How to Add Razorpay Customers in Zoho Campaigns Automatically Using Pabbly Connect

Learn how to automate adding Razorpay customers to Zoho Campaigns using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Login to Pabbly Connect to Start Automation

To begin the integration process of adding Razorpay customers to Zoho Campaigns automatically, first log into your Pabbly Connect account. If you don’t have an account yet, you can create one using the link in the description. This process is quick and grants you 100 free automation tasks each month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Add Razorpay Customers to Zoho Campaigns Automatically’ and click on the ‘Create’ button to proceed.

2. Configure Trigger for Razorpay Payments

In this step, you will set up the trigger for your automation in Pabbly Connect. Select Razorpay as your trigger application. The trigger event you need to choose is ‘Payment Captured’. This event is activated when a payment is successfully captured from Razorpay.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Razorpay dashboard. Click on ‘Settings’ and then on ‘Webhooks’. Here, you can add a new webhook by pasting the copied URL into the designated field. Ensure to check the box for ‘payment.captured’ under active events and then click on ‘Create Webhook’. This will allow Razorpay to send payment data to Pabbly Connect.

3. Test the Webhook Connection

With your webhook set up, it’s time to test the connection. Go back to Pabbly Connect and you will see it waiting for a webhook response. To generate a response, make a test payment through your Razorpay payment page.

For the test, you can use any product from your payment page. Fill in the required customer details like first name, last name, email, and phone number. After entering the test card details, complete the payment. Once the payment is successful, return to Pabbly Connect to view the captured payment data.

4. Add Customer to Zoho Campaigns via Pabbly Connect

Now that the webhook is successfully capturing payment data, the next step is to add the customer to Zoho Campaigns. In Pabbly Connect, choose Zoho Campaigns as your action application. The action event should be set to ‘Add or Update Subscriber’. This action will add the new customer to your selected list in Zoho Campaigns.

• Select Zoho Campaigns as the action application.
• Choose ‘Add or Update Subscriber’ as the action event.
• Connect your Zoho account by entering the required domain.

Map the customer data received from Razorpay to the corresponding fields in Zoho Campaigns. This includes first name, last name, and email. After mapping the data, click on ‘Save and Send Test Request’. This will send a test request to Zoho Campaigns to verify that the integration works correctly.

5. Confirmation and Final Setup

After sending the test request, check for a confirmation message in Pabbly Connect. If the test is successful, a confirmation email will be sent to the customer, allowing them to verify their subscription to your mailing list in Zoho Campaigns.

Finally, you can check your Zoho Campaigns account to see if the new subscriber has been added automatically. This process ensures that every customer who makes a payment through Razorpay is seamlessly integrated into your marketing campaigns without any manual effort.

Conclusion

In this tutorial, we detailed how to use Pabbly Connect to automate the addition of Razorpay customers to Zoho Campaigns. By following these steps, you can streamline your email marketing efforts, saving time and enhancing productivity.