KPL-1083
PayPal Pipedrive

Keep PayPal and Pipedrive updated automatically.

Today you export the transactions and work out by hand which payments belong to which deposit. The deducted fees make that a puzzle every time. This connector fixes that, and we build it on request: what happens in PayPal lands in Pipedrive by itself, in the shape Pipedrive expects. Tell us what you need and we agree exactly what should travel.

ContactsLeadsNotes
The problem

What this connector takes off your hands

  • Today you export the transactions and work out by hand which payments belong to which deposit. The deducted fees make that a puzzle every time.

  • Today you create contacts by hand and search first whether someone exists, so no duplicate customer appears.

What you get out of it

What PayPal to Pipedrive saves you

  • Record every successful PayPal payment against the right customer in Pipedrive.
  • Record every failed PayPal payment against the right customer in Pipedrive.
  • Record every PayPal chargeback against the right customer in Pipedrive.
  • Record every PayPal payout against the right customer in Pipedrive.
The link

What travels across the link

Everything this connector moves between PayPal and Pipedrive, and how often.

  1. Contacts

    to Pipedrive automatically

    The person or company lands on the right contact in Pipedrive, found by email, so you create nothing twice.

  2. Leads

    to Pipedrive automatically

    Every new enquiry becomes a lead in Pipedrive, so follow-up does not hang off a stray email.

  3. Notes

    to Pipedrive automatically

    The details land as a note on the contact in Pipedrive, so the picture of that contact stays complete.

Both sides

What each side expects

PayPal and Pipedrive do not describe the world the same way. This is what has to line up.

PayPal

A payment provider supplies individual payments, refunds and payouts, with fees deducted per transaction.

Pipedrive

A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.

In four steps

Setting it up

  1. 01

    Request the connector

    Let us know you want to link PayPal to Pipedrive. We get in touch within 24 hours with a timeline.

  2. 02

    We agree what should travel

    Together we settle what should travel out of PayPal. A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.

  3. 03

    We build and test

    You see the connector run on a few test records before anything becomes final.

What you need

  • An account you administer, with an API key from its dashboard.
  • An account you administer, with access to the data you want linked.

Where it runs

On app.schakel.app, with your own Schakel account. No webshop required.

We build this connector on request. Tell us what you need and we reply within 24 hours.

Common questions

Can you connect PayPal to Pipedrive?

Yes. Schakel connects through the official APIs of PayPal and Pipedrive, so you install nothing on your own server and nothing travels outside those two parties.

Does the connector prevent duplicate contacts in Pipedrive?

Yes. Contacts are matched by email, so an existing customer in Pipedrive is updated rather than a second one appearing.

Which contact in Pipedrive does the information from PayPal land on?

The contact that matches on email. If it does not exist yet, it is created with the details that come across from PayPal.

Does this line up with my PayPal payouts, not just individual payments?

Both. Individual payments and the payout that bundles them come across, so the amount in your bank later matches what you sold.

What does connecting PayPal and Pipedrive cost?

You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.

How often does PayPal sync with Pipedrive?

That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.

Are the PayPal transaction fees included?

Yes. The fees PayPal deducts per transaction are handled separately, so your revenue and your payout no longer drift apart.

What if PayPal or Pipedrive is briefly unavailable?

Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.

Missing something you need?

Tell us what PayPal and Pipedrive should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.