How to Track New Sales from Razorpay to Google Sheets Using Pabbly Connect

Learn how to automate tracking new sales from Razorpay to Google Sheets using Pabbly Connect. Step-by-step guide to streamline your sales process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To track new sales from Razorpay to Google Sheets, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing ‘pabyt.com/connect’ in your browser. This platform allows you to create automation workflows without any coding skills.

Once on the Pabbly Connect site, sign in to your account. If you are a new user, you can sign up for free, which gives you access to 100 tasks every month. After signing in, you will reach the dashboard where you can create new workflows to connect Razorpay and Google Sheets.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. This is where you will name your workflow. For this integration, name it ‘Track New Sales from Razorpay to Google Sheets’. Select the appropriate folder for organization purposes, such as ‘Razor Pay Automations’.

• Click on ‘Create’ to finalize your workflow setup.
• You will see an ‘Add Trigger’ box appear.
• Select Razorpay as the trigger application.

In this workflow, the trigger will be a new payment captured in Razorpay. Therefore, select ‘Payment Captured’ as your trigger event. This setup ensures that whenever a new sale occurs, the details will automatically be sent to Google Sheets using Pabbly Connect.

3. Connecting Razorpay to Pabbly Connect

Next, you will need to establish a connection between Razorpay and Pabbly Connect. A webhook URL will be provided for this purpose. Copy this URL and head to your Razorpay account.

In your Razorpay dashboard, navigate to the ‘Developers’ section, where you will find options for APIs and webhooks. Click on ‘Webhooks’ and then ‘Add New Webhook’. Paste the copied webhook URL into the designated field and enter a random secret. Make sure to select the event type as ‘Payment Captured’ to trigger the workflow.

4. Testing the Connection and Payment Capture

After saving your webhook in Razorpay, return to your Pabbly Connect workflow. You will see a message indicating that it is waiting for a webhook response. To test this, you need to simulate a payment in Razorpay.

• Click on ‘Payment Pages’ in Razorpay.
• Select a product and complete the payment process.
• Ensure that the payment is successful to receive a response in Pabbly Connect.

Once the payment is completed, you should see the details captured in your Pabbly Connect workflow. This confirms that the connection between Razorpay and Pabbly Connect is functioning correctly, and all relevant sale details are now available for further processing.

5. Adding Sale Details to Google Sheets

Now that you have successfully captured the payment details in Pabbly Connect, the next step is to add this information to Google Sheets. In your workflow, add a new action step and select Google Sheets as the action application.

Choose ‘Add New Row’ as the action event. You will need to connect your Google Sheets account to Pabbly Connect. Once connected, select the relevant spreadsheet where you want to store the sales data. Use the mapping feature to automatically fill in the fields with the data received from Razorpay.

Map customer name, email, product, and payment details from the Razorpay response. This ensures that every new sale is recorded accurately in your Google Sheets.

After mapping all necessary fields, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that the sales details have been added successfully. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to track new sales from Razorpay to Google Sheets using Pabbly Connect. By automating this process, you can save time and ensure accurate sales tracking. Follow the steps outlined to streamline your sales operations effectively.