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GoHighLevel + Plaid Integrations

Syncing GoHighLevel with Plaid 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.

About GoHighLevel

HighLevel is a Full Suite Platform for Agencies. Included in the Platform is a full featured Page Builder to capture leads.

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.

Plaid Integrations

Best GoHighLevel and Plaid Integrations

Connect GoHighLevel + Plaid in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Item

    Triggers when a new item is created.

    Actions
  • Add Tags On Contacts

    Add tags on Contact

  • Create Contact

    Creates a contact.

  • Create Notes

    Creates a notes

  • Create Opportunity

    Creates an opportunity

  • Create Task

    Create a task

  • Create payment recipient

    Create a new payment recipient

How GoHighLevel & Plaid Integrations Work

  1. Step 1: Choose GoHighLevel as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate GoHighLevel with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Plaid as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Plaid with Appy Pie Connect.

    (2 minutes)

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