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Woodpecker.co + Plaid Integrations

Syncing Woodpecker.co 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 Woodpecker.co

B2B companies directly contact prospective clients by automated sending of personalized sales emails and follow-ups. Send emails and follow-up sequences automatically from your mailbox and have all the replies detected. Grow your business within the Predictable Revenue methodology

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 Woodpecker.co and Plaid Integrations

  • Woodpecker.co Pipedrive

    Woodpecker.co + Pipedrive

    Add interested Woodpecker.co prospects to Pipedrive as deals Read More...
    When this happens...
    Woodpecker.co Prospect Interested
     
    Then do this...
    Pipedrive Create Deal
    Having trouble manually updating Pipedrive with fresh deals? Set up this integration and every prospect you identify as 'interested' in Woodpecker will be added to Pipedrive as a new deal. Save yourself some time and watch as you get more and more comfortable with controlling your pipeline.
    How This Woodpecker.co – Pipedrive Integration Works
    • When you mark a prospect who replied as interested
    • Appy Pie Connect create a new deal on Woodpecker.co.
    What You Need
    • Woodpecker.co account
    • Pipedrive account
  • Woodpecker.co Salesforce

    Woodpecker.co + Salesforce

    Create Salesforce records when prospects reply to Woodpecker.co campaigns Read More...
    When this happens...
    Woodpecker.co Prospect Replied
     
    Then do this...
    Salesforce Update Record
    One of the most difficult things for salespeople is keeping track of prospects. Appy Pie Connect makes it easy to keep your CRM up-to-date with the leads that create them in the first place—by automatically updating Salesforce records when a prospect replies to a message in Woodpecker.co. That way, you know which prospects are moved from hot to warm or from warm to hot.
    How This Woodpecker.co – Salesforce Integration Works
    • A prospect replies to your email
    • Appy Pie Connect updates Salesforce record.
    What You Need
    • Woodpecker.co account
    • Salesforce account
  • Woodpecker.co Salesforce

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    {{item.message}} Read More...
    When this happens...
    Woodpecker.co {{item.triggerTitle}}
     
    Then do this...
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Connect Woodpecker.co + Plaid in easier way

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

    Triggers
  • Email Opened

    Triggers when a prospect opens your email.

  • Email Sent

    Triggers when Woodpecker sends an email to prospect from campaign.

  • Link Clicked

    Triggers when a prospect clicks on a link in your email.

  • Prospect Blacklisted

    Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.

  • Prospect Bounced

    Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker

  • Prospect Interested

    Triggers when you mark a prospect who replied as INTERESTED.

  • Prospect Invalid

    Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.

  • Prospect Maybe Later

    Triggers when you mark a prospect who replied as MAYBE LATER.

  • Prospect Not Interested

    Triggers when you mark a prospect who replied as NOT INTERESTED.

  • Prospect Replied

    Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.

  • New Item

    Triggers when a new item is created.

    Actions
  • Create or Update Prospect

    Adds a new prospect or Updates existing prospect in the list of Prospects.

  • Create or Update Prospect in Campaign

    Adds a new prospect or updates existing prospect's data in a campaign of choice.

  • Stop Follow Ups

    Stop follow-ups planned for this prospect.

  • Create payment recipient

    Create a new payment recipient

How Woodpecker.co & Plaid Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Woodpecker.co 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.