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...Successful Sale
Only successfully completed payments trigger this.
- 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
