Integrate HubSpot with Plaid
Appy Pie Connect allows you to automate multiple workflows between HubSpot and Plaid
- No code
- No Credit Card
- Lightning Fast Setup
Marketing, sales, and service software that helps your business grow without compromise.
About Plaid
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 IntegrationsIt's easy to connect HubSpot + Plaid without coding knowledge. Start creating your own business flow.
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New CompanyTriggers when a new company is available.
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New Contact
Triggers when a new contact is available.
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New Deal
Triggers when a new deal is available.
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New Deal in Stage
Triggers when a deal enters a specified deal.
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New ItemTriggers when a new item is created.
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Add Contact to List
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
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Add File to Contact
Adds a file to a specific contact.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Create a Company in HubSpot
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Create Deal
Create a Deal in HubSpot
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Create Form Submission
Creates a new Submission for a selected form.
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Create Ticket
Create a Ticket in HubSpot
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Create/Update Contact
Create or Update a contact in HubSpot
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Update Company
Update a Company in HubSpot"
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Update Deal
Update a Deal in HubSpot
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Create payment recipient
Create a new payment recipient
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How HubSpot & Plaid Integrations Work
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Step 1: Choose HubSpot as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Plaid as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from HubSpot to Plaid.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
