Plaid allows financial institutions like banks, personal finance, and wealth management companies to enable 3rd party access to their data through an API-based data access strategy. If you’re using Plaid, AppShark can help you get more value from your financial data, by integrating Plaid with Salesforce CRM.

Why integrate Plaid with Salesforce and choose AppShark to integrate them for you?

Integrating Plaid and Salesforce helps businesses establish a system where banking and finances from mutliple accounts can be tracked and monitored from a single point of view.

Harnessing the power of this integration will:

  1. Build a connected ecosystem by centralizing all your financial data & processes
  2. Automate data synchronization and minimize duplicate data entry
  3. Drive coordination between your teams by sharing financial and banking data
  4. Give 360-degree visibility into your transactional operations
  5. Streamline & automate your financial processes

 

And more!

Interested in our Offering?

Are you a growing business with a vision of transitioning to fast-track growth?

Reach out to us for any sort of consultation/implementation/integration of Salesforce applications or custom software solutions.
Expertise is just a click away.

Certified Salesforce Integration Consultants – Just A Call Away

AppShark is a Gold level certified Salesforce partner with more than a decade of experience in Salesforce Implementation, Consulting, and Development. AppShark has garnered deep expertise spanning various niches providing all-round services from beginning from consultation to support.

Interested in our Offering?

Are you a growing business with a vision of transitioning to fast-track  growth?

Reach out to us for any sort of consultation/implementation/integration of Salesforce applications or custom software solutions.
Expertise is just a click away.