Automate Razorpay Payment Failures with Pabbly Connect and Keap CRM

Learn how to automatically create notes in Keap CRM when Razorpay payments fail using Pabbly Connect. This step-by-step tutorial simplifies the integration process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect and Integration Overview

In this tutorial, we will explore how to use Pabbly Connect to automatically create notes in Keap CRM whenever a Razorpay payment fails. This integration streamlines the process of tracking failed payments and ensures that your team is promptly informed.

By utilizing Pabbly Connect, you can connect Razorpay, a popular payment gateway, with Keap CRM, a robust customer relationship management tool. This automation eliminates the need for manual tracking of payment failures, allowing you to focus on more critical tasks.

2. Setting Up Pabbly Connect for Razorpay and Keap Integration

To begin, visit the Pabbly Connect website at Pabbly.com and navigate to the Pabbly Connect product. If you are a new user, sign up for a free account to get started. Once logged in, access your dashboard and create a new workflow.

Follow these steps to set up your workflow in Pabbly Connect:

• Click on the plus sign to create a new workflow.
• Name your workflow, for example, ‘Razorpay to Keap CRM Integration.’
• Select Razorpay as your trigger application.
• Choose the ‘Payment Failed’ trigger event.

Now, you will see a webhook URL generated by Pabbly Connect. Copy this URL to set up your Razorpay webhook.

3. Configuring Razorpay Webhook for Payment Failures

Next, navigate to your Razorpay dashboard and scroll to the settings section. Here, locate the webhooks option to add a new webhook. Paste the webhook URL you copied from Pabbly Connect into the designated field.

When configuring the webhook, ensure you select the following:

• Active event: Payment Failed

Click on ‘Create Webhook’ to finalize the setup. This webhook will trigger every time a payment fails, sending the relevant data to Pabbly Connect.

4. Creating a Note in Keap CRM Using Pabbly Connect

After setting up the webhook, return to Pabbly Connect where it will be waiting for a webhook response. To test the integration, simulate a failed payment on Razorpay. Once the webhook receives the data, you will see all customer details captured in Pabbly Connect.

Now, set up the action to create a note in Keap CRM:

Select Keap CRM (Infusionsoft) as your action application. Choose ‘Create Note’ as the action event. Connect your Keap account to Pabbly Connect.

Map the necessary fields such as contact name, email, and description to ensure the note contains relevant information about the failed payment.

5. Testing and Verifying the Integration

Finally, after setting up the note creation, it is essential to test the integration to ensure everything functions correctly. Perform another test by simulating a failed payment on Razorpay. After the payment failure, check your Keap CRM account to verify that a note was created with the correct details.

Here are the steps to verify:

Refresh your Keap CRM account. Look for the newly created note assigned to the specified team member. Ensure the note contains accurate payment failure information.

This process confirms that Pabbly Connect successfully automates the note creation process for failed payments, enhancing your team’s efficiency in handling customer issues.

Conclusion

In conclusion, using Pabbly Connect to integrate Razorpay with Keap CRM allows you to automate the creation of notes for failed payments efficiently. This integration not only saves time but also enhances communication within your team, ensuring that all payment issues are addressed promptly. By following the steps outlined in this tutorial, you can set up this automation effortlessly.