I’ve tried this a few different ways, including letting Co-Pilot do it for me.
It’s a fairly simple scenario. My non-profit client’s donation page is in PayPal. I want to pull the donor and donation data into Zapier to then search Salesforce to see if the contact exists, create it if it doesn’t, then create the donation record related to that contact.
On this page: 7 ways to automate PayPal | Zapier I scrolled down to “Add customers to your CRM from PayPal sales” and clicked Try it on the Add contacts to Salesforce from new successful PayPal sales scenario.
I can see a test transaction, but there’s no customer (donor) data. What am I missing?
Thank you for any guidance provided!


