PayPal + Salesforce
Create Salesforce records for new PayPal merchant transactions
Effortlessly track and manage all PayPal merchant transactions in your Salesforce account with this seamless workflow. Whenever a new transaction occurs in PayPal, a corresponding record will be created in Salesforce, ensuring that your sales data remains organized and up-to-date. Spend less time on manual data entry and focus on what matters most: growing your business.
Effortlessly track and manage all PayPal merchant transactions in your Salesforce account with this seamless workflow. Whenever a new transaction occurs in PayPal, a corresponding record will be created in Salesforce, ensuring that your sales data remains organized and up-to-date. Spend less time on manual data entry and focus on what matters most: growing your business.
- When this happens...All Merchant Transactions
Triggers when a new merchant transacation is created, regardless of status.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
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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.
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