PayPal + Salesforce
Track all PayPal merchant transactions and create contacts in Salesforce
Keep your Salesforce contacts up-to-date with every PayPal transaction. When a merchant transaction occurs in PayPal, this workflow swiftly creates a new contact in Salesforce. This seamless connection saves you time and ensures your Salesforce contact list always reflects your latest PayPal activities.
Keep your Salesforce contacts up-to-date with every PayPal transaction. When a merchant transaction occurs in PayPal, this workflow swiftly creates a new contact in Salesforce. This seamless connection saves you time and ensures your Salesforce contact list always reflects your latest PayPal activities.
- When this happens...All Merchant Transactions
Triggers when a new merchant transacation is created, regardless of status.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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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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