Integrere Paypal med Nutshell CRM
Å holde oversikt over kunder og salg er avgjørende for at virksomheten din skal vokse. Når du integrerer Nutshell og PayPal, blir det enklere enn noensinne å holde kundedataene oppdatert.
Nutshell er en alt-i-ett CRM- og salgsautomatiseringsplattform som hjelper B2B-organisasjoner med å samarbeide for å effektivisere salgsprosessen. Paypal er en populær betalingsplattform som gjør det enkelt for bedrifter å sende og motta betalinger. Med denne integrasjonen vil Nutshell automatisk opprette en kunde når en transaksjon gjennomføres via Paypal.
Fordeler med Paypal CRM-integrasjon:
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- Sparer tid: Med denne integrasjonen slipper du å legge inn nye kunder manuelt i CRM-systemet. Dataene oppdateres automatisk for deg.
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- Teamwide customer insight: By having all customer data added to Nutshell as soon as a sale is completed, your team can accurately track and report on sales and customer data.
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- Improve customer relationships: When you have all of your customer data in your CRM, you can manage your customer relationships more easily, improving customer satisfaction and retention.
Slik kommer du i gang
This integration is powered by Zapier – set it up with your Zapier account.
There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.
Ofte stilte spørsmål
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Do I need a specific Nutshell plan to use the PayPal integration?
No. The PayPal integration works with all Nutshell plans—Foundation, Growth, Pro, Business, and Enterprise. You can connect PayPal to Nutshell regardless of your subscription level without any additional costs or plan restrictions.
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How does the PayPal-Nutshell integration save time for my sales team?
When a customer completes a PayPal transaction, Nutshell automatically creates that customer in your CRM. You won’t need to manually enter payment data, so your team spends less time on data entry and more time building relationships and closing deals.
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What customer information syncs between PayPal and Nutshell?
Customer details like names, email addresses, and transaction information automatically flow from PayPal into Nutshell. This ensures your team always has up-to-date customer data, enabling accurate sales tracking, reporting, and better customer relationship management across your entire organization.
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Is the PayPal-Nutshell integration powered by Zapier or available through your App Marketplace?
The integration is powered by Zapier, which you can set up through your Zapier account. Nutshell also offers alternative payment processing integrations through our AppConnect Marketplace. Contact our team to discuss which option works best for your workflow.
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How does PayPal integration improve customer relationships in Nutshell?
With complete customer data automatically added to Nutshell when payments are processed, your team has full visibility into purchase history and customer lifecycle. This enables more personalized communication, better follow-up, and stronger customer satisfaction and retention.
