Integrate Razorpay Sales to Zoho CRM Leads Using Pabbly Connect

Learn how to seamlessly integrate Razorpay sales into Zoho CRM leads using Pabbly Connect. Step-by-step tutorial for effective automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Razorpay and Zoho CRM Integration

In this section, we will explore how Pabbly Connect serves as the central platform for integrating Razorpay sales into Zoho CRM leads. This integration helps automate the lead creation process whenever a new order is paid in Razorpay.

To begin, users need to access Pabbly Connect and sign in to their account. If you don’t have an account, you can easily create one for free. Once logged in, you will be directed to the dashboard where you can start creating your automation workflows.

2. Creating a New Workflow in Pabbly Connect

To set up the integration, click on the ‘Create Workflow’ button within Pabbly Connect. You will be prompted to name your workflow. For this integration, you can name it something like ‘CRM Integration for Razorpay Sales.’ Click on ‘Create’ to proceed.

Once the workflow is created, you will see two sections labeled Trigger and Action. The Trigger will be set to Razorpay, specifically the event ‘New Order Paid.’ The Action will be to create a lead in Zoho CRM. This setup allows Pabbly Connect to listen for new orders and automatically create corresponding leads in Zoho CRM.

3. Setting Up the Webhook in Razorpay

Next, you need to set up a webhook in Razorpay to connect it with Pabbly Connect. Log into your Razorpay account and navigate to the ‘Settings’ section. From there, select ‘Webhooks’ and click on ‘Add New Webhook.’

• Copy the webhook URL provided by Pabbly Connect.
• Paste the URL in the webhook settings in Razorpay.
• Select the event type as ‘Order Paid’ to trigger the webhook.
• Click on ‘Create Webhook’ to finalize the setup.

After creating the webhook, Razorpay will send a notification to Pabbly Connect whenever an order is paid, allowing the workflow to trigger and create a lead in Zoho CRM.

4. Mapping Data to Create a Lead in Zoho CRM

With the webhook now set up, the next step is to configure the action in Pabbly Connect to create a lead in Zoho CRM. Select Zoho CRM as the action application and choose the event ‘Create Lead.’ You will then need to connect your Zoho CRM account by entering the appropriate domain.

Once connected, you will need to map the data received from Razorpay to the fields required in Zoho CRM. This includes the customer’s name, email address, phone number, and any other relevant information. The mapping process is straightforward, as Pabbly Connect allows you to select fields from Razorpay’s response directly when filling out the lead details.

5. Testing and Verifying the Integration

After mapping the necessary fields, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test lead to Zoho CRM based on the data received from Razorpay. If successful, you will see a confirmation message indicating that the record has been added.

To verify, log into your Zoho CRM account and check the leads section. Refresh the page, and you should see the newly created lead reflecting the details from the Razorpay order. This confirms that the integration works seamlessly through Pabbly Connect, automating the process of lead creation whenever an order is paid.

Conclusion

In conclusion, using Pabbly Connect to integrate Razorpay sales into Zoho CRM leads streamlines your workflow significantly. By following the outlined steps, you can automate lead creation efficiently, ensuring that every new order is captured as a lead in your CRM system.