PayPal and Close Integration

Explore Triggers and Actions

New Payment Event (Instant)

Triggers a new event on a new payment webhook event.

Create Lead

Creates a lead.

Custom Action

Makes an arbitrary call to the Close API.

Search Leads

Search leads with a given field and word.

Update Lead

Updates a lead.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Paypal and Close?

The PayPal and Close integration empowers your sales team by automatically syncing payment data with your CRM. Track transactions, update customer records, and manage follow-ups all in one place, enhancing efficiency and closing deals faster.

Frequently asked questions

How does the PayPal and Close integration work?

Once connected, PayPal transactions are automatically synced to Close, updating customer profiles and sales pipelines in real-time to keep your team informed and organized.

Can I track payment statuses directly within Close?

Yes, payment statuses from PayPal are reflected within Close, allowing your sales team to monitor completed, pending, or failed transactions without leaving the CRM.

Is the integration secure and compliant with data privacy standards?

Absolutely. The integration uses secure API connections and adheres to industry-standard encryption and compliance protocols to protect your data.

Do I need technical expertise to set up the integration?

No technical expertise is required. The integration setup is straightforward with step-by-step guidance to connect your PayPal account to Close quickly.

Can I customize how payment data is synced to Close?

Yes, you can configure which payment details sync and how they map to your Close CRM fields to fit your sales workflow perfectly.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Paypal and Close?

Frequently asked questions

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