How to connect paypal account to your CRM

This guide will walk you through the steps necessary to connect your PayPal account to your CRM

If you do not already have a PayPal account, please use the link below to create one:

https://www.paypal.com/us/home

1. Click "Invoices"

2. Click "Integrations New"

3. Navigate to Paypal

4. Input "Client Id"

To fill in your PayPal client ID, look up its location using a quick Google search or ask your CRM administrator for assistance. The same goes for your PayPal secret ID.

5. Input "Secret Id"

6. Click "Save"

Once you have provided all the necessary information, remember to save it before proceeding.

7. Input account for test payments

If you've developed a new product and would like to test it without accidentally charging yourself, use "sandbox" mode.

Hilfezentrum

How to connect paypal account to your CRM

This guide will walk you through the steps necessary to connect your PayPal account to your CRM

1. Click "Invoices"

2. Click "Integrations New"

3. Navigate to Paypal

4. Input "Client Id"

5. Input "Secret Id"

6. Click "Save"

7. Input account for test payments

Hilfezentrum

How to connect paypal account to your CRM

This guide will walk you through the steps necessary to connect your PayPal account to your CRM

1. Click "Invoices"

2. Click "Integrations New"

3. Navigate to Paypal

4. Input "Client Id"

5. Input "Secret Id"

6. Click "Save"

7. Input account for test payments