1.Catch completed payment events
Integrate PayPal and payment event parsing tools to capture payer email, amount, currency, and payment date.
Create donation records and update donor profiles promptly
Automatically capture successful PayPal sale events across PayPal and Salesforce. Create and update donation records and refresh donor profiles when completed payments settle, so finance can reconcile and acknowledge gifts without manual reporting.
How this automation creates donation records
When successful PayPal sale events occur, payments can sit unrecorded and acknowledgment gets delayed. This automation captures payment details, finds and updates donor contact data, and creates or updates donation opportunities and links recordsβso your team can reconcile faster.
PayPalor swap with your favorite app
2.Search for matching contact
Integrate Salesforce and CRM lookup tools to find a contact by payer email and return the contact ID.
Salesforceor swap with your favorite app
3.Link to account by account id
Integrate Salesforce and CRM identifiers tools to search by account ID when it is present in payment metadata.
4.Normalize payment date and currency
Integrate Formatter by Zapier and data formatting tools to standardize payment date and normalize amount and currency fields.
Formatter by Zapieror swap with your favorite app
5.Create and update donation records
Integrate Salesforce and CRM record actions to update contact donor fields and create donation opportunity links.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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