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Integrate Plaid with Freshsales

Appy Pie Connect allows you to automate multiple workflows between Plaid and Freshsales

  • No code
  • No Credit Card
  • Lightning Fast Setup
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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.

About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

Looking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives

  • Xero Integration Xero

Best ways to Integrate Plaid + Freshsales

  • Plaid Integration Slack Integration

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    Close
    When this happens...
    Plaid Integration New Lead
     
    Then do this...
    Slack Integration Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Plaid Integration Gmail Integration

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    Close
    When this happens...
    Plaid Integration New Lead
     
    Then do this...
    Gmail Integration Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Plaid Integration Microsoft Teams Integration

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    Close
    When this happens...
    Plaid Integration New Lead
     
    Then do this...
    Microsoft Teams Integration Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Plaid Integration Gmail Integration

    Freshsales + Gmail

    Create Draft to Gmail from New Deal in Freshsales Read More...
    Close
    When this happens...
    Plaid Integration New Deal
     
    Then do this...
    Gmail Integration Create Draft
  • Plaid Integration Gmail Integration

    Freshsales + Gmail

    Send Email in Gmail when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Plaid Integration New Deal
     
    Then do this...
    Gmail Integration Send Email
  • Plaid Integration {{item.actionAppName}} Integration

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Plaid + Freshsales in easier way

It's easy to connect Plaid + Freshsales without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Plaid & Freshsales Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshsales as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to Freshsales.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.