PayPal + Salesforce
Search for or create Salesforce contacts and create new opportunities from PayPal sales
When this happens
Step 1: Successful Sale
Then do this
Step 2: Create Record
Need to track contacts and payments made from PayPal in Salesforce? You're in luck: Anytime you have a new purchase in PayPal, Zapier will copy their contact info to make a new contact AND a new opportunity in Salesforce. That means you can stop copying and pasting customer information and payment histories!
How this integration works
- Successful sales come through PayPal
- Zapier searches for matching contacts in Salesforce or creates a new one
- Zapier creates new opportunities in Salesforce
Apps involved
- PayPal
- Salesforce
- Salesforce
Successful SaleOnly successfully completed payments trigger this.Trigger- Successful SaleOnly successfully completed payments trigger this (with line item support).Trigger
- Refunded SaleOnly refunded payments trigger this.Trigger
- All Merchant TransactionsAll Merchant Transactions, regardless of status, trigger this.Trigger
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
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