PayPal is one of the most recognized digital payment brands in the world, with hundreds of millions of active accounts across more than 200 markets. Many shoppers prefer PayPal at checkout because of its built-in buyer protection. Connecting PayPal to WellPlan brings payment events — completed sales, subscription billings, refunds, disputes — into the CRM as triggers. Workflows can send receipts, recover failed billings, and tag contacts by lifetime PayPal spend. PayPal sits alongside Stripe and other processors so businesses with multiple payment options can run one consistent post-purchase experience.
Features
Common use cases
Send instant PayPal receipts and follow-up
An online education seller sends a branded receipt immediately after a PayPal sale completes. The customer is enrolled in the right course tag, gets a five-day welcome sequence by email, and receives a checkpoint SMS halfway through.
Recover failed recurring billings
A membership site catches PayPal subscription billing failures via webhooks. A workflow emails the customer with an updated billing link, escalates to SMS after 48 hours, and alerts the team in Slack if no resolution happens within a week.
Track dispute and chargeback activity
A digital products seller monitors PayPal disputes. New dispute events create internal tasks for the team to respond inside the PayPal Resolution Center, and the affected customer's contact is tagged so future campaigns can exclude flagged accounts.
How setup works
- 1Have admin access to the PayPal Business account you want to connect.
- 2Create an app in the PayPal Developer Dashboard to generate API credentials.
- 3Open WellPlan's Integrations settings, paste the PayPal client ID and secret, and confirm the connection.
- 4Subscribe to the relevant PayPal webhook events and map them to WellPlan workflows; test with a sandbox transaction.
Frequently asked questions
Do I need a PayPal Business account?+
Yes. The integration uses PayPal's REST APIs, which require a PayPal Business account rather than a personal account. Upgrading from personal to business is free and unlocks both the developer tools and standard merchant features like invoicing and subscriptions.
Will PayPal subscriptions sync into WellPlan?+
Yes. PayPal Subscriptions billing events — created, activated, suspended, canceled, payment failed — flow into WellPlan through webhooks. Workflows can branch on subscription status to power retention, dunning, and upgrade sequences.
Can I accept PayPal payments from WellPlan invoices?+
Depending on your account configuration, PayPal can be enabled as a payment method on WellPlan-generated invoices and payment links alongside other processors. Customers see PayPal as a checkout option and funds settle into your PayPal Business account.
What about PayPal Disputes?+
Dispute and chargeback webhooks can trigger internal alerts inside WellPlan, such as creating a task for the team or posting to a Slack channel. Responding to the dispute itself is handled inside the PayPal Resolution Center as PayPal requires.