?>
  1. App Directory
  2. Plaid
  3. Integrations
  4. SharpSpring

Plaid + SharpSpring Integrations

Syncing Plaid with SharpSpring 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

top50-development-product top50-analytics sitejabber Capterra Ease of Use for Application Development 21-Oct GetApp Category Leaders for No Code Platform Oct-21 Software Advice Frontrunners for No Code Platform Oct-21
Plaid Integrations
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 SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

SharpSpring Integrations
Connect Plaid + SharpSpring in easier way

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

  • Triggers
  • New Item

    Triggers when a new item is created.

  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • Actions
  • Create payment recipient

    Create a new payment recipient

  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

Compliance Certifications and Memberships

GDPR pciDss iso soc

Highly rated by thousands of customers all over the world

Capterra
G2
Gartner
Trustpilot
Get App
Software Advice

We’ve been featured on

featuredon

How Plaid & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Suggested Integrations

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm