Overview
The Twilio integration allows you to send and receive text messages directly from Pipeline Solutions, streamlining communication with your members. With this integration, all messages sync to Mindbody, ensuring your client chat history is always accessible — even if you stop using Pipeline in the future.
Follow the steps below to connect your Twilio account to Pipeline Solutions.
Step 1: Retrieve Your Twilio Credentials
To connect Twilio to Pipeline Solutions, you’ll need to gather a few key details from your Twilio account:
Navigate to "Your Account" in your Pipeline Solutions portal by clicking your account icon in the top right corner.
Click "Integrations", then click "Connect"
In a new tab or window, log in or Create an Account with Twilio. If you are creating a new Twilio account, you will need to complete Regulatory Compliance to continue.
Go to Twilio Console.
Find your Account SID:
From the Twilio dashboard, locate the Account SID under the "Account Info" section as you scroll down the Account Dashboard page.
Paste your Twilio Account SID into the Account SID field in the Pipeline Solutions Twilio integration modal.
Generate an API Key:
Click "Go to API Keys".
Click Create API Key.
Select Standard Key and enter a descriptive name (e.g., "Pipeline Solutions Integration").
Copy and paste the API Key SID and API Key Secret into the Pipeline Solutions Twilio integration modal and also store them in a secure location (they will only be visible once).
Retrieve Your Twilio Phone Number:
Go to Account Dashboard and scroll down.
Copy the phone number you’d like to use for sending texts.
Paste the phone number into the Pipeline Solutions Twilio integration modal.
Click Save Changes.
Step 2: Verify Your Connection
After saving your credentials, Pipeline Solutions will verify the connection, you should see a green checkmark.
If there is an error, double-check your credentials and try again.
Step 3: Start Sending Messages
Once connected, your team can start sending SMS directly from Pipeline Solutions:
Open Clients -> click on any client profile and navigate to the SMS tab. If an SMS tab isn't available, that indicates that the client does not have a phone number saved in Mindbody.
Compose your message and send it instantly.
Messages will be logged and synced to Mindbody for future reference.
If you see an instant reply to your first test message that looks like this:
Follow these steps in Twilio Console:
Click Phone Numbers -> Manage -> Active Numbers.
Check that the Active Configuration webhooks are:
If they are not, click on the phone number and in the Configure tab, enter in the Pipeline Solutions Webhooks, as seen below.
FAQs
What if my connection fails?
If you receive an error while connecting Twilio:
Double-check your Account SID, API Key SID, API Key Secret, and Phone Number.
Ensure your API Key is set to Standard in Twilio.
If the issue persists, contact Pipeline Solutions Support.
How long does it take for Twilio to verify my new number and complete Regulatory Compliance?
It can take 1-7 business days for Twilio to verify your new phone number.
Can I use multiple Twilio numbers?
At this time, Pipeline Solutions supports linking one Twilio number per account.
If I currently use GoHighLevel or a white labelled GoHighLevel lead management system that uses Twilio, can I use that account and phone number?
Yes! When you connect your Twilio account to Pipeline Solutions, that will create a two-way sync between Pipeline Solutions and your GoHighLevel lead management system. Texts sent in GoHighLevel will automatically sync to Pipeline and be viewable in Client Profiles, and texts in Pipeline will be viewable in your GoHighLevel client cards.
Can I use my Loyalsnap phone number with Twilio?
At this time, Pipeline Solutions does not support a two-way sync with Loyalsnap.
Is message history saved?
Yes! All texts sent through Pipeline Solutions are stored and synced with Mindbody, ensuring your chat history remains accessible.
Are there additional costs for sending messages?
Twilio setup charges and text charges apply, check Twilio’s pricing at Twilio SMS Pricing.
Complete Regulatory Compliance
Navigate to Messaging -> Regulatory Compliance -> A2P 10DLC Overview.
If you are currently registered as a Sole Proprietor, or have not yet, click Compare Packages.
Select Low-Volume Standard -> Register.
Complete your Customer Profile (you will need a business tax ID).
Complete the Business Details section with your business details.
Select Consumer as your Business Industry.
Complete the Business Address and Contact Information sections with your business details, then Review and Submit. This can take up to 72 hours, but you should be able to continue to the next step.
It's time to register your Brand. Select Low-Volume Standard Brand and Private.
Brand registration can take 1-7 business days. Once approved, it's time for Campaign Registration. Twilio outlines best practices here.
Select Available A2P Campaign use cases -> Low Volume Mixed.
Select Create new Messaging Service.
Be sure to follow Twilio's best practices to complete the remaining Campaign fields, here is an example:
Field | Default Response |
Campaign Description | Two-way communication between the fitness studio and its members. Includes booking confirmations, schedule updates, membership inquiries, and engagement follow-ups. |
Sample Message 1 | Hey [FirstName], just a reminder you’re booked for class tomorrow at 6:00am at Angel Grove Studio. See you then! Reply STOP to opt-out. |
Sample Message 2 | We missed you this week, [FirstName]. Want to rebook your next class? Reply STOP to opt-out. |
Sample Message 3 | Thanks for joining our 7-Day Trial! Any questions? Just reply here and we’ll help. Reply STOP to opt-out. |
Messages will include embedded links | Yes |
How do end-users consent to receive messages | End users consent to receiving text messages when they join the studio and complete our intake form, or complete an online lead form; they are providing the phone number for us to reach out to. Our Privacy Policy outlines our agreement with contacting our end users [Link to your studio's privacy policy]. |
Opt-in Keywords | Leave blank if you don't have any opt-in keywords. |
Opt-in Message | Leave blank if you don't have an opt-in message. |
Make sure the sample messages reflect how your team will actually use SMS.
You must include “Reply STOP to unsubscribe” or "Reply STOP to opt-out" in at least one example message.
Twilio usually approves campaigns within 1–2 business days if fields are accurate.
Click Create.
Once approved you can Register Phone Numbers.
Need Help?
If you have any questions or need assistance setting up Twilio, reach out to our support team via Intercom Chat or email us at support@pipeline-solutions.co.