How to Log Payments from Razorpay to HubSpot CRM Using Pabbly Connect

Learn how to log payments from Razorpay to HubSpot CRM seamlessly using Pabbly Connect. Follow this step-by-step guide for easy integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To log payments from Razorpay to HubSpot CRM, the first step is to access Pabbly Connect. This platform will facilitate the integration between the two applications seamlessly. You can access Pabbly Connect by visiting Pabbly.com/connect and signing in or signing up for a free account.

Once you are logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow that will connect Razorpay to HubSpot CRM. This process involves setting up triggers and actions that will automate the payment logging process.

2. Create a New Workflow in Pabbly Connect

To begin, create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this integration, you can name it ‘Log Payments from Razorpay to HubSpot CRM’.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the folder where you want to save this workflow.

After naming your workflow, select the folder to save it in. This organization helps you manage multiple workflows efficiently. Once your workflow is set up, you can move forward to configure the trigger event.

3. Set Up the Trigger for Razorpay Payments

The next step is to set up the trigger in Pabbly Connect. Select Razorpay as the trigger application. The trigger event you need to choose is ‘Payment Captured’. This means that every time a payment is successfully captured in Razorpay, it will trigger the workflow you are creating.

Once you select Razorpay and the trigger event, you will be provided with a webhook URL. This URL will be used to connect Razorpay with Pabbly Connect. Copy this URL and proceed to your Razorpay account.

4. Configure Razorpay Webhook

In your Razorpay account, navigate to the ‘Developers’ section and click on ‘Webhooks’. Here, you can add a new webhook by pasting the copied webhook URL from Pabbly Connect. Select the event as ‘Payment Captured’ to ensure that Razorpay sends the correct data to your Pabbly Connect workflow.

After entering the webhook URL and selecting the event, click on ‘Create Webhook’. This will link your Razorpay account with Pabbly Connect, allowing it to receive data every time a payment is captured.

5. Create a Deal in HubSpot CRM

Now that your trigger is set up, the next step is to create an action in HubSpot CRM. Choose HubSpot as your action application and select ‘Create Deal’ as the action event. This action will create a new deal in HubSpot every time a payment is captured in Razorpay. using Pabbly Connect

Map the required fields from the Razorpay payment data to the HubSpot deal fields. For example, you can map the payment amount, customer name, and other relevant details. Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to ensure that the integration works correctly.

After testing, you can check your HubSpot CRM to confirm that a new deal has been created with the payment details. This automation streamlines your payment logging process, ensuring that all payments are recorded in HubSpot CRM without manual intervention.

Conclusion

In conclusion, integrating Razorpay with HubSpot CRM using Pabbly Connect allows for seamless logging of payment details. By following the steps outlined, you can automate the creation of deals in HubSpot for every successful payment captured in Razorpay. This integration enhances efficiency and keeps your payment records organized.