Do you currently accept payments using PayPal? Take advantage of connecting your PayPal account to your CRM. Visit the Integration section, located within the Payments tab, to access the payment credentials used to authenticate and permit payment data flows between your CRM and PayPal.

This will open the connection module, where you can choose between Live Mode or Test (Sandbox) Mode.

Live Mode #

Activate live mode when you are prepared to begin accepting actual transactions from your clients by clicking Connect. This mode ensures that your payment processing system is fully functional and ready to handle real-world purchases, offering a smooth buying experience for your customers.

Sandbox Mode #

Use sandbox mode when evaluating new products to prevent unintentional charges. This mode enables you to simulate transactions, allowing you to check whether your product setup and payment processes are functioning properly without actually processing any real payments.

Connecting Your Account #

Once you have decided on the mode that suits you best, click Connect to get started.

• Enter your account’s email and region, then click Next.
• Scroll down and click Log in to use your existing account.
• Once you have logged in, your connection will be established.

Integrating PayPal with your CRM is a simple but effective way to streamline your payment process. With options to test in sandbox mode and fully launch in live mode, it ensures a secure and efficient way to handle transactions. Follow the steps outlined and your business will be set up to accept payments through PayPal in no time.

Frequently Asked Questions #

How do I connect PayPal to my CRM? #

Open the Integration section within the Payments tab, choose Live Mode or Test (Sandbox) Mode, click Connect, then enter your account email and region and log in to your existing PayPal account.

What is the difference between PayPal Live Mode and Sandbox Mode? #

Live mode accepts actual transactions from your customers, while sandbox mode lets you simulate transactions to test your product setup and payment processes without processing real payments.

Where do I find the PayPal integration settings? #

The PayPal integration lives in the Integration section under the Payments tab of your CRM, where the connection credentials are stored.

Do I need an existing PayPal account to connect? #

Yes. During setup you log in with your existing PayPal account after entering your account email and region.

Can I test PayPal before going live? #

Yes. Use Sandbox Mode to simulate transactions and confirm everything works correctly, then switch to Live Mode when you are ready to accept real payments.