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

    Only successfully completed payments trigger this.

    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

    Only successfully completed payments trigger this.

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

    Refunded Sale

    Only refunded payments trigger this.

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

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

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

    Successful Sale

    Only successfully completed payments trigger this (with line item support).

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

    All Merchant Transactions

    All Merchant Transactions, regardless of status, trigger this.

    Trigger
    Instant
    Try It
  • 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.
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Related categories

  • Payment Processing
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier