?>

Plaid + HubSpot CRM Integrations

Syncing Plaid with HubSpot CRM 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.

Heart

20 Million work hours saved

Award Winning App Integration Platform

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 CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

HubSpot CRM Integrations
HubSpot CRM Alternatives

Looking for the HubSpot CRM Alternatives? Here is the list of top HubSpot CRM Alternatives

  • Zoho CRM Integration Zoho CRM
  • Salesforce Integration Salesforce
  • Pipedrive Integration Pipedrive
  • MailChimp Integration MailChimp
  • Agile CRM Integration Agile CRM
  • Insightly Integration Insightly
  • Freshsales Integration Freshsales
  • Salesflare Integration Salesflare
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics 365 Business Central
  • ClickUp Integration ClickUp
  • monday.com Integration monday.com
Connect Plaid + HubSpot CRM in easier way

It's easy to connect Plaid + HubSpot CRM 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 created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • Actions
  • Create payment recipient

    Create a new payment recipient

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon

How Plaid & HubSpot CRM 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 CRM 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 CRM.

    (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 November 09,2022 06:11 pm