Track all PayPal merchant transactions and update opportunities in LeadConnector
Integrate your PayPal and LeadConnector workflows efficiently with this automation. Each time a transaction takes place in PayPal, LeadConnector updates or creates a new Opportunity. This helps you keep track of all your merchant transactions, making sure you never miss a business opportunity. Simplify your sales process, skip manual data transfers and focus on growing your business.
Integrate your PayPal and LeadConnector workflows efficiently with this automation. Each time a transaction takes place in PayPal, LeadConnector updates or creates a new Opportunity. This helps you keep track of all your merchant transactions, making sure you never miss a business opportunity. Simplify your sales process, skip manual data transfers and focus on growing your business.
- When this happens...All Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Successful Sale
Only successfully completed payments trigger this (with line item support).
Try ItAll Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)