PayPal + Salesforce Essentials
Search for or create contacts and create new opportunities in Salesforce Essentials from PayPal sales
Following up with PayPal customers? This integration makes that quick and easy. Once set up, it automatically searches for a contact in Salesforce Essentials, or creates a new contact, then adds them to a new Salesforce Essentials opportunity as a new PayPal sale is recorded.
Following up with PayPal customers? This integration makes that quick and easy. Once set up, it automatically searches for a contact in Salesforce Essentials, or creates a new contact, then adds them to a new Salesforce Essentials opportunity as a new PayPal sale is recorded.
- When this happens...
- automatically do this...Find Record
Finds a record of a specified Salesforce object by a field and value you choose.
- then do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Docs Link
Events
Try ItDocs Link
Events
Try ItDocs Link
Events
Try ItInvoice 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)
Docs Link
Events
Try ItDocs Link
Events
Try ItDocs Link
Events
Try ItAmountRequired
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
