Connect Salesforce and PayPal integrations

Enhance your operations by integrating Salesforce and PayPal with Make, automating customer updates and syncing payment data in real-time to increase accuracy and reduce manual work.

Trigger
Select a trigger...
Salesforce

Triggers when a bulk data job is created.

Salesforce

Triggers when a field has changed in an object.

Salesforce

Triggers when a record is created or updated in an object.

Salesforce
PayPal
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Action
Select an action...
PayPal

Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.

PayPal

Bills an outstanding or a preset amount of an agreement.

PayPal

Cancels an agreement previously approved by a user.

PayPal

Creates a subcription agreement and returns an approval url link to obtain buyer's approval.

PayPal

Creates a new payment order and returns an approval url link to obtain buyer's approval.

PayPal

Creates and activates a billing plan.

PayPal

Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.

PayPal

Permanently removes a billing plan.

PayPal

Executes a subscription agreement approved by a buyer after Step 1.

PayPal

Executes a payment approved by a buyer after Step 1.

PayPal

Returns all transactions related to a specific agreement.

PayPal

Gets details about a specific billing plan.

PayPal

Gets information about billing plans in a specified state.

PayPal

Returns subscription agreement details.

PayPal

Reactivates a previously suspended agreement.

PayPal

Sets an outstanding agreement amount.

PayPal

Suspends an agreement previously approved by a user.

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Build your Salesforce and PayPal integrations.

Integrate Salesforce and PayPal using Make to optimize your business operations. With Salesforce serving as a trigger, you can automate the updating of customer records upon successful transactions. PayPal acts as an action, managing subscription payments and syncing real-time financial data directly into your CRM. This integration reduces manual data entry and boosts accuracy, ensuring your Salesforce data and PayPal transactions are always in-sync. Experience the automation possibilities with Make today.

PayPal
Activate a plan

Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.

Action
PayPal
Bill outstanding amount

Bills an outstanding or a preset amount of an agreement.

Action
PayPal
Cancel agreement

Cancels an agreement previously approved by a user.

Action
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
PayPal
Create a payment (Step 1)

Creates a new payment order and returns an approval url link to obtain buyer's approval.

Action
PayPal
Create a plan

Creates and activates a billing plan.

Action
PayPal
Create an agreement (Step 1)

Creates a subcription agreement and returns an approval url link to obtain buyer's approval.

Action

Popular Salesforce and PayPal workflows.

How to setup Salesforce and PayPal in 5 easy steps

  • 1

    Log in to Make

    Start by logging into your Make account to begin the application connection process.

  • 2

    Add Salesforce module

    Include a Salesforce module in your workflow to start configuring the connection.

  • 3

    Set up PayPal connection

    Proceed to create the connection to your PayPal account by accessing the PayPal module.

  • 4

    Provide connection details

    Input necessary details like 'Client ID' and 'Secret' for your PayPal account to ensure a secure link.

  • 5

    Customize and confirm connections

    Finalize the setup for both Salesforce and PayPal by confirming all details and personalizing the modules.

  • Get started free

    Improve business growth with Salesforce and PayPal integration

    Integrating Salesforce with PayPal improves payment processing, customer insights, invoicing, financial reporting, and real-time record updates, optimizing operations and enhancing efficiency.

    Automated payment processing

    Integrating Salesforce and PayPal enables automated payment processing and tracking within Salesforce.

    Better customer insights

    Gain combined insights into customer transactions and interactions by merging Salesforce and PayPal data.

    Streamlined invoicing

    Automatically generate and send invoices from Salesforce upon successful PayPal transactions.

    Simplified financial reporting

    Integrate transaction data to create comprehensive financial reports directly from Salesforce.

    FAQ

    What are the benefits of integrating Salesforce and PayPal using Make?
    How difficult is it to set up an integration between Salesforce and PayPal with Make?
    Can I get notified about specific events in Salesforce or PayPal through Make?
    Is it possible to use Make to integrate PayPal with other applications alongside Salesforce?
    What is a scenario?
    What is a module?

    How it works

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