PayPal + Salesforce + Salesforce Essentials Integrations

How to connect PayPal + Salesforce + Salesforce Essentials

Zapier lets you send info between PayPal and Salesforce and Salesforce Essentials automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with PayPal + Salesforce + Salesforce Essentials

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, Salesforce, and Salesforce Essentials. And don’t forget that you can add more apps and actions to create complex workflows.

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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How PayPal + Salesforce + Salesforce Essentials Integrations Work

  1. Step 1: Authenticate PayPal, Salesforce, and Salesforce Essentials.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
paypal logo
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.
Learn moreHelp

Related categories

  • Payment Processing
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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