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Set up your first integration
Quickly connect PayPal to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate PayPal with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Billing Plan Webhooks" from PayPal.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects PayPal and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Docs Link
- Events
Try ItTriggerInstant- Docs Link
- Events
Try ItTriggerInstant- Docs Link
- Events
Try ItTriggerInstant- Invoice Number
- Reference
- Currency Code
- Invoice Date
- Due Date
- Payment Terms
- Note
- Terms and Conditions
- Memo
- Your Business Name
- Your First Name
- Your Last Name
- Your Email
- Your Phone Country Code
- Your Phone Number
- Your Phone Type
- Your Website
- Your Tax ID
- Your Logo URL
- Your Additional Notes
- Your Address Line 1
- Your Address Line 2
- Your Address Line 3
- Your City
- Your State/Province
- Your Postal Code
- Your Country Code
- Recipient Business Name
- Recipient First Name
- Recipient Last Name
- Recipient Email
- Recipient Phone Country Code
- Recipient Phone Number
- Recipient Phone Type
- Recipient Additional Info
- Recipient Language
- Recipient Address Line 1
- Recipient Address Line 2
- Recipient Address Line 3
- Recipient City
- Recipient State/Province
- Recipient Postal Code
- Recipient Country Code
- Shipping Business Name
- Shipping First Name
- Shipping Last Name
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address Line 3
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Item NameRequired
- Item Description
- Item QuantityRequired
- Item Unit AmountRequired
- Unit of Measure
- Item Date
- Item Tax Name
- Item Tax Percentage
- Item Tax Note
- Item Discount Type
- Item Discount Value
- Invoice Discount Type
- Invoice Discount Value
- Shipping Amount
- Shipping Tax Name
- Shipping Tax Percentage
- Custom Charge Label
- Custom Charge Amount
- Allow Partial Payment
- Minimum Amount Due
- Allow Tip
- Tax Calculated After Discount
- Tax Inclusive Pricing
- Template ID
- Additional Recipients (CC)
ActionWrite
- Docs Link
- Events
Try ItTriggerInstant- Docs Link
- Events
Try ItTriggerInstant- Docs Link
- Events
Try ItTriggerInstant- AmountRequired
- Currency Code
- Payment Intent
- Description
- Reference ID
- Custom ID
- Invoice ID
- Payer Email
- Payer First Name
- Payer Last Name
- Item Name
- Item Quantity
- Item SKU
- Item Category
- Shipping Type
- Shipping Full Name
- Shipping Email
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping State/Province
- Shipping City
- Shipping Postal Code
- Shipping Country Code
- Return URL
- Cancel URL
- Brand Name
- Shipping Preference
- User Action
- Soft Descriptor
ActionWrite
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Learn how to automate Pipedrive on the Zapier blog
Frequently Asked Questions about PayPal + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PayPal and Pipedrive
How can I integrate PayPal with Pipedrive?
You can integrate PayPal with Pipedrive using automation platforms like ours. This involves setting up a trigger and action, for example, using 'New Sale' in PayPal as a trigger and 'Create Deal' in Pipedrive as the action.
What triggers are available when connecting PayPal to Pipedrive?
Common triggers include 'New Sale', 'New Payment', and 'Refund Issued' in your PayPal account, which can then be linked to actions such as updating deals or contacts in Pipedrive.
Are there any specific actions in Pipedrive supported when integrated with PayPal?
Yes, you can perform actions like 'Create or Update Deal', 'Add Note', or even 'Move Deal to Stage', which are initiated from triggers set in your PayPal account.
Can we automate sending confirmation emails from Pipedrive after a payment is received via PayPal?
Absolutely. Once a payment is received in PayPal, our integration platform can trigger an action to send out confirmation emails via your chosen email service connected to Pipedrive.
Is it possible to automatically update deal stages in Pipedrive based on completed transactions in PayPal?
Yes, you can set up automation where the trigger is a completed transaction on PayPal that will then move the associated deal to a new stage within Pipedrive.
Can I track refunds processed through PayPal within my Pipedrive dashboard?
Refunds issued through PayPal can serve as triggers that update relevant deal information or add notes within your Pipedrive dashboard for tracking purposes.
What should I do if the integration between PayPal and Pipedrive isn't working correctly?
If there are issues with the integration, ensure that all triggers and actions are set up correctly and check our support documentation. If problems persist, reach out for support so we can assist you.