We'll send you an email when the integration is ready and keep you informed on all the latest Connect updates.
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.
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
It's easy to connect Plaid + Freshsales without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Create a new payment recipient
Creates a new lead.
Updates an existing lead.