PayPal + Vtiger CRM
Create or update Vtiger CRM opportunities when new PayPal sales are successful
Enhance your sales process with this workflow. When a successful sale is registered in your PayPal account, this automation creates or updates the corresponding opportunity in your Vtiger CRM. By doing so, it helps streamline your sales tracking process, ensuring your CRM always reflects the latest transactions without manual data entry.
Enhance your sales process with this workflow. When a successful sale is registered in your PayPal account, this automation creates or updates the corresponding opportunity in your Vtiger CRM. By doing so, it helps streamline your sales tracking process, ensuring your CRM always reflects the latest transactions without manual data entry.
- When this happens...Successful Sale
Only successfully completed payments trigger this (with line item support).
- automatically do this!Create or Update Opportunity
Creates or updates opportunity.
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Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
Try ItContact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Try ItNew Case
Triggers when a new Case 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 ItLead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Try ItNew Contact
Triggers when a new contact is created.
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