Redtail CRM

Redtail CRM + PayPal Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and PayPal, with as many as 12 possible integrations. Are you ready to find your productivity superpowers?

Premium
PayPal is a Premium integration on Zapier.

It's easy to connect Redtail CRM + PayPal and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

Successful Sale

Only successfully completed payments trigger this (with line item support).

Create New Opportunity

Creates a new opportunity.

Refunded Sale

Only refunded payments trigger this.

Successful Sale

Only successfully completed payments trigger this.

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps people and businesses receive and make payments in more than 100 currencies in 203 markets.

See PayPal Integrations