yellow pattern background
A great sales pitch, consistent follow-ups and verbal promises to purchase are only stepping stones towards closing a deal successfully. Money in your account is the only true sign of a closed and won deal.

Convenience and safety are among the top factors for successful cart-to-cash transactions that don't require customers to provide too many details.

  • 64% of customers value customer experience over price when they're about to make a purchase
  • PayPal transactions have 70% higher checkout rates than non-Paypal transactions
Learn More

Zoho CRM acts as a centralized platform for sales, marketing, and support services for businesses of all sizes and types. Users and critics alike vouch for Zoho CRM's great customer experiences, contextual features and market-relevant pricing, making it one among the top customer relationship management software options in the market today.

Consumers and businesses worldwide are just a click away from seamless buying experiences when the familiarity and security of PayPal's services meet Zoho CRM's integrated customer relationship management platform.

The benefits of integrating your management
software with your payment partner

Factors that lead to Faster Conversion
Faster cart-to-cash movement with payment link deployment
Centralized control over order placements
Omnichannel customer channels
Dashboards with relevant cost and sales data
Advanced encryption facilities
Evidence of Better Customer Experiences
Increased number of sales / Shorter sales cycles
Accurate estimations with regard to inventory
Faster clarifications and redressal of complaints
Targetted campaigns informed by buying pattern analysis
Secure and reliable database and payment processes

Steps to Activate your PayPal extension
with Zoho CRM

Option 1

Install the PayPal extenstion directly from Zoho Marketplace

Option 2

Install the extension from within your Zoho CRM account

If you have a Zoho CRM account,
start with the following steps:

Setup & Install Confirm & Agree Add account details Activate your account Get your PayPal credentials

Head to the Setup menu > Marketplace > All, and search for "PayPal Extension for Zoho CRM". Click Install after agreeing to the Terms and Conditions.

Setup and install PayPal Extension for Zoho CRM

Select Users/Profiles and Confirm your Profiles according to the type of role [admin, users, finance manager]. To complete the installation, Agree to the Privacy Declaration.

Choose user profiles for PayPal Extension for Zoho CRM

You're now ready to set up your PayPal business account within Zoho CRM. Enter details related to account and location.

Setup PayPal business account within Zoho CRM

To activate your account module, click Webhook Connect to check if your merchant account and Webhook ID are connected to Webhook updates.

Sync Merchant PayPal account with Webhook ID for updates

Log into PayPal Developer Dashboard to get your PayPal Credentials. Click My Apps & Credentials under the Dashboard menu, toggle to Live, click Create App to receive Client ID and Secret.

Login to PayPal Developer and get your PayPal credentials

You're all set to Create Invoices! Head to the Invoices Module to get started.

Refer the Developer Guide for the detailed steps on how to manage invoices.

SIGN UP FOR FREE