PayPal
Manage payments and invoices easily.
Overview
Seamlessly manage payments, track transactions, and automate invoicing by integrating PayPal with our CRM. Keep all financial data organized and accessible in one place.
Benefits
Track payments & invoices – View transaction history directly in the CRM.
Automate invoicing – Generate and send invoices to clients effortlessly.
Sync customer payment data – Link payments to specific contacts and deals.
Improve financial transparency – Monitor revenue and outstanding balances in real time.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find PayPal under the Payments & Billing category.
Step 2 : Connect Your PayPal Account
Click "Connect PayPal" and sign in with your PayPal business account.
Grant the necessary permissions to sync transaction data.
Step 3 : Configure Your PayPal Preferences
Enable auto-sync to track incoming payments in real time.
Set up invoice automation for recurring billing.
Customize notifications for successful and failed transactions.
Step 4 : Start Using PayPal with CRM
View all transactions linked to contacts and deals.
Generate invoices and send payment requests from the CRM.
Get automated reports on sales, refunds, and outstanding payments.
