Integrating Razorpay with TeamLeader CRM Using Pabbly Connect

Learn how to seamlessly integrate Razorpay with TeamLeader CRM using Pabbly Connect. This step-by-step guide simplifies adding Razorpay customers as contacts. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Razorpay with TeamLeader CRM, you need to access Pabbly Connect. This integration platform allows you to automate the process of adding Razorpay customers as contacts in TeamLeader CRM effortlessly. Start by creating a free Pabbly Connect account if you haven’t already, which provides you with 100 free automation tasks monthly.

Once logged in, you will be directed to the Pabbly Connect dashboard. From there, click on the ‘Create Workflow’ button to initiate your integration. Name your workflow something relevant, such as ‘Add Razorpay Customers as Contacts in TeamLeader CRM’ and click ‘Create’ to set up your automation.

2. Setting Up the Trigger in Pabbly Connect

The first step in your workflow is to set up a trigger that detects when a payment is made via Razorpay. To do this, select Razorpay as your trigger application in Pabbly Connect. The trigger event you need to choose is ‘Payment Captured,’ which will initiate the workflow when a payment status changes to captured. using Pabbly Connect

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

Next, navigate to your Razorpay dashboard and go to the settings. Under the webhooks section, add a new webhook and paste the copied URL. Select the event ‘payment.captured’ to ensure the webhook captures the necessary payment data.

3. Testing the Payment Capture

After setting up the webhook, it’s essential to test the integration to ensure everything is functioning correctly. You will need to make a demo payment using the Razorpay payment page. Fill in customer details such as name, email, and phone number, and proceed to make the payment. using Pabbly Connect

Once the payment is successful, return to Pabbly Connect, where the payment details should appear, confirming that the webhook has captured the necessary information. This step is crucial to ensure that Razorpay is correctly sending data to Pabbly Connect.

4. Setting Up the Action to Create Contacts in TeamLeader CRM

Now that the payment capture is set, the next step is to set up the action in Pabbly Connect to create a new contact in TeamLeader CRM. Select TeamLeader as your action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

• Select TeamLeader as the action application.
• Choose ‘Create Contact’ as the action event.
• Map the required fields such as first name, last name, email, and phone number from the Razorpay payment data.

After mapping the necessary fields, test the action by clicking on ‘Save and Send Test Request’. If successful, the contact will be added to your TeamLeader CRM, confirming that the integration works flawlessly.

5. Conclusion: Seamless Automation with Pabbly Connect

Integrating Razorpay with TeamLeader CRM using Pabbly Connect simplifies the process of managing customer contacts. By automating the addition of new customers as contacts, you save time and reduce manual effort.

This tutorial has guided you through the exact steps needed to set up this integration. Once configured, your workflow will run automatically, ensuring that every payment made through Razorpay results in a new contact being created in TeamLeader CRM. Enjoy the efficiency and ease that Pabbly Connect brings to your business operations.