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How to Integrate PayPal with ClickFunnels (Massive Guide)

How to integrate PayPal with ClickFunnels

This is the complete guide on how to integrate PayPal with ClickFunnels using API connections.

With PayPal connected to your ClickFunnels account you can process one-time and subscription based payments inside your funnels.

In this massive guide you’ll learn:

  • How to use API to integrate PayPal with ClickFunnels.
  • How to make sure that your payments are working correctly.
  • And lots more.

So if you are ready to go all in on using PayPal with ClickFunnels, this is the guide for you.

Let’s dive right in.

PayPal API Integration

Before you connect PayPal with ClickFunnels you need to know that the PayPal integration only works with the standard order form (including the CC element). The Credit Card Form and the Button (which both get swapped out for the PayPal options) are required for this to work.

Therefore you should not use this method with a Two-Step Order Form because it will not work correctly.

Another thing you need to know is that your funnels only work with one payment gateway at a time. So if you want to use two different payment methods, I highly recommend that you build one funnel for each method.

This way you can have duplicated customer experiences. All you need to do is to add a button that takes the customer to the preferred payment method from the sales page.

On final thing you must know is that you need to use Live API credentials for live transactions. The Sandbox API is only for testing purposes. More on that later…

With that out of that way, I think it’s about time we get started.

Integrate PayPal With ClickFunnels Step-By-Step

Step 1: PayPal client ID and Secret Key

The first thing you need to do is to log in to your PayPal Developer account.

You can visit the PayPal Developer site here.

go to PayPal Developer website and log in

Go to your PayPal Developer dashboard.

Click on My Apps & Credentials to access Rest API apps.

First click on Live, then click on the Create App button.

Go to rest API apps and create new app

From there, create an App Name and choose App Type (merchant or platform).

Once that is done, click on Create App.

give your app a name

When the app has been created you’ll be automatically taken to the Live API Credentials for the app. (You can always access this by clicking on Live and then the app name in the Rest API apps).

Now scroll down to Secret and click Show.

Keep this page open for now, because you’ll need the Client ID and Secret ID in the next section.

Use client and secret ID to integrate PayPal With ClickFunnels

Step 2: Integrate PayPal with ClickFunnels

Go to your ClickFunnels account and navigate to the Account Settings.

Then click on Payment Gateways.

Go to payment gateways

Click on Add New Payment Gateway and do a quick search for PayPal V2. When you find it, click on it to begin the integration.

Select to integrate PayPal with ClickFunnels

Now you need to copy and paste both the Client ID and Secret ID from PayPal and paste it into ClickFunnels.

Enter client and secret to integrate PayPal with ClickFunnels

Once you’ve done that, select if it is sandbox or live credentials (live will accept real payments). Then click on Create PayPal V2 Account button and you’re done.

Set the PayPal integration to live credentials

Note: Make sure that the PayPal V2 you are connected to are a live account so you can accept real life payments.

Adding the Order Form Page

Before you can add any products to your funnel, you need to have a order page in place

This is a really simple process and should not take much time at all.

The best way to do this is to use one of the existing templates from ClickFunnels (but hey, that’s just me thinking out loud).

Here we go.

Step 1: Add the order form to your funnel

The first thing you need to do is to go to the funnel you want to add the order form to.

From there click on +Add New Step and give your new funnel step a name. Remember to toggle to Show In Funnel to Yes.

Then click Create Funnel Step.

add new funnel step

Then you need to find the Sales tab, hover over it and select Order Forms.

Open order form templates

Now you can pick out a suitable order form that you like (it does not have to be perfect, but close enough to what you want is a good rule).

Once you find the template you want to use, click +Select Template.

Choose your template

Open the editor and do the necessary modifications to give the page your personal touch. Make sure to have a Credit Card Form and a Submit Order button on the page.

If you look at the bottom, you’ll find a button that says something like “Complete Order” (in my funnel the submit button was at the bottom). Anyway look for that kind of button.

Leave this button alone until you’ve added a product that uses PayPal.

Add credit card from and submit button

Once you’ve added your product, head over to the order page and do a preview of the page. Now you’ll see that the Credit Card Form and the Submit Form button has “merged” into one PayPal button.

Now the order form displays PayPal

Now you can go ahead and add your product.

One-Time Product with PayPal

Once you’ve connected PayPal to ClickFunnels, you can create your first product, sell it and accept payments with your PayPal account.

Now we’re getting somewhere.

Step 1: Create a new product in ClickFunnels

The first thing you want o do is to select the Order Page in your funnel.

With the order page selected, click on the Products tab and then Add Product.

Integrate PayPal with ClickFunnels and add a new product

At the Integration option, select PayPal V2.

To make sure that you only charge a customer once with your one-time product, select One-Time from the Subscription, Payment Plan, or One-Time Product menu. (If you want to set up a subscription, look in the next section).

Select PayPal as payment integration

Click Save and Next.

Give your product a name (this is an internal reference that will only be used by you).

Enter the price of your product in the Product Price field (no need to use currency symbols here).

After you’ve added a price, it’s time to select the the currency you want to use in the Currency field.

If you want o display a custom price on your order page ( like “Free+7.96 S&H”), you enter that information in the Price Display Override. (This is optional)

Give your product a name and a price

Now you need to fill the blanks in the Shipping Origin Address fields.

Enter a Product Description. This is what the customer will see on their recipe.

Go ahead and select if your product is a Bump Product (in case it is, make sure it’s the LAST product added on the page).

Now you can select whether you want to enable or disable Product Inventory Limit. Here you can add a Max Inventory and a Presold Inventory (all of this is optional).

Hit Save and Next.

Describe your product

Go through the rest of the optional settings to make sure everything looks right.

Check the options list

When you reach the Summary you’re done. All that’s left is for you to click on Return To Product List and you’re off to the races.

At summary click return to product list

Subscription Product With PayPal

Okay so you want to charge money from your customers on a monthly basis, no problem.

You see, now that we know how to integrate PayPal with ClickFunnels we can setup subscription based payments.

When you are using the subscription option, the PayPal check out will not display an option to pay with CC or as a guest.

Another thing worth mentioning is that when shipping a subscription product, make sure that you’ve set up a shipping address field on your order form page. The billing address is not a substitute for the shipping address.

Step 1: Create a subscription product in ClickFunnels

Go to the Order Form page in your funnels an click on Products and then Add Product.

Now go ahead and select PayPal V2 under Integrations.

To turn your product into a subscription product, select subscription at Subscription, Payment Plan, or One-Time Product.

Click Save and Next.

Integrate PayPal with ClickFunnels to use with subscription products

Give your subscription a name in the Product Name field (this is your reference name).

Enter your price in the Product Price field without the currency symbol.

Now you can select your desired currency in the Currency field.

If you to set a custom display price on your order from (like “Free+14.99 S&H”). Do that in the Price Display Override field. (Optional feature)

give subscription a name and price

Fill out the blanks is the Shipping Origin Address fields.

Set your Plan Name and select Frequency from the drop-down menu.

give your subscription plan a name and frequency

From there you can set the Max Number Of Charges (leave empty for unlimited charges) and Initial Charge Amount (for paid trials).

Set the maximum number of charges

Copy the Webhook URL into your PayPal Developer webhooks (The webhook URL is the same for all products in one funnel). Inside developer: My Apps & Credential > Live > Manage Webhooks.

copy webhook URL to PayPal

Give your subscription a description, this is what the customer will see in the recipe.

Fill out the the amount of trail days (if any) in the Trial Period field.

Hit Save and Next.

Give your subscription a discription

Go through the rest of the optional settings. Remember to hit Save and Next between them.

fill out the options list for subscription products

Once you reach Summary, click on Return To Product List and you’re done!

Subscription product summary

Order Form Testing

You’ve added your one-time product or subscription based product, and now you want to get out there on the world wide webb, drive traffic to your offer and sell, sell, sell…

I know the feeling, and I hate to be that guy who says something like this…

“Hold your horses, you need to test the payment gateway yourself first, to make sure everything is working.”

And no, you don’t need to use your own money for testing.

This is why we have access to PayPal’s sandbox mode and the ability to put our funnels into test mode.

Ps. Make sure to turn off test mode after you’re done testing!

Step 1: Sandbox PayPal integration

From your ClickFunnels account, go to Account Settings and Payment Gateways.

Now you are in the Manage Payment Gateways.

Find your PayPal V2 integration and click on the Edit Account icon to the right.

Go to PayPal Developer and create a Sandbox app. This is the exact same process as we did earlier with the live app.

Copy and paste the Sandbox API Credentials into your ClickFunnels PayPal V2 account. (yes I know this will replace the Live key).

Uncheck the Live Credentials inside ClickFunnels.

Once you’ve done that, click on Update PayPal V2 Settings.

Note: Remember to add the live Client ID and Secret ID from PayPal Developer once you are done testing. Also turn on the Live Credentials inside ClickFunnels.

Step 2: Setup test mode in your funnel

Go back to te funnel you want to test the payment on and click on the Settings tab.

Scroll down until you find Test Mode and turn it on.

(Test Mode is at the same place as Stripe. This setting will put the funnel in test mode for PayPal as well from my understanding).

Scroll down further and click on Save and Update Settings.

Now the funnel is in test mode.

Step 3: Make a test purchase

Open up a Incognito Window (you apple users have to figure this out on your own).

Go back to your order page and copy the Order From URL, then paste it in your incognito window.

Enter your email adress and fill the other fields on your order form.

Click on the PayPal button.

Open up another tab and go to your PayPal Developer account and click on Credit Card Generator.

Under card type, select Visa and click on Generate CC. This will generate a test card with a card number, expiration date and CVV.

Go back to your order form and enter your Test Credit Card information.

Fill in your name and address information and click Pay Now.

Conclusion

I hope today’s post showed you how to integrate PayPal with ClickFunnels.

Now I like to turn it over to you.

Are you going to integrate PayPal with ClickFunnels?

Do you feel like you know how to add the PayPal payment option to your funnels and test it?

Or are you using a different payment gateway?

Either way, let me know by leaving a comment below right now.

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