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Salesforce + Salesforce Essentials + PayPal Integrations

How to connect Salesforce + Salesforce Essentials + PayPal

Zapier lets you send info between Salesforce and Salesforce Essentials and PayPal automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Salesforce + Salesforce Essentials + PayPal

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Salesforce Essentials, and PayPal. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Salesforce ObjectsRequired

      Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

    • Record to LinkRequired

    • FileRequired

      The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files

    • VisibilityRequired

      Specifies whether this file is available to all users, internal users, or shared users.

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

      Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    • Description

    • Is Private

      Defaults to false if left blank.

    Action
    Write

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How Salesforce + Salesforce Essentials + PayPal Integrations Work

  1. Step 1: Authenticate Salesforce, Salesforce Essentials, and PayPal.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)
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salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more
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paypal logo

About PayPal

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.
Learn more

Related categories

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