PayPal + Salesforce
Create Salesforce records for new successful PayPal sales
Enhance your sales tracking with this streamlined workflow. When a PayPal sale is successful, a new record is immediately created in Salesforce. This process eradicates manual data entry, ensuring your sales data is always current and accurate. Employ this efficient solution to remain organized and keep a thorough record of all your sales transactions.
Enhance your sales tracking with this streamlined workflow. When a PayPal sale is successful, a new record is immediately created in Salesforce. This process eradicates manual data entry, ensuring your sales data is always current and accurate. Employ this efficient solution to remain organized and keep a thorough record of all your sales transactions.
- When this happens...Successful Sale
Triggers when a payment is completed successfully.
- 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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