Pipeline Solutions

Re-use your most frequent messages at the click of a button

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How to Complete Bulk Actions in Pipeline and Pipeline CRM

What is Pipeline CRM & How to Access It

A verified email allows you to improve email deliverability and trust.

Adding a Verified Email in Pipeline CRM

The Reply-To email is where responses from your campaigns are sent if a member or lead replies to an email.

Adding a Reply-To Email in Pipeline CRM

Automated messages are used in your workflows — texts or emails are sent automatically based on actions.

Editing Automated Messages in Pipeline CRM

Allows you to include booking links or offers in SMS messages.

Adding Links to SMS Messages in Pipeline CRM

Your welcome email is often the first touchpoint with a new lead or member.

Editing Your Welcome Email in Pipeline CRM

If leads aren’t appearing in the Leads view in Pipeline, it’s usually due to form mapping issues in Pipeline CRM.

Leads Not Flowing into Leads View -> New Lead (Form Mapping)

Add studio staff team members who need access to Pipeline CRM.

Adding your studio staff to Pipeline CRM

This controls when your team can receive calls and where calls are routed.

Setting Up Call Forwarding in Pipeline CRM

A Smart List automatically updates to show all active members.

Creating an Active Member Smart List in Pipeline CRM

A Smart List that automatically updates to show all active Class Pack members.

Creating an Active Class Packs Smart List

Create and send targeted emails to your leads or members using Smart Lists to ensure the right message reaches the right audience at the right time.

Creating an Email Campaign in Pipeline CRM

Controls when automated messages are sent.

Editing the Sending Window (Welcome Text & Email) in Pipeline CRM

The Leads View is your studio’s lead management system — where every new inquiry is tracked, followed up with, and moved toward becoming a member.

Understanding the Leads View in Pipeline

Frank Jose

Pipeline Solutions Support

Info about Pipeline Sync including Why choose Sync, and FAQs

Sync

Common questions around porting your number to Sync

Setup

Questions about tasks, texting photos, calls etc

Features

We've got some cool automations. You've got questions.

Automation

Pricing

Sync FAQs

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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