PayPal + Salesforce
Create leads in Salesforce for all new merchant transactions in PayPal
Easily manage your sales efforts whenever a new transaction occurs in your PayPal account. This workflow initiates when there's any merchant transaction in PayPal, enabling an immediate creation of a new lead in Salesforce. Perfect for businesses, it offers a swift, seamless transition of information, aiding in efficient tracking and follow-up with potential customers. Enhance your CRM practices with this streamlined sales process, maintaining updated leads without manual effort.
Easily manage your sales efforts whenever a new transaction occurs in your PayPal account. This workflow initiates when there's any merchant transaction in PayPal, enabling an immediate creation of a new lead in Salesforce. Perfect for businesses, it offers a swift, seamless transition of information, aiding in efficient tracking and follow-up with potential customers. Enhance your CRM practices with this streamlined sales process, maintaining updated leads without manual effort.
- When this happens...All Merchant Transactions
Triggers when a new merchant transacation is created, regardless of status.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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- 14 day trial for premium features & apps
Successful Sale
Triggers when a payment is completed successfully.
Try ItRefunded Sale
Triggers when a payment is refunded.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
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Successful Sale (Line Items)
Triggers when a payment is completed successfully (with line item support).
Try ItAll Merchant Transactions
Triggers when a new merchant transacation is created, regardless of status.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
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