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.
This video presents an overview of Pipefy, where we can see a purchase process briefly working. Also, it is explained Pipefy's basic structure: Organization > Pipes > Phases - Fields > Cards.
This lesson shows what is and how to create a start form, which is the beginning of a process. Also, you will see what is a card and its entire structure.
In this class, we present the phases: how to create and change them. Also, you will see how to create fields inside the phases.
This video shows what is and how to change the settings of a pipe, the subtitles of a card and all kinds of member roles (inside pipes and orgs).
Full lesson about the types of fields the user will be able to setup inside Pipefy.
The student should solve this basic case study inside Pipefy.
In this video we present the My Desk feature in Pipefy, and how to use it.
This lesson shows how to create and use the Connections feature.
This lesson shows how to create and use the E-mail Templates feature.
This lesson shows how to create and use the E-mail Inbox feature.
This lesson shows how to create and use the Public Form feature.
This lesson shows how to create and use the Database feature.
This lesson shows how to create and use the Reports and Metrics inside Pipefy.
This lesson shows how to set integrations between Pipefy and other apps using both Zapier and API documentation.
Solve this advanced case study inside Pipefy.
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.
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.