Integrating Instamojo Failed Payments with ConvertKit and Google Sheets Using Pabbly Connect

Learn how to automate the process of sending Instamojo failed payment details to ConvertKit and Google Sheets using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Instamojo Integration

To start integrating Instamojo with ConvertKit and Google Sheets, you first need to access Pabbly Connect. Visit the Pabbly Connect dashboard by entering ‘Pabbly.com/connect’ in your browser. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once logged in, click on ‘Create Workflow’ and name your workflow, for example, ‘Instamojo Failed Payment’. This workflow will allow you to automate the process of adding customers to ConvertKit when their payment fails.

2. Setting Up the Trigger for Instamojo

In the workflow, you will see two sections: a trigger window and an action window. Begin by selecting ‘Instamojo’ as the app in the trigger window. For the trigger event, choose ‘New Sale’. This setup will allow Pabbly Connect to capture new payment attempts on your Instamojo account.

• Search for ‘Instamojo’ in the app field.
• Select ‘New Sale’ as the trigger event.
• Copy the generated webhook URL from Pabbly Connect.

Next, go to your Instamojo account and paste this webhook URL in your payment link or page. This step connects your payment link to Pabbly Connect, ensuring that any new transactions will send data to your workflow.

3. Testing the Payment Process

Now that your webhook is set up, it’s time to test the payment process. You will simulate a failed payment by entering dummy customer details in the payment form. Ensure that the payment fails by using an invalid payment method.

Once you submit the payment, Pabbly Connect will receive a response indicating the payment status. If the payment fails, you will see the details captured in the trigger window. This data includes payment ID, status, and customer information.

4. Adding a Filter Before Sending to ConvertKit

To ensure that only failed payment details are sent to ConvertKit, add a filter in your workflow. In the action window, select ‘Filter’ and set the condition to check if the payment status equals ‘Failed’. This step is crucial as it prevents successful payments from being added to your ConvertKit account. using Pabbly Connect

• Select ‘Filter’ in the action window.
• Set the condition to check if the payment status is ‘Failed’.
• Save the filter condition.

This filter ensures that only customers who experience payment failures will be added as subscribers in ConvertKit.

5. Sending Customer Details to ConvertKit

After setting up the filter, the next step is to send the customer details to ConvertKit. In the action window, select ‘ConvertKit’ as the app and choose ‘Add Subscriber’ as the action event. Connect your ConvertKit account by entering your API key and secret, which you can find in your ConvertKit account settings. using Pabbly Connect

Map the customer details from the previous steps to the corresponding fields in ConvertKit. Ensure you include the first name, last name, email, and any tags you wish to assign. Once all fields are mapped, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

After completing this step, check your ConvertKit account to confirm that the subscriber has been added successfully. This integration allows you to manage your customer relationships effectively by capturing failed payment attempts.

6. Sending Details to Google Sheets

Finally, to keep a record of failed payments, you can send the customer details to Google Sheets. In the action window, select ‘Google Sheets’ and choose ‘Add New Row’ as the action event. Connect your Google Sheets account and select the spreadsheet where you want to store the payment details. using Pabbly Connect

Map the payment ID, customer name, email, and any other relevant information to the columns in your Google Sheets. Once all fields are mapped, click on ‘Save and Send Test Request’. Verify that the data appears in your Google Sheets as expected.

Conclusion

In this tutorial, we demonstrated how to automate the process of sending Instamojo failed payment details to ConvertKit and Google Sheets using Pabbly Connect. By following these steps, you can streamline your customer management and ensure that you never miss a follow-up with customers who encounter payment issues.