Learn how to automate the creation and updating of ActiveCampaign contacts from Cashfree payments using Pabbly Connect in this step-by-step guide. 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 start integrating Cashfree payments with ActiveCampaign, the first step is to access Pabbly Connect. This platform allows you to automate tasks seamlessly and efficiently.

Begin by visiting the Pabbly Connect website at Pabbly.com/connect. If you are a new user, you can sign up for a free account, which provides 100 free tasks each month. Existing users can simply log in to their accounts to proceed with the integration.


2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

  • Enter a name for your workflow, such as ‘Create or Update ActiveCampaign Contact from Cashfree Payment’.
  • Select a folder to save your workflow, for example, ‘Cashfree Automations’.
  • Click the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.


3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘Cashfree’ as your trigger application.

Then, choose the event type as ‘Payment Wire Form’. This event captures the payment details whenever a customer completes a transaction through Cashfree. After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL.

  • Copy the webhook URL provided by Pabbly Connect.
  • Log into your Cashfree account and navigate to the Developers section.
  • Under Webhooks, add a new webhook endpoint using the copied URL.

Once the webhook is added, perform a test payment to ensure that the connection between Cashfree and Pabbly Connect is successful.


4. Setting Up the Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action step. Select ‘ActiveCampaign’ as the action application. using Pabbly Connect

Choose the action event as ‘Add or Update Contact’. This step will allow you to create a new contact in ActiveCampaign or update an existing one based on the payment details captured from Cashfree.

Connect your ActiveCampaign account by entering the API key and URL. Map the data fields from the Cashfree payment response to the ActiveCampaign contact fields. Click on ‘Save and Send Test Request’ to verify that the contact is created successfully.

This action ensures that every payment processed through Cashfree results in a corresponding contact being created or updated in ActiveCampaign, streamlining your customer management process.


5. Finalizing the Integration with Pabbly Connect

With both the trigger and action set up, your integration is now complete. You can test the entire workflow by making a real payment using the Cashfree payment form.

Once the payment is processed, check your ActiveCampaign account to confirm that the new contact has been added successfully. This confirms that Pabbly Connect has effectively automated the process of creating or updating contacts based on Cashfree payments.

By using Pabbly Connect, you have eliminated the need for manual data entry, ensuring that customer information is captured quickly and accurately. This integration not only saves time but also enhances your customer relationship management.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation and updating of ActiveCampaign contacts from Cashfree payments. By following these steps, you can streamline your customer management and enhance your business operations.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.