Plaid is a financial data platform that powers fintech and digital finance products. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments.
Automatically send follow-up emails or content based on lead behavior.
General inquiries or messages from prospects; starts the sales conversation.
Allow users to request product demos or free trials, signaling strong buying intent.
Request stock replenishment or internal transfer of materials between departments.
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