Recover Lost Razorpay Payments with WhatsApp Follow-Up

Learn how to recover lost Razorpay payments with WhatsApp follow-up through Pabbly Connect. This step-by-step guide covers the integration process and setup. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Integration

To recover lost Razorpay payments effectively, you need to access Pabbly Connect. Begin by visiting pabby.com/connect and signing up for a free account if you’re a new user. Existing users can simply sign in to their account.

Once logged in, click on the ‘Access Now’ button to navigate to the Pabbly Connect dashboard. Here, you can start creating workflows that automate your payment recovery process. This integration allows you to send instant WhatsApp messages to customers whenever a payment fails.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You’ll be prompted to choose between the new beta version or the classic version. For this tutorial, select the new beta version for its enhanced features.

• Name your workflow as ‘Recover Lost Razorpay Payments with WhatsApp Follow-Up’.
• Select a folder to save your workflow for better organization.
• Press the ‘Create’ button to proceed.

After creating your workflow, you will see the ‘Add Trigger’ button. This is where you can set the event that triggers your workflow, specifically when a payment fails using Razorpay.

3. Integrating Razorpay with Pabbly Connect

To integrate Razorpay into your workflow, click on the plus button next to the trigger application. Search for Razorpay and select it. From the dropdown, choose the event ‘Payment Failed’ to ensure your workflow triggers whenever a payment fails.

Next, click on the ‘Connect’ button to link your Razorpay account with Pabbly Connect. You will receive a webhook URL that you need to copy. Log in to your Razorpay account, navigate to ‘Account Settings’, and click on ‘Webhooks’ to add a new webhook.

• Paste the copied webhook URL into the webhook URL box.
• Select the ‘Payment Failed’ event from the active events.
• Click on ‘Create Webhook’ to save the configuration.

This setup allows Razorpay to communicate with Pabbly Connect whenever a payment fails, which is crucial for sending follow-up messages via WhatsApp.

4. Sending WhatsApp Messages via Pabbly Connect

After setting up Razorpay, you need to add an action step to send WhatsApp messages. Click on the plus button again and search for ‘WhatsApp Cloud API’. Select it, and for the application event, choose ‘Send Template Message’.

Click the ‘Connect’ button to link the WhatsApp Cloud API with Pabbly Connect. You can either select an existing connection or create a new one by entering your WhatsApp Business Account details, including the access token, phone number ID, and WhatsApp business account ID.

Fill in the required details for the new connection. Map the customer’s phone number from the Razorpay response. Select the appropriate template for payment failure notifications.

This setup ensures that customers receive timely notifications on WhatsApp whenever their payment fails, enhancing customer experience and potentially recovering lost payments.

5. Testing the Integration

To test your integration, you need to simulate a payment failure. Open your Razorpay payment page and enter the required details. Attempt to make a payment with a card that is known to fail, such as one that does not support international transactions.

Once the payment fails, check your Pabbly Connect account. You should see a response indicating the payment failure, confirming that the trigger is working correctly. Then, check your WhatsApp for the notification message.

If everything is set up correctly, you will receive a template message on WhatsApp detailing the payment failure. This automated follow-up can significantly help in recovering lost payments by promptly informing customers about the issue.

Conclusion

In conclusion, using Pabbly Connect to recover lost Razorpay payments through WhatsApp follow-ups is an effective automation strategy. By integrating Razorpay with WhatsApp, businesses can enhance customer communication and potentially increase payment recovery rates. Follow the steps outlined in this guide to set up your automation seamlessly.