integraid

Connect and automate Paypal

Your no-code integration tool to attach Paypal to Salesforce.

With integraid, you sync your PayPal account transactions directly into Salesforce—no more manual CSV downloads:

  • Daily retrieval of all PayPal transactions (payments, payouts, fees)

  • Auto-matching to Salesforce Accounts, Opportunities, or custom objects

  • Create payment records for accounting and dashboard reporting

  • Secure OAuth2 API connection using Named Credentials—no plaintext credentials

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Paypal

Kategorien:

Payments & Banking

PayPal is one of the world’s most widely used online payment platforms, enabling businesses and consumers to send, receive, and manage money across borders. Companies use PayPal to accept payments in online shops, marketplaces, apps, and subscriptions — with support for cards, PayPal balances, local payment methods, and digital wallets. Beyond checkout, PayPal offers recurring payments, subscriptions, payout solutions, dispute management, and fraud tools, plus reporting capabilities to track transactions and balances in real time. And with integraid, you can connect PayPal with Salesforce — without writing any code.

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Use Cases:

  • Sync PayPal Payments & Transactions into Salesforce

    Use integraid to create or update Salesforce records (e.g. custom “Payment” or “Transaction” objects, Opportunities, Orders) whenever a PayPal payment is authorized, completed, refunded, or disputed. This gives sales, finance, and support a unified, real-time view of revenue and payment status directly in Salesforce.

  • Connect PayPal Checkout with Salesforce Orders & Subscriptions

    When customers complete a one-time purchase or subscription payment via PayPal, integraid can link the transaction to the correct Account, Opportunity, or Subscription record in Salesforce. This closes the loop between marketing, sales, and billing — without manual data entry or CSV exports.

  • Automate Dunning & Customer Communication from Salesforce

    If a PayPal payment fails, a subscription is canceled, or a dispute is opened, integraid can trigger dunning workflows in Salesforce: creating follow-up tasks, sending reminder or information emails, and updating subscription or entitlement status. Your collection and customer communication processes become more transparent and easier to manage.

  • Build Revenue & Payment Analytics in Salesforce Dashboards

    Bring key PayPal metrics (volume, currency, payment methods, refunds, fees, disputes) into Salesforce and combine them with pipeline and account data. integraid keeps this information synchronized so you can analyze revenue by channel, country, product, or customer segment directly in Salesforce reports and dashboards.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.