Troubleshooting CRM

If leads aren't moving through your pipeline as expected, or automations aren't triggering, there are a few important things to check.

Automations that depend on state changes require the appropriate pipeline configuration.

Make sure the relevant states and links have been created and that the automation is connected to the intended transition.


Moving Between Multiple Pipelines

If you use more than one pipeline, moving a lead from one pipeline to another requires careful configuration.

For Example:

I want to move a lead from my Gym Consult - Attended Intro (pipeline/state) to my Trial pipeline.

  • Create a Custom state change automation in the Gym Consult pipeline - state change to 'Attended Intro'
  • Day 0: State change into Trials pipeline into a 'holding' state of 'Waiting for Trial' in the Trial pipeline.
  • Min 1: Follow up with an email/SMS for the lead to book a trial using the trial variable link.

Without the correct configuration, the lead may not enter the intended state or continue along the expected automation journey.

Important: When jumping between pipelines, you need an automation that performs a state change.


Multi-Location Configuration

If your gym has multiple locations, check that forms, campaigns, pipelines, services and automations are configured for the correct location.

This is particularly important if different locations have different staff, sales processes or communications.


Automations Not Triggering

If an automation doesn't appear to be working, check the triggering event, relevant state changes, conditions and whether the automation has been activated.

Testing your journeys before using them with live leads is always recommended.