CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.Plaid Integrations
It's easy to connect CloudTalk + Plaid without coding knowledge. Start creating your own business flow.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Triggers when a new item is created.
Create a contact.
Update an existing contact.
Create a new payment recipient