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.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.Zoho CRM Integrations
It's easy to connect Plaid + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Create a new payment recipient
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)