focusing on American and Canadian leads. Also connected potential partner leads with the responsible of the Partnership Area. Besides the sales area, also worked aside the Marketing Team developing new material to be launched.

Studies Advertising at PUCPR leaning to the marketing area, since 2015. Was born in Fort Lauderdale, Florida and recently moved to Curitiba in Brazil.

Customer Success Manager
Martine Postma
  • 4.3 Instructor Rating
  • 381 Reviews
  • 10,332 Students
  • 1 Course

Martine works in the Customer Success department of the Brazilian startup Pipefy - an online workflow management tool, where she is responsible for assisting clients in their most optimal use of the tool. She finished her Bsc. in International Business at the Rijksuniversiteit Groningen (the Netherlands) with a thesis on 'Coevolutions of industries across different national settings - an exploratory case study on the interaction between the pharmaceutical industry and the institutional regime in the United States and China'. Within her bachelor, she completed the Honors College program, and she did a minor in International Economics in Porto (Portugal). Besides her studies, Martine was active as a Teaching Assistant in International Business Law, also at Rijksuniversiteit Groningen. 


SS
  • 4.3 Instructor Rating
  • 381 Reviews
  • 10,332 Students
  • 1 Course
SQ
  • 4.3 Instructor Rating
  • 381 Reviews
  • 10,332 Students
  • 1 Course