The PayPal integration simplifies billing by allowing you to create, send, and manage invoices directly within your CRM. Automate payment processing, monitor invoice status in real time, and move leads through your pipeline based on completed transactions. Say goodbye to manual invoicing and disconnected systems.
Use this integration to automate payment tracking and streamline customer follow-ups:
-
Automated invoices: Let Salesbot handle invoice creation and distribution automatically. No more manual drafting or copy-pasting, every sale can trigger an invoice in seconds.
-
One-click payments: Simplify the payment process for your customers by sending them secure, one-click payment links. This reduces friction and increases the likelihood of faster payments.
-
Real-time updates: Every payment, partial payment, or overdue invoice is immediately reflected in the lead card. Your team always has up-to-date financial information without switching between apps.
-
Pipeline automation: Streamline your sales process by automatically moving leads to the next stage once payment is received. This ensures your pipeline reflects actual revenue progress in real time.
-
Invoice management: Edit, cancel, or resend unpaid invoices directly from Kommo. Keep all billing information organized, accurate, and accessible without juggling multiple platforms.
Kommo users love PayPal integration because it centralizes their entire invoicing and payment workflow in one place. They can create, send, and track invoices without leaving the CRM, reducing manual errors and administrative work. Automated features like Salesbot-driven billing and pipeline updates save time, while real-time payment tracking provides complete transparency. Teams can focus on building relationships and closing sales instead of chasing payments, making the sales process smoother and more efficient.
- Go to Settings > Integrations > search for PayPal
- Install PayPal.
- Enter your PayPal Client ID and Client Secret, then click Connect.
- Your account is now linked and ready to automate payments and invoices.
Visit our setup guide for more information.