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
All Merchant Transactions, regardless of status, trigger this.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try It
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.
Try It
