How to Create or Update Keap Contact on Cashfree Payment Using Pabbly Connect

Learn how to automate the process of creating or updating Keap contacts on Cashfree payments using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the creation or updating of Keap contacts on Cashfree payments, first, access Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser. If you are a new user, click on the ‘Sign up for free’ button to create an account, which takes just a couple of minutes.

Once logged in, navigate to the dashboard where you can create workflows. Click on the ‘Create Workflow’ option to begin setting up your automation. This process will allow you to connect Cashfree and Keap seamlessly through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on ‘Create Workflow’. You will be prompted to name your workflow. Enter a descriptive name like ‘Create or Update Keap Contact on Cashfree Payment’ and select a folder for organization. This helps in managing multiple workflows efficiently.

• Name your workflow descriptively.
• Select a folder for better organization.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, we will set Cashfree as the trigger application and Keap as the action application using Pabbly Connect.

3. Setting Up the Trigger with Cashfree

For the trigger, select Cashfree as your application. You will need to choose the trigger event, which is the occurrence that will initiate the workflow. For this integration, select ‘Payment via Form’ as the trigger event.

• Select ‘Payment via Form’ as the trigger event.
• Copy the provided webhook URL.
• Add this webhook URL in your Cashfree account under the Webhooks section.

This webhook URL acts as a bridge between Cashfree and Pabbly Connect. Once the webhook is set up, any payment made through the form will trigger the workflow, allowing the customer’s details to be sent to Keap automatically.

4. Setting Up the Action with Keap

Now that the trigger is set, it’s time to configure the action. Select Keap as your action application and choose ‘Create or Update Contact’ as the action event. This will ensure that when a payment is received, the customer’s information is either added as a new contact or updated if they already exist in Keap.

Select ‘Create or Update Contact’ as the action event. Map the fields from the Cashfree response to the corresponding fields in Keap. Ensure to include email, name, and phone number in the mapping.

This step is crucial as it allows Pabbly Connect to dynamically insert customer data into Keap whenever a payment is processed, streamlining your customer management process.

5. Testing the Integration

After setting up the trigger and action, it’s important to test the workflow to ensure everything functions correctly. Go to your Cashfree account and complete a test payment using dummy information. This will simulate a real transaction and allow you to see if the integration works as intended.

Complete a test payment in Cashfree. Check your Keap account for the newly created or updated contact. Ensure all details are accurately reflected in Keap.

Once the test payment is successful, refresh your Keap contacts section to verify that the new contact has been added or updated. This confirms that Pabbly Connect is effectively bridging the gap between Cashfree and Keap, automating your workflow seamlessly.

Conclusion

In this tutorial, we covered how to create or update Keap contacts automatically when payments are received through Cashfree using Pabbly Connect. This integration streamlines your customer management process, ensuring that your CRM is always up-to-date with the latest payment information. By following these steps, you can enhance your business automation and improve customer relationship management effectively.