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Plaid + SharpSpring Integrations

Appy Pie Connect allows you to automate multiple workflows between Plaid and SharpSpring

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

SharpSpring Integrations

Best ways to Integrate Plaid + SharpSpring

  • Plaid Google Sheets

    SharpSpring + Google Sheets

    Create new rows on Google Sheets for new SharpSpring leads Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Are you looking for the most efficient approach to keep track of all of your SharpSpring leads? Set up this SharpSpring Google Sheets integration to establish a consistent and automated connection with an old-fashioned spreadsheet. It will then upload the details for each new SharpSpring lead to a new row on Google Sheets, allowing it to follow each one flawlessly from there.
    How This SharpSpring -Google Sheets Integration Works
    • A new lead is created on SharpSpring
    • Appy Pie Connect creates a new row on Google Sheets.
    What You Need
    • SharpSpring account
    • Google Sheets account
  • Plaid Todoist

    SharpSpring + Todoist

    Create Todoist tasks for new SharpSpring leads Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Todoist Create Task
    Are you having trouble ensuring that your Todoist team can handle all of the new lead action items? To help automate the connection and ensure your efficiency, use the SharpSpring Todoist integration. Once active, it will automatically add a new task to Todoist for each new lead you add to SharpSpring, bringing in all the necessary information.
    How This SharpSpring - Todoist Integration Works
    • A new lead is created on SharpSpring
    • Appy Pie Connect creates a new task on Todoist.
    What You Need
    • SharpSpring account
    • Todoist account
  • Plaid Google Tasks

    SharpSpring + Google Tasks

    Create tasks in Google Tasks from new SharpSpring opportunities Read More...
    Close
    When this happens...
    Plaid New Opportunity
     
    Then do this...
    Google Tasks Create Task
    Do you want to ensure that your team handles all of the tasks related with fresh opportunities? Using this SharpSpring and Google Tasks integration, any new SharpSpring opportunity will immediately generate a Google Tasks task. Set up this integration and make sure you each lead is followed promptly.
    How This SharpSpring – Google Tasks Integration Works
    • A new opportunity is created on SharpSpring
    • Appy Pie Connect creates a new task on Google Tasks.
    What You Need
    • SharpSpring account
    • Google Tasks account
  • Plaid Gmail

    SharpSpring + Gmail

    Create Draft to Gmail from New Account in SharpSpring Read More...
    Close
    When this happens...
    Plaid New Account
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    SharpSpring + Gmail

    Send Email in Gmail when New Account is created in SharpSpring Read More...
    Close
    When this happens...
    Plaid New Account
     
    Then do this...
    Gmail Send Email
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + SharpSpring in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    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 Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

How Plaid & SharpSpring Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SharpSpring as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to SharpSpring.

    (2 minutes)

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