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Salesforce
PayPal

Connect Salesforce and PayPal integrations

Explore ready-made Salesforce and PayPal templates and start automating in minutes.

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Create a custom workflow

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.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Salesforce
Trigger: Watch jobs
PayPal
Action: Select an action
1. Select a trigger

  • Triggers when a bulk data job is created.

  • Triggers when a field has changed in an object.

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

2. Select an action

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

  • Bills an outstanding or a preset amount of an agreement.

  • Cancels an agreement previously approved by a user.

  • Creates a draft invoice.

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

  • Creates and activates a billing plan.

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

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

  • Permanently removes a billing plan.

  • Executes a payment approved by a buyer after Step 1.

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

  • Generates an invoice number.

  • Returns all transactions related to a specific agreement.

  • Gets details about a specific billing plan.

  • Gets information about billing plans in a specified state.

  • Returns subscription agreement details.

  • Reactivates a previously suspended agreement.

  • Sends an invoice.

  • Sets an outstanding agreement amount.

  • Suspends an agreement previously approved by a user.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

Activate a plan
Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.
Action
Bill outstanding amount
Bills an outstanding or a preset amount of an agreement.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Cancel agreement
Cancels an agreement previously approved by a user.
Action
Create a draft invoice
Creates a draft invoice.
Action
Create a payment (Step 1)
Creates a new payment order and returns an approval url link to obtain buyer's approval.
Action
Create a plan
Creates and activates a billing plan.
Action
Create a record
Creates a new record in an object.
Action
Create an agreement (Step 1)
Creates a subcription agreement and returns an approval url link to obtain buyer's approval.
Action
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How to set up Salesforce and PayPal in 5 easy steps

Date

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Duration

Step 1

Log in to Make

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

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Duration

Step 2

Add Salesforce module

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

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Duration

Step 3

Set up PayPal connection

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

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Duration

Step 4

Provide connection details

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

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Step 5

Customize and confirm connections

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

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.

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Duration

Automated payment processing

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

Date

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Duration

Better customer insights

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

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Duration

Streamlined invoicing

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

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Duration

Simplified financial reporting

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

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Salesforce and PayPal using Make allows you to automate and streamline your sales and payment processes, reducing manual data entry and minimizing errors. This integration helps improve customer experience by ensuring that all transaction and customer data is consistently and accurately synchronized between platforms, saving you time and effort.

Make offers an intuitive interface that makes setting up integrations between Salesforce and PayPal straightforward, even for users with minimal technical expertise. Pre-built templates can help you get started quickly, and you can customize integrations to suit your specific business needs without any coding.

Yes, with Make you can set up triggers and actions to get notified of specific events in both Salesforce and PayPal. For example, you can receive alerts when a payment is completed in PayPal or when a new lead is created in Salesforce, ensuring you stay updated in real-time and can respond promptly.

Absolutely! Make allows you to integrate PayPal not only with Salesforce but also with a variety of other applications such as QuickBooks, Shopify, WooCommerce, and more. This flexibility means you can build comprehensive workflows that connect multiple platforms, improving efficiency across your business operations.