PayPal + Salesforce integrationPayPal payments in Salesforce, next to the customer
Customers pay through PayPal, but your team works in Salesforce. We record one-time and recurring PayPal payments in Salesforce, so sales, finance and support see the same payment history without logging into PayPal.
- One-time and recurring PayPal payments recorded in Salesforce
- Transactions kept up to date for reconciliation
- Sales, recurring revenue and outstanding balances in Salesforce dashboards
900+ integrations completed · Salesforce partner · We sign BAAs
- • One-time payments
- • Recurring payments
- • Transaction details
Payments your CRM never sees
When PayPal payments stay in PayPal, someone copies them into Salesforce by hand or not at all. Reconciliation takes longer, and reports on revenue and subscriptions miss part of the picture.
What it does
What the PayPal + Salesforce integration handles
Automated PayPal syncs
One-time and recurring PayPal payments recorded in Salesforce, without manual entry.
Reconciliation
Transactions kept up to date in Salesforce, so they can be reconciled and reported on.
Subscriptions in Salesforce
Recurring PayPal billing tracked on the customer in Salesforce.
Customizable dashboards
Total sales, recurring revenue, outstanding balances and payment trends in Salesforce dashboards.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect PayPal to Salesforce.
AimingThe real thing
Payments and refunds, visible in Salesforce
Screenshots from a live Salesforce payments build. Here, payments and refunds sync in from the client’s case management system; the same idea applies to any payment platform. Every customer name is replaced.
- 1Payment data on the record
Payment status, last payment, initial payment, gross sale, total paid, percent paid and balance, synced onto the opportunity, including refunds.
- 2Refunds at a glance
A stage indicator on every opportunity: won, lost to a full refund, or won with a partial refund.
- 3Full refund, flagged
When a payment is fully refunded, the stage moves to Closed Lost – Full Refund and the record says so in a banner.
- 4Partial refund, flagged
A partial refund keeps the deal won, marked Closed Won – Partial Refund, so revenue reports stay accurate.
The real thing
Payment plans and card details, built into Salesforce
From the same live build: a payment plan builder and an optional card authorization on the engagement letter, with checks that catch bad card details before anything is sent.
- 1Auto scheduler
Pick a start date, weekly or monthly, and the number of payments (up to 40). The balance is split evenly, with the last payment absorbing the rounding.
- 2An editable payment schedule
Every scheduled payment listed with its date and amount. Add or remove payments, and the total scheduled is checked against the fee so the balance lands at zero.
- 3Card authorization, handled carefully
Credit card or bank deposit. Card details are optional, saved only on the engagement letter with access restricted, the CVV is never stored, and card data is erased with one click or automatically once the document is sent for signature.
- 4Errors caught as you type
Invalid card numbers, expired dates and a CVV with the wrong number of digits are flagged before anything is saved or sent.
Data that flows
PayPal + Salesforce integration: what gets sent, field by field
- One-time payments
- Recurring paymentsSubscriptions and recurring billing
- Transaction detailsFor reconciliation and reporting
See your own PayPal + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
PayPal + Salesforce integration: the hard parts, already solved
One-time and recurring
Both payment types recorded, so recurring revenue and one-off sales can be reported separately.
Payments on the right customer
Each PayPal payment recorded on the matching customer in Salesforce.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the PayPal + Salesforce integration goes live
- 1
Free call
We look at how leads come in today and what you need to see, and where.
- 2
Mapping
Which payment fields and records carry over, agreed before anything is set up.
- 3
Set up and test
Configured and tested with test payments before it touches real ones.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the PayPal + Salesforce integration is for
- Teams taking payments through PayPal and managing customers in Salesforce
- Finance teams reconciling PayPal payments by hand
- Teams selling subscriptions through PayPal
PayPal + Salesforce integration FAQ
Does it handle subscriptions?
Yes. Recurring PayPal payments are recorded in Salesforce along with one-time payments.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.