PayPal Integration with Revamp CRM  

With PayPal’s Revamp CRM integration, you can automatically create and/or update Revamp CRM

records as sales are added through PayPal. Keep your team informed, collaborate better and run workflows

Try it for free

PayPal Integration Details

Keeping in touch with your customers is the best way to make sure they become repeat customers. A CRM can help with this, but manually adding new customers can take time. Instead, use this Zapier integration to automatically create a person in Revamp CRM whenever a successful sale occurs in PayPal.

How PayPal Integration works, when a new customer is created

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘PayPal’
    1. You can optionally create a dynamic segment for all contacts with ‘PayPal’ tag
    2. Furthermore, automation can run on this segment to create a follow-up task.
  2. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  3. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

How PayPal Integration works, when a new Sale is created

You can configure Zapier to:

  1. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  2. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

What You Need

  • PayPal account
  • Revamp CRM account

About PayPal

  • PayPal is an easy yet very effective task listing software for businesses and individuals who want to get things done in time every time. It is built with a very straightforward interface, options and menus are easy to spot and laid out equally well. Making lists, managing and organizing them into folders and labelling them is a breeze with Paypal. Assign deadlines, insert more items, filter tasks, and display your schedule are just some of the things you can do with this simple yet powerful tool.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.

What is next for PayPal Integration

  1. Go to Zapier and explore all possible integrations here.
  2. Check over 80 Apps that connects to Revamp CRM here.