PayPal + Salesforce

Create new Salesforce contacts from successful PayPal sales

When a sale is successfully completed in PayPal, this workflow streamlines your customer management process by instantaneously creating a new contact in Salesforce. By bridging these two platforms, you effectively stay up-to-date with your growing customer base. This automation is certain to save effort and enhance accuracy in your sales tracking procedures.

When a sale is successfully completed in PayPal, this workflow streamlines your customer management process by instantaneously creating a new contact in Salesforce. By bridging these two platforms, you effectively stay up-to-date with your growing customer base. This automation is certain to save effort and enhance accuracy in your sales tracking procedures.

  1. When this happens...
    PayPalPayPal
    Successful Sale

    Triggers when a payment is completed successfully.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • PayPal triggers, actions, and search

    Successful Sale

    Triggers when a payment is completed successfully.

    Trigger
    Instant
    Try It
  • PayPal triggers, actions, and search

    Refunded Sale

    Triggers when a payment is refunded.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • PayPal triggers, actions, and search

    Successful Sale (Line Items)

    Triggers when a payment is completed successfully (with line item support).

    Trigger
    Instant
    Try It
  • PayPal triggers, actions, and search

    All Merchant Transactions

    Triggers when a new merchant transacation is created, regardless of status.

    Trigger
    Instant
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  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
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paypal logo

About PayPal

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps people and businesses receive and make payments in more than 100 currencies in 203 markets.
Learn more

Related categories

  • Payment Processing
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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