Automatically Add Customers to Zoho CRM on Razorpay Payment Using Pabbly Connect

Learn how to automatically add customers to Zoho CRM when payments are made through Razorpay using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This automation platform allows you to connect Razorpay and Zoho CRM seamlessly. Begin by visiting the Pabbly Connect website.

Sign in to your existing account or create a new one to get started. Once logged in, navigate to the dashboard where you can create a new workflow specifically for connecting Razorpay to Zoho CRM.

2. Creating a Workflow in Pabbly Connect

In order to automate the process of adding customers to Zoho CRM, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for the workflow name.

• Set the workflow name as ‘Automatically Add Customer to Zoho CRM on Razorpay Payment’.
• Select a folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger section is where you set the event that starts the workflow, while the Action section is where you define what happens next.

3. Setting Up Trigger with Razorpay

The next step involves setting up the trigger in Pabbly Connect. Select Razorpay as the trigger application and choose the event as ‘Payment Captured’. This ensures that every time a payment is made, the workflow is activated.

Once you select the trigger event, Pabbly Connect will generate a unique webhook URL. Copy this URL as it will be used to connect Razorpay to Pabbly Connect.

• Go to your Razorpay account and navigate to ‘Accounts and Settings’.
• Click on ‘Webhooks’ and then select ‘Add New Webhook’.
• Paste the copied webhook URL and set the action event to ‘Payment Captured’.

After saving the webhook settings, you need to enable the webhook to ensure it captures payment responses effectively.

4. Testing the Integration

With the webhook set up, it’s time to test the integration between Razorpay and Pabbly Connect. To do this, initiate a test payment through your Razorpay payment page. This will allow Pabbly Connect to capture the response from Razorpay.

Once the payment is completed, return to your Pabbly Connect workflow. You should see the payment details captured in the trigger section. This confirms that Razorpay is successfully connected to Pabbly Connect.

Fill in the customer details during the test payment. Complete the payment process to trigger the webhook. Verify that the payment response is captured in Pabbly Connect.

After confirming the captured response, you can proceed to set up the action step.

5. Setting Up Action with Zoho CRM

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Select Zoho CRM as the action application and choose ‘Create Contact’ as the action event. This will allow you to create a new contact in Zoho CRM whenever a payment is made.

Connect your Zoho CRM account to Pabbly Connect by providing the required domain details. Once connected, map the customer details from the payment response to the respective fields in Zoho CRM.

Map the first name, last name, email, and phone number from the Razorpay payment response. Add any additional details such as address or payment ID. Click on ‘Save and Send Test Request’ to create the contact.

Once the test request is successful, check your Zoho CRM account to see if the new contact has been created. This confirms that the integration between Razorpay, Zoho CRM, and Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we explored how to automatically add customers to Zoho CRM on Razorpay payment using Pabbly Connect. By following these steps, you can streamline your customer management process and enhance your efficiency. With Pabbly Connect, integrating applications like Razorpay and Zoho CRM becomes seamless and automated, allowing you to focus on your business growth.