In this article, we will outline the steps to set up PayPal payments and connect it to CustomerHub.
Technical Setup
In this section, we will provide the steps for setting up your PayPal Checkout experience to collect payment and then automate the fulfillment with Zapier.
Part 1 - PayPal setup
Option 1 - Connect with a PayPal-integrated eCommerce system (learn more)
This method uses any checkout system that integrates with PayPal and Zapier. Refer to our Zapier guide here.
Option 2 - Create a PayPal Checkout and add it to your website (learn more)
Log in to the PayPal Dashboard, click Pay & Get Paid and PayPal Checkout under the Accept Payments section.
NOTE: If you don't have a PayPal account go here to learn more and sign up now.
Select the first option: Button Generator
Setup your button details and preferences
Copy Code
Add the button code to your website/landing page
Part 2 - Automate your fulfillment with Zapier
Now that you have a PayPal Checkout button you need to automate the fulfillment using Zapier, which syncs data between CustomerHub and PayPal.
To get set up quickly use the PayPal + CustomerHub Zapier template. Just follow the Zapier setup wizard and you're all set! 👍 This will instantly* add successful PayPal sales to CustomerHub and grant access to their digital product or course.
Here's a simple diagram of how the whole process works.
When a Successful purchase occurs in PayPal, Zapier will instantly add the customer to CustomerHub and a confirmation email will be sent by CustomerHub to the new user.
NOTE: For additional help with connecting Zapier, check out the Zapier guide.
Sell more products to existing CustomerHub Users
You may also want to offer other products to existing Users. As users log in to their library, they can see other products they may not have access to. Simply add the website URL that has the PayPal checkout to a product’s teaser URL field.
Part 1 - Create a PayPal Checkout and add it to your website (learn more)
On the checkout confirmation page, add your CustomerHub library link. eg. https://APPNAME.customerhub.com/library
Part 2 - Setup Zapier
This will automate and update the User's product access after a successful purpose.
Part 3 - After a successful purchase
The user can click the library link on the checkout confirmation page and be directed back to the CustomerHub User Library.
Frequently Asked Questions
Is Zapier required for this setup?
Technically no. However, it is necessary to automate the whole process and create the best user experience. Without Zapier you would need to manually add new PayPal customers to CustomerHub after a successful purchase.
Does this setup cost extra? ... Yes
PayPal is free to set up but has selling fees. (Learn More)
Zapier does require a paid plan to use PayPal.