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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.
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
It's easy to connect Plaid + SharpSpring without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Create a new payment recipient
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
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 a Lead in SharpSpring.
Update a opportunity