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Customer stories

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Mailchimp

PayPal

WooCommerce

Salesforce

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How a Nonprofit Automatically Creates CRM Contacts and Builds Mailing Lists from Donations

Need to track contacts and payments made from PayPal in Salesforce? You're in luck: Anytime you have a new purchase in PayPal, Zapier will copy their contact info to make a new contact AND a new opportunity in Salesforce. That means you can stop copying and pasting customer information and payment histories!

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.

Triggers when a payment is completed successfully.

Successful Sale

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

Successful Sale (Line Items)

Refunded Sale

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

All Merchant Transactions

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

Triggers when a new Attachment is added to a case.

New Case Attachment

New Contact

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

New Lead

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Create Contact

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Create Lead

Creates a new note and links it to a parent record

Create Note

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Send Email

Updates an existing contact in Salesforce.

Update Contact

Update Lead

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Record

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Update Record (UTC)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Search for or create Salesforce contacts and create new opportunities from PayPal sales

Convert your WooCommerce payments into Salesforce customers and opportunities automatically! Every time a new WooCommerce order comes through, this integration will grab your customer and payment information and create a new contact and opportunity in your Salesforce account. No more copy, no more paste—just the information you need, where you need it most. 

WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.

Triggers when any Booking is created, updated, deleted, etc. WooCommerce Bookings must be installed and enabled.

Booking

Triggers when any Coupon is created, updated, deleted, etc. Coupon functionality must be enabled.

Coupon

Triggers when any Customer is created, updated, deleted, etc.

Customer

Triggers when any Membership Plan is created, updated, deleted, etc. WooCommerce Memberships must be installed and enabled.

Membership Plan

Triggers when any Order is created, updated, deleted, etc.

Order

Triggers when any Order is created, updated, deleted, etc. Creates a separate task for each line item in an Order.

Line Item in an Order

Triggers when an Order Note is created or deleted.

Order Note

Triggers when any Product or Variation is created, updated, deleted, etc.

Product

Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.

Subscription

Triggers when an Subscription Note is created or deleted.

Subscription Note

Triggers when any User Membership is created, updated, deleted, etc. WooCommerce Memberships must be installed and enabled.

User Membership

Find Coupon

Find Customer

Find Membership Plan

Find Order Note

Find Order

Finds a Product or Variation by searching.

Find Product

Find Subscription Note

Find Subscription

Find User Membership

Find or Create Coupon

Find or Create Customer

Find or Create Order Note

Find or Create Order

Find or Create Product

Find or Create Subscription Note

Find or Create Subscription

Find or Create User Membership

Create Coupon

Update Coupon

Create Customer

Update Customer

Create Order

Create Order Note

Update Order

Create Product

Manage the regular price or sale price of an existing Product or Variation by SKU or ID.

Update Product Price

Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.

Update Product Stock Quantity

Updates an existing Product or Variation.

Update Product

Create Subscription

Create Subscription Note

Update Subscription

Create User Membership

Update User Membership

Create contacts and opportunities in Salesforce from new WooCommerce sales

Use this Zap to add your contacts as new subscribers on a Mailchimp list as soon as they're created. Once you set up this integration, new Salesforce contacts created from that point forward will be automatically added as a new subscriber on a Mailchimp list.

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Triggers when a new campaign is created or sent.

New Campaign

Triggers when a recipient opens an email in a specific campaign.

Email Opened

Triggers when a recipient clicks a pre-specified link in your campaign.

Link Clicked

Triggers when a new audience is added to your MailChimp accounts.

New Audience

Triggers when a new customer is added to a selected store.

New Customer

Triggers when a new subscriber is added to an audience.

New Subscriber

New Order

Triggers when any current subscriber unsubscribes from an audience.

New Unsubscriber

Triggers when a subscriber is added to a Tag within a List.

New Subscriber With Tag

Triggers when a subscriber is added to a segment or tag within an audience.

New Subscriber in Segment or Tag

Triggers when a subscriber is added or updated in an audience.

New or Updated Subscriber

Find a Campaign

Find Tag

Searches for a new subscriber on your MailChimp audience.

Find a Subscriber

Find or Create Campaign

Find or Create Tag

Find or Create Subscriber

Archive Subscriber

Create Campaign

Get report details for a specific sent campaign.

Campaign Report

Get report details for a specific link clicks.

Click Report

Create Tag

Creates a custom event for an existing subscriber.

Create Custom Event

Creates a new audience in your MailChimp account.

Create Audience

Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

How a Nonprofit Automatically Creates CRM Contacts and Builds Mailing Lists from Donations

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