How to Create Zoho CRM Contact on Instamojo Payment Using Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from Instamojo payments using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Zoho CRM and Instamojo Integration

In this section, we will explore how to use Pabbly Connect to automate the creation of Zoho CRM contacts when a payment is made through Instamojo. This integration helps streamline customer data management without manual input.

Using Pabbly Connect, you can ensure that every transaction on Instamojo automatically creates a new contact in Zoho CRM. This process not only saves time but also enhances your customer database accuracy.

2. Accessing Pabbly Connect and Creating Your Workflow

To start, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free to explore the features. Once logged in, you will see the dashboard with various Pabbly applications.

• Click on ‘Access Now’ for Pabbly Connect.
• Select ‘Create Workflow’ to start a new automation.
• Name your workflow something like ‘Create Zoho CRM Contact on Instamojo Payment’.

After naming your workflow, click on ‘Create’. This will take you to the workflow window where you can set up your trigger and action. Remember, the trigger will initiate when a payment is made on Instamojo, and the action will be to create a contact in Zoho CRM using Pabbly Connect.

3. Setting Up Instamojo as the Trigger Application

In this step, you will select Instamojo as your trigger application in Pabbly Connect. Search for Instamojo and select version 2 (V2) as your trigger.

Next, you will choose the trigger event, which in this case is ‘New Sale’. This event means that the workflow will start whenever a new sale is made. After selecting the trigger event, Pabbly Connect will generate a Webhook URL that you will need to copy.

• Log into your Instamojo account.
• Go to the product settings for the item you want to connect.
• Paste the Webhook URL in the advanced settings for that product.

Ensure you set the information to be sent as ‘Successful Payments’ and save your settings. This establishes a connection between Instamojo and Pabbly Connect.

4. Testing the Webhook Connection and Capturing Data

After setting up the Webhook in Instamojo, it’s time to test the connection. Go back to your workflow in Pabbly Connect and perform a test submission by making a purchase through the product URL you set up.

Fill in the required details like name, email, and payment information. After completing the payment, Pabbly Connect will capture the response from Instamojo, allowing you to see the details of the transaction in your workflow.

Ensure all customer data is accurately reflected in the response. Check for the buyer’s name, email, and phone number. Confirm that the workflow is waiting for the Webhook response.

With this data captured, you are now ready to set up the action step to create a contact in Zoho CRM using Pabbly Connect.

5. Creating a Zoho CRM Contact from Instamojo Payment Data

Now that you have captured the necessary data, the next step is to set Zoho CRM as the action application in Pabbly Connect. Search for Zoho CRM and select it as your action application.

Choose ‘Create Contact’ as the action event. You will then need to connect your Zoho CRM account to Pabbly Connect. Enter your domain from the Zoho URL and grant the necessary permissions to establish this connection.

Map the fields from the Instamojo response to the Zoho contact fields. Ensure you fill in the first name, last name, and email correctly. Test the action to confirm the contact is created in Zoho CRM.

After successfully creating the contact, you can check your Zoho CRM account to see the new contact added, confirming that the integration through Pabbly Connect works seamlessly.

Conclusion

Using Pabbly Connect, you can effortlessly automate the process of creating Zoho CRM contacts from Instamojo payments. This integration not only saves time but also ensures accurate customer data management. Implementing this workflow allows for better organization and efficiency in handling customer information.