PayPal + Salesforce
Create Salesforce records for new PayPal merchant transactions
Effortlessly track and manage all PayPal merchant transactions in your Salesforce account with this seamless workflow. Whenever a new transaction occurs in PayPal, a corresponding record will be created in Salesforce, ensuring that your sales data remains organized and up-to-date. Spend less time on manual data entry and focus on what matters most: growing your business.
Effortlessly track and manage all PayPal merchant transactions in your Salesforce account with this seamless workflow. Whenever a new transaction occurs in PayPal, a corresponding record will be created in Salesforce, ensuring that your sales data remains organized and up-to-date. Spend less time on manual data entry and focus on what matters most: growing your business.
- When this happens...All Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
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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 ItHistory ObjectRequired
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
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