How to connect PayPal + Microsoft Dynamics 365 CRM + Microsoft Excel
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Do even more with PayPal + Microsoft Dynamics 365 CRM + Microsoft Excel
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PayPal, Microsoft Dynamics 365 CRM, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.
Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
Try ItNew Account
Triggers when a new account is created.
Try ItNew Contact
Triggers when a new contact is created.
Try It
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 ItUpdated Account
Triggers when an account is updated.
Try ItUpdated Contact
Triggers when a contact has been updated.
Try It
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How PayPal + Microsoft Dynamics 365 CRM + Microsoft Excel Integrations Work
- Step 1: Authenticate PayPal, Microsoft Dynamics 365 CRM, and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.