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Plaid + Snov.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Plaid and Snov.io

  • 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 Snov.io

Snov.io is an easy and powerful CRM. Find leads, manage your database, and send converting automated emails.

Snov.io Integrations

Best ways to Integrate Plaid + Snov.io

  • Plaid Slack

    Snov.io + Slack

    Post new campaign replies from Snovio to Slack Read More...
    Close
    When this happens...
    Plaid New Reply
     
    Then do this...
    Slack Send Channel Message
    You don't want your team to miss out on new lead responses. With this Appy Pie Connect integration, every new response to your Snov.io drip campaign will be automatically logged in a Slack channel for everyone to see. Use this connection to collaborate with your team on next actions for hot leads or to track the effectiveness of team campaigns.
    How This Integration Works
    • A new reply from a prospect is received
    • Appy Pie Connect posts a new message to a specific #channel you choose.
    What You Need
    • Snov.io account
    • Slack account
  • Plaid Asana

    Snov.io + Asana

    Create Asana tasks from new replies in Snov.io email campaigns Read More...
    Close
    When this happens...
    Plaid New Reply
     
    Then do this...
    Asana Create Task
    If you find it difficult to maintain track of leads who are potentially interested? Set up this Appy Pie Connect automation to create tasks in Asana anytime you receive new replies in your Snov.io campaigns. This Appy Pie Connect integration makes it simple to track and distribute work to your sales staff.
    How This Integration Works
    • A new reply from a prospect is received
    • Appy Pie Connect posts a new task on Asana.
    What You Need
    • Snov.io account
    • Slack account
  • Plaid Gmail

    Snov.io + Gmail

    Create Draft from Gmail from Prospect Completed Campaign to snovio Read More...
    Close
    When this happens...
    Plaid Prospect Completed Campaign
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    Snov.io + Gmail

    Send Email in Gmail when Prospect Completed Campaign is added to snovio Read More...
    Close
    When this happens...
    Plaid Prospect Completed Campaign
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    Snov.io + Gmail

    Create Label from Gmail from Prospect Completed Campaign to snovio Read More...
    Close
    When this happens...
    Plaid Prospect Completed Campaign
     
    Then do this...
    Gmail Create Label
  • 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 + Snov.io in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • Email Opened

    Triggers when a prospect opens your email (once per email).

  • Link Clicked

    Triggers when a prospect clicks a link in an email (once per email).

  • New Reply

    Triggers when a new reply from a prospect is received.

  • Prospect Completed Campaign

    Triggers when a campaign is completed for a prospect.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Add Email for Verification

    This action adds an email for verification.

  • Create Update Prospect

    Creates / Updates a Prospects.

  • Search Email

    This action launches a search of emails by first name, last name, and domain name; collect search results through Collect Email

  • Update Recipient Status

    Change recipient's status in an email drip campaign.

How Plaid & Snov.io 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 Snov.io 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 Snov.io.

    (2 minutes)

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