Salesforce + Paypal Integrations
Appy Pie Connect allows you to automate multiple workflows between Salesforce and Paypal
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
About Paypal
PayPal is an online payment service that lets you send payments quickly and securely online using a credit card or bank account. It is the quicker, safer way to pay and get paid online, in stores and more.
Paypal IntegrationsLooking for the Paypal Alternatives? Here is the list of top Paypal Alternatives
-
Stripe
-
PayPro
Best ways to Integrate Salesforce + Paypal
-
When this happens...
New Lead
Then do this...
Create Draft Invoice
-
Salesforce + Paypal
Send invoice in Paypal when New Lead is created in Salesforce Read More...When this happens...
New Lead
Then do this...
Send invoice
-
Salesforce + Paypal
Add tracking information in Paypal when New Lead is created in Salesforce Read More...When this happens...
New Lead
Then do this...
Add tracking information
-
When this happens...
New Lead
Then do this...
Create Order
-
Salesforce + Paypal
Create Draft Invoice to Paypal from New Contact in Salesforce Read More...When this happens...
New Contact
Then do this...
Create Draft Invoice
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Salesforce + Paypal without coding knowledge. Start creating your own business flow.
-
New Account
Triggers the moment a new account is created.
-
New Case
Triggers whenever a new case is created in your account.
-
New Contact
Triggers upon the creation of a new contact.
-
New Event
Triggers upon the creation of a new event.
-
New Lead
Triggers the moment there is a new lead in your account.
-
New Opportunity
Triggers upon the creation of a new opportunity.
-
New Product
Triggers upon the creation of a new product.
-
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
-
New Task
Triggers whenever a new task is created in your account.
-
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
-
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
Refunded Sale
Only refunded payments trigger this.
-
Successful Sale
Only successfully payment data trigger this.
-
Create Contact
Create a new contact.
-
Create Custom Object
Create a new custom object as per your choice.
-
Create Event
Create a new event.
-
Create Lead
Create a new lead.
-
Create Opportunity
Create a new opportunity.
-
Create Record
Creates a record.
-
Update Contact
Update an existing contact.
-
Update Custom Object
Modify an existing custom object (of the type you choose).
-
Update Record
Updates a existing record.
-
Add tracking information
Add tracking information with or without tracking numbers
-
Create Draft Invoice
Creates a draft invoice.
-
Create Order
Creates an order
-
Send invoice
Sends or schedules an invoice, by ID, to be sent to a customer.
How Salesforce & Paypal Integrations Work
-
Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Paypal as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Salesforce to Paypal.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Salesforce and Paypal
Salesforce
Salesforce is a software company that provides customer relationship management (CRM. and social and mobile applications.
Paypal
PayPal is an American company which offers online payments, allowing customers to make payments and money transfers through the Internet. PayPal also provides payment sputions for online games. It was founded by Max Levchin, Peter Thiel, Luke Nosek and Ken Howery.
Integration of Salesforce and Paypal
As we can see from the above description, Salesforce and Paypal are two different companies. As a result, they have their own software to provide the services they provide. The main problem is that they do not have a platform to integrate with each other so users who use both of them have to switch from one tab to another tab to use both applications.
However, it is possible to integrate Salesforce and Paypal together as well as access both of them from a single tab. In fact, there are some online platforms that do this work for you. One of those platforms is www.adssalestops.com. Through this platform, users can integrate Salesforce and Paypal into a single tab. This platform provides a complete spution for sales and marketing teams. It allows sales reps to automatically sync leads between Salesforce and Paypal accounts, manage all information in one place, and take advantage of integrated email templates to send personalized messages to prospects.
In addition, Adssalestops also allows sales reps to stay connected with buyers via LinkedIn InMail and Email templates. It integrates with Salesforce, Gmail, Outlook, Office 365 and Google Apps making it easy for sales reps to send emails from anywhere. It also helps sales reps increase email response rates by including meeting requests in every email sent from the platform. Even more, it provides detailed reports that show how emails are performing, what is working and what needs improvement.
Benefits of Integration of Salesforce and Paypal
Salesperson can manage both Salesforce and Paypal using just one application.
Salesperson can sync data between Salesforce and Paypal using just one application.
Salesperson can send customized emails to prospects using just one application.
Salesperson can schedule meetings with prospects using just one application.
By integrating Salesforce and Paypal together, salesperson can send personalized messages to prospects at any time.
The process to integrate Salesforce and Paypal may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
