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pipelinedeals + Plaid Integrations

Syncing pipelinedeals 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 pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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 pipelinedeals and Plaid Integrations

  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    pipelinedeals Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • pipelinedeals Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • pipelinedeals MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • pipelinedeals Gmail

    pipelinedeals + Gmail

    Create Draft from Gmail from list deal stages to pipeline deals Read More...
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Gmail Create Draft
  • pipelinedeals Gmail

    pipelinedeals + Gmail

    Send Email in Gmail when list deal stages is added to pipeline deals Read More...
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Gmail Send Email
  • pipelinedeals Gmail

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    pipelinedeals {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect pipelinedeals + Plaid in easier way

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • New Item

    Triggers when a new item is created.

    Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Create payment recipient

    Create a new payment recipient

How pipelinedeals & Plaid Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate pipelinedeals 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.