Integração do Paypal com Nutshell CRM
Manter o controlo dos seus clientes e vendas é essencial para o crescimento do seu negócio. Ao integrar Nutshell e PayPal, manter os dados dos seus clientes actualizados torna-se mais fácil do que nunca.
Nutshell é uma plataforma de CRM e de automatização de vendas tudo-em-um que ajuda as organizações B2B a trabalharem em conjunto para optimizarem o seu processo de vendas. O Paypal é uma plataforma popular de processamento de pagamentos que permite às empresas enviar e receber pagamentos com facilidade. Com esta integração, o Nutshell criará automaticamente um cliente quando uma transação for concluída através do Paypal.
Vantagens da integração do Paypal CRM:
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- Poupa tempo: Com esta integração, não tem de introduzir manualmente novos clientes no seu CRM. Os seus dados são automaticamente actualizados por si.
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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.
Como começar
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.
Perguntas frequentes
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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.
