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Plaid + HubSpot Integrations

Syncing Plaid with HubSpot is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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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 HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

HubSpot Integrations
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Connect Plaid + HubSpot in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Form Submission

    Creates a new Submission for a selected form.

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

Compliance Certifications and Memberships

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How Plaid & HubSpot 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 HubSpot 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 HubSpot.

    (2 minutes)

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

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