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.
Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.Freshworks CRM Integrations
Freshworks CRM + Google ContactsCreate contacts in Google Contacts from new Freshworks CRM contacts Read More...
Freshworks CRM + SlackSend Slack channel messages for new accounts in Freshworks CRM Read More...
Freshworks CRM + GoToWebinarCreate GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
Freshworks CRM + GmailCreate Draft to Gmail from New Appointment in Freshworks CRM Read More...
Freshworks CRM + GmailSend Email in Gmail when New Appointment is created in Freshworks CRM Read More...
It's easy to connect Plaid + Freshworks CRM without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Create a new payment recipient
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.