How to Create Apollo.io Contact on Cashfree Payment with Pabbly Connect

Learn how to automate creating Apollo.io contacts from Cashfree payments using Pabbly Connect in this detailed tutorial. 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 Cashfree Payment Integration

To create an Apollo.io contact from Cashfree payments, you first need to access Pabbly Connect. This is the central platform that facilitates the integration between these two applications.

Visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and get 100 tasks each month. Once logged in, you will see the dashboard where you can create your workflow.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. This initiates the process of setting up your automation. using Pabbly Connect

• Name your workflow as ‘Create Apollo Contact on Cashfree Payment’.
• Select a folder where you want to save this workflow.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The trigger is the event that starts your automation, and the action is what happens as a result of that trigger.

3. Setting Up the Trigger with Cashfree Payment

The next step involves setting up the trigger for your workflow. Select ‘Cashfree’ as the trigger application since it will capture the payment details. using Pabbly Connect

For the trigger event, choose ‘Payment via Form’. This allows Pabbly Connect to capture the payment response when a customer makes a payment through Cashfree. After selecting these options, Pabbly Connect will provide you with a unique webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Cashfree account and navigate to the Developers section.
• Under Webhooks, add the webhook URL you copied from Pabbly Connect.

After adding the webhook, click on the ‘Test and Add’ button to check if the connection is successful. Once the test response is captured, you will be ready to proceed with the next steps.

4. Filtering Payments for Specific Cashfree Forms

After successfully capturing the payment response, the next step is to filter the payments to ensure that only specific transactions trigger the creation of contacts in Apollo.io. This is done by adding a filter action in Pabbly Connect. using Pabbly Connect

Select ‘Filter’ as the action application and choose ‘Filter Values’ as the action event. This allows you to set conditions for which payments should trigger the next action. Map the form ID from the previous response to ensure that only payments from the specified form are processed.

Set the condition to check if the form ID equals the ID of your specific Cashfree form. Click ‘Save and Send Test Request’ to ensure the filter is set correctly.

Once the filter is successfully applied, Pabbly Connect will only proceed to create a contact in Apollo.io when the payment matches the specified criteria.

5. Creating the Contact in Apollo.io

The final step in this automation is to create a contact in Apollo.io based on the payment information captured from Cashfree. Select ‘Apollo’ as the action application and choose ‘Create Contact’ as the action event.

Connect your Apollo.io account by entering the required API key. You can generate this key from the Apollo developer portal. Once connected, you will need to map the customer data from the previous responses to the fields required in Apollo.io.

Map the customer’s first name and last name, splitting them if necessary. Fill in other required fields such as email, address, and title.

After filling in all the required details, click on the ‘Save and Send Test Request’ button. If successful, you will see the new contact created in your Apollo.io account, confirming that the automation works seamlessly with Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the creation of Apollo.io contacts from Cashfree payments using Pabbly Connect. By following these steps, you can streamline your customer management process and enhance engagement with your clients.