PayPal + Salesforce Integration

Integrate PayPal to Salesforce in one click, or tell Integrately AI how you want each payment handled. Record completed sales, update your CRM, alert your team, and track revenue automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • PayPal
    Payment sale is completed in PayPal Instant
  • PayPal
    All merchant Transactions in PayPal Instant
  • PayPal
    Payment sale is pending in PayPal Instant
  • PayPal
    Payment sale is denied in PayPal Instant
  • PayPal
    Payment sale is refunded in PayPal Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows for PayPal + Salesforce Integration

Track completed sales, record new leads, update account data, alert your team, and log transactions, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your PayPal + Salesforce flow

Extend your payment and CRM workflow by connecting financial tools, messaging apps, and customer platforms. Pick a combination and activate it in one click.

PayPal
Salesforce
+
ShopifyShopify (4)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
SlackSlack (4)
+
GmailGmail (3)
P
S
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Create a Salesforce record and a Shopify order when a payment sale is completed in PayPal.
Completed PayPal payments instantly create a Salesforce record and a Shopify order, eliminating manual entry across your platforms.
S
P
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When a Shopify customer is created, record the payment in PayPal and update Salesforce.
New Shopify customers trigger PayPal verification and update Salesforce records without manual cross-referencing.
P
S
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Use Claude to evaluate Shopify orders after a PayPal payment, and create a priority Salesforce lead.
Claude analyses incoming Shopify order data following a PayPal sale, creating a priority Salesforce lead for qualified buyers.
P
S
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When a PayPal payment sale is refunded, update the Salesforce record and cancel the Shopify order.
Refunded PayPal payments automatically update Salesforce records and cancel the corresponding Shopify order.

Supported triggers and actions for PayPal and Salesforce

Mix and match to build the exact automation you need

PayPal
PayPal Triggers & Actions
Instant
Payment sale is completed in PayPal
Triggers the automation when a payment sale is completed
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Instant
All merchant Transactions in PayPal
Triggers the automation when any merchant transaction occurs
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Instant
Payment sale is pending in PayPal
Triggers the automation when a payment sale is pending
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Instant
Payment sale is denied in PayPal
Triggers the automation when a payment sale is denied
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Instant
Payment sale is refunded in PayPal
Triggers the automation when a payment sale is refunded
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No action is available
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with PayPal + Salesforce?

Connect your payment processing and CRM to eliminate manual data entry and keep customer records synchronized.

What you can automate?
đŸ’ŗ
Create Salesforce records from completed PayPal sales
Instantly generate new records in Salesforce the moment a payment sale is completed in PayPal. Eliminate manual data entry and keep your sales pipeline updated in real time.
📋
Capture every submitted payment and customer field
Map all available transaction details and customer information from PayPal directly into designated Salesforce fields instead of just basic contact names.
🔔
Notify your team as soon as payments arrive
Alert your sales or finance channel in Slack the moment a high-value payment sale is completed in PayPal, ensuring rapid response times.
🔀
Route transactions based on payment criteria
Evaluate payment amounts or transaction types from PayPal to assign high-value deals to senior sales representatives in Salesforce automatically.
🔄
Keep Salesforce updated when transaction statuses change
Automatically update existing Salesforce records whenever a PayPal payment status changes to pending, refunded, or denied.
🔍
Search and update instead of creating duplicates
Check for existing customer records in Salesforce before creating new entries, preventing duplicate profiles from repeat PayPal buyers.
â†Šī¸
Manage refunds and cancellations automatically
Update Salesforce records with refund statuses immediately when a payment sale is refunded or denied in PayPal, keeping financial logs accurate.
🔗
Extend payment workflows to accounting and messaging apps
Trigger secondary actions in QuickBooks Online or Slack immediately after your PayPal and Salesforce automation runs.
And much more...

Who is PayPal + Salesforce integration for?

Teams processing online payments and managing customer relationships eliminate manual data entry errors and keep revenue tracking accurate across systems.

Revenue operations managers
Revenue operations managers
Sales representatives
Sales representatives
Account executives
Account executives
Finance teams
Finance teams
Customer success specialists
Customer success specialists
Business analysts
Business analysts
📈
Revenue operations managers
You're processing online transactions through PayPal but your CRM only updates when someone manually exports payment data, so the revenue metrics you're reviewing are always a few hours behind — this integration means every completed sale lands in Salesforce instantly and your pipeline data stays current.
⚡
Sales representatives
You need to follow up with buyers the moment they purchase, but you find out about new online orders hours later when checking payment gateways — automating both apps means every completed PayPal payment creates a Salesforce lead instantly so you can reach out right away.
🤝
Account executives
You answer to clients who want immediate confirmation of their payment receipts and account setup, but manual data transfers cause frustrating delays — with this integration, every payment event populates Salesforce records immediately so client updates are always accurate.
📊
Finance teams
The volume of online transactions is too high for anyone to keep up by hand, leading to mismatched records between payment logs and CRM entries — connecting these apps means every transaction status change updates Salesforce records automatically without human error.
🔄
Customer success specialists
You own onboarding and depend on your payment processor to hand over customer details before you can start setup, but manual handoffs cause bottlenecks — automating both apps means customer records appear in Salesforce the second payment completes so onboarding starts without delay.
đŸ—‚ī¸
Business analysts
You need a reliable customer history for forecasting, but keep finding gaps caused by missed manual data entry between platforms — integrating these apps means every PayPal transaction is logged accurately in Salesforce with zero missing records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate PayPal + Salesforce

Build and manage your PayPal + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect PayPal + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect PayPal to Salesforce?
Frequently Asked Questions
You can connect PayPal to Salesforce in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It also connects smoothly with apps like Shopify, Slack, and QuickBooks Online.
Can I automatically create Salesforce records when a PayPal payment is completed?
Frequently Asked Questions
Can I connect PayPal, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for PayPal and Salesforce?
Frequently Asked Questions
How does PayPal handle payment sale triggers in integrations?
Frequently Asked Questions
Can I update existing Salesforce records with new PayPal transaction data?
Frequently Asked Questions
Do I need coding skills to set up PayPal and Salesforce automation?
Frequently Asked Questions
Is the PayPal and Salesforce integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect PayPal or Salesforce With 1500+ Other Apps

PayPal
Popular PayPal Integrations
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing, support, and analytics platforms to keep customer data moving across your stack.