Features

Asks

Create and execute asks consistently based on your flows

Bundles

Create bundles to group and organize asks for tracking and sharing

Email Integration

Enjoy the power of structured workflows with the ease of email

Flows

Create, manage, and share flows across teams, departments, and companies

Forms

Use forms to collect data easily and accurately

Marketplace

Jump start your flows with pre-built, industry standard templates

Zapier Integration

Connect to 1,500+ apps and automate your back-end processes
Playbooks

Customer Onboarding

Create an experience, not a to-do list

Developer Onboarding

Ensure they learn the stack and can hit the ground running

Sales Onboarding

Improve performance and accelerate ramp-up time
Pricing
Resources

Completing steps with forms

Oct 6, 2019

Follow the instructions for the step and complete your step by filling out a form. 1:54 mins

Pipeline Academy: Essentials Playlist

Learn about essential Pipeline features and concepts, i.e. asks and steps.

Getting started with Pipeline 2:58 mins
Top 7 New User FAQs 3:39 mins
Monitoring activities from the homepage 1:56 mins
Attaching files to asks and steps 1:46 mins
Completing steps with forms (External Users) 1:40 mins
Completing steps with forms 1:54 mins
Reopening Asks 3:17 mins
Reviewing due dates 2:25 mins
Creating recurring asks 2:03 mins
Putting steps on-hold 1:11 mins

View related Pipeline features

Track email opens

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