How to connect PayPal + Salesforce + Salesforce Essentials
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Do even more with PayPal + Salesforce + Salesforce Essentials
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PayPal, Salesforce, and Salesforce Essentials. And don’t forget that you can add more apps and actions to create complex workflows.
Successful Sale
Triggers when a payment is completed successfully.
Try ItRefunded Sale
Triggers when a payment is refunded.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
Successful Sale (Line Items)
Triggers when a payment is completed successfully (with line item support).
Try ItAll Merchant Transactions
Triggers when a new merchant transacation is created, regardless of status.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
Try It
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How PayPal + Salesforce + Salesforce Essentials Integrations Work
- Step 1: Authenticate PayPal, Salesforce, and Salesforce Essentials.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.