Integrate Pipedrive with Plaid
Appy Pie Connect allows you to automate multiple workflows between Pipedrive and Plaid
- No code
- No Credit Card
- Lightning Fast Setup
Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
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 IntegrationsBest Pipedrive and Plaid Integrations
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Pipedrive + Gmail
Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...When this happens...
Deal Matching Filter
Then do this...
Send Email
Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.How This Integration Works- Triggers when a new deal is created on Pipedrive
- Appy Pie Connect automatically sends an email through Gmail
Prerequisites to setup the integration- A Gmail account
- A Pipedrive account
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Pipedrive + Slack
Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...When this happens...
New Deal
Then do this...
Send Direct Message
Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.How This Integration Works- A new deal is added to Pipedrive
- Appy Pie Connect automatically sends a direct message to your specified Slack Channel
What You Need- A Slack account
- A Pipedrive account
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Pipedrive + Twitter
Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...When this happens...
New Person
Then do this...
Add User to List
Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.How this integration works- A contact is created on Pipedrive
- Appy Pie Connect adds that contact directly to the Twitter list
What You Need- A Pipedrive account
- A Twitter account
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When this happens...
New Person
Then do this...
Create Lead
If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!How this Pipedrive – Salesforce integration Works- A new person is added to your Pipedrive account
- Appy Pie Connect adds that person to your Salesforce account as a new lead
What You Need- A Pipedrive account
- A Salesforce account
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When this happens...
New Deal
Then do this...
Create Channel
Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.How this Pipedrive – Slack integration works
- A new deal is added to Pipedrive
- Appy Pie’ Connect creates a new channel on Slack
What You Need- A Pipedrive account
- A Slack account
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Pipedrive + Plaid without coding knowledge. Start creating your own business flow.
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Deal Matching Filter
Triggers every time a deal matches a Pipedrive filter.
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New Activity
Triggers upon an addition of a new activity in Pipedrive.
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New Deal
Triggers every time a new deal is created.
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New Organization
Triggers when a new organization is created.
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New Person
Triggers when a new person is added.
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Organization Matching Filter
Triggers every time an organization matches a Pipedrive filter.
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Person Matching Filter
Triggers whenever a person matches a Pipedrive filter.
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Updated Deal
Triggers upon a updation in an existing deal.
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Updated Organization
Triggers when changes are made in an existing organization.
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Updated Person
Triggers when an existing contact is updated.
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New ItemTriggers when a new item is created.
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Create Activity
Creates a new activity.
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Create Deal
Creates a new deal.
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Create Note
Creates a new note.
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Create Organization
Creates a new organization.
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Create Person
Creates a new person.
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Update Deal
Updates an existing deal.
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Update Person
Updates an existing person.
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Create payment recipient
Create a new payment recipient
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How Pipedrive & Plaid Integrations Work
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Step 1: Choose Pipedrive 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 Pipedrive to Plaid.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
