Razorpay → Zoho CRM | Complete Automation Tutorial

Learn how to automate the integration between Razorpay and Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless workflow automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the connection between Razorpay and Zoho CRM, you need to access Pabbly Connect. If you are a new user, open a new tab and search for pabbl.com/connect in your browser.

Once on the Pabbly Connect page, look for the ‘Sign up for free’ button in the top right corner. Click on it to create an account and receive 100 free tasks each month to explore Pabbly Connect. After signing up, log in to your account and open the workflow builder to begin the integration process.

2. Setting Up the Trigger with Razorpay

In Pabbly Connect, the first step is to set up a trigger that will initiate the workflow. Click on the ‘Add Trigger’ button and search for Razorpay. Select it as your trigger application.

For the event, choose ‘Payment Captured’ and click on ‘Connect’. You will receive a webhook URL that you need to copy. Go to your Razorpay dashboard, navigate to the developers section, and click on ‘Webhooks’. Here, click on the ‘Add New Webhook’ button and paste the copied URL. Set the active event as ‘Payment Captured’ and click ‘Create Webhook’. Now, your Razorpay is connected to Pabbly Connect.

3. Testing the Webhook Response

After setting up the webhook in Razorpay, you need to test it to confirm that the connection is working. To do this, go back to your Razorpay dashboard and proceed to purchase a product. For example, select a product and complete the payment process.

• Open the payment page URL in a new tab.
• Fill in your details and click on ‘Pay’.
• Choose your payment method, enter the required details, and complete the payment.

Once the payment is successful, return to Pabbly Connect. You should see that it has captured the webhook response, including customer details such as first name, last name, phone number, and email address. This confirms that the trigger is set up correctly and is working as intended.

4. Creating a Contact in Zoho CRM

The next step is to create a contact in Zoho CRM whenever a payment is captured. In Pabbly Connect, click on ‘Add New Action Step’ and search for Zoho CRM. Select it as your action application.

For the event, choose ‘Create Contact’ and click on ‘Connect’. If you have an existing connection, select it; otherwise, create a new connection by entering your Zoho CRM domain. After connecting, you will need to map the fields from the Razorpay payment to the Zoho CRM contact fields, ensuring that the data flows correctly.

5. Finalizing the Integration and Testing

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the contact has been created in Zoho CRM. You can verify this by refreshing your contact list in Zoho CRM.

To ensure everything is working seamlessly, you can perform additional test payments. Each time a new payment is captured in Razorpay, a new contact will automatically be created in Zoho CRM through Pabbly Connect. This automation saves time and reduces manual data entry.

Conclusion

In this tutorial, we explored how to automate the integration between Razorpay and Zoho CRM using Pabbly Connect. By following these steps, you can streamline your workflow and create contacts automatically, enhancing efficiency in your business operations.