Resources and Support

Find tips, learn best practices, and talk to experts



Get the latest news and insights

See our industry analysis, strategies, and best practices


Get notifications in Slack instead of email »

Has your team switched to using Slack instead of email for your internal communications? Then, you'll love this native Pipeline integration with Slack!

Jan 10, 2023 Insight News Feature Operations Template Energy & Morale Time & Productivity Money Talent

Set up auto-escalations for incomplete steps »

Tired of chasing responses from people who simply ignore your reminders? Especially people who are in the critical path of your project? Pipeline can help you resolve that with auto-escalations.

Jan 9, 2023 Insight News Feature Operations Template Energy & Morale Time & Productivity Money Talent

It's not just you. Everybody is drowning in apps. »

Employees use an average of 52 different spreadsheets and apps each week. As Josh Brenner, CEO of Hired.com notes, "A typical company's tech stack could require an employee to switch between 4-5 different apps just to complete one task."

Jan 2, 2023 Insight News Feature Operations Template Energy & Morale Time & Productivity Money Talent

See more »

Level up with Pipeline Academy

How would you like to get started?


Watch videos »

Want to see things in action? Get started by watching our short video tutorials—each under 3 mins or less!

Read articles »

Want to read at your leisure? Use our knowledge base to help you get started, learn how to use key features, and adopt industry best practices.

Ask an expert »

Get live tips, insights, and answers from Pipeline experts in process design, customer experience, marketing, and sales. Joins us every other Wed!

Search »

Have a specific question in mind? Search our knowledge base to quickly find the answer you're looking for.


Need personalized help?

Schedule a session with one of our experts


Essentials »

Schedule a 20 mins session to learn about Pipeline key concepts and features.

Professional »

Schedule a 20 mins session to learn about Asks and Steps in Pipeline.

Advanced »

Schedule a 20 mins session to learn create, use and manage Pipeline Flows.

Flow Consultation »

Schedule a 20 mins session to review your Flow design, performance and analytics.


Do you need dedicated support to help you design, manage, and optimize flows?

Check out our White Glove service add-on.