Everything is a five-minute setup, written for humans. Guides are grouped by app — Pipeline Signals first, then our free companion apps.
Start with Getting Started if the app is freshly installed — then pick the path that matches how your leads arrive.
Sign in with Facebook, pick the dataset, done — plus the test-event trick that proves events are flowing before any ad depends on it.
Sign in with Google, pick the Ads account — conversion actions create themselves. No pixel, no tags, nothing to build in Google Ads.
Which stage fires which event, sending real deal values, and the status triggers that catch wins nobody dragged into a stage.
WordPress, Webflow, anywhere: one script plus hidden fields, and embedded forms carry full click attribution.
Leads that never touch your website still need attribution. One small workflow passes the Lead ID — the strongest match key Meta accepts.
Contacts created by automations usually lose their click IDs. Here, mostly, they don't — what works automatically and what needs one mapping.
When leads ring instead of filling forms: how call matching works, the one setting it needs, and why it never guesses.
Built to work together — two free forever, one paid with a 14-day trial. All five-minute setups.
White-label client dashboards from your CRM data — logo, share link, scheduled email reports, PDF handouts. Setup and branding guide.
Live CRM data in Google Sheets and Looker Studio — feed URLs, the =IMPORTDATA formula, and the community-connector walkthrough.
Create Zoom events from workflows, personal join links per contact, and Attended / No-Show triggers that run your follow-up for you.
Can't find your setup? Email hello@pipelinesignals.io — a human who built this answers fast, and white-glove setup is free during early access.
Pipeline Signals · dedup, retries, expiry windows and consent flags handled automatically