Automatically Add Razorpay Payments to Salesforce — No Manual Data Entry

Learn how to seamlessly integrate Razorpay payments into Salesforce CRM using Pabbly Connect, eliminating manual data entry for your business. 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. Setting Up Pabbly Connect for Razorpay and Salesforce Integration

To start integrating Razorpay payments into Salesforce, access Pabbly Connect by visiting the Pabbly website. Once there, sign in to your account or create a new one if you are a first-time user. Pabbly Connect allows you to automate workflows between applications without any manual data entry.

After logging in, navigate to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to start setting up your automation. Name your workflow something descriptive, like ‘Automatically Add Payments to Salesforce’, and select the appropriate folder for organization.

2. Configuring the Trigger with Razorpay in Pabbly Connect

In this section, you will set Razorpay as the trigger application in your Pabbly Connect workflow. A trigger is an event that starts your automation. Select Razorpay from the list and choose the trigger event as ‘Payment Captured’. This event will initiate the workflow whenever a payment is successfully received.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Click on ‘Connect’ to establish the connection.

Once you click connect, Pabbly Connect will provide a webhook URL. This URL is crucial as it acts as a bridge between Razorpay and Pabbly Connect. Copy this URL and head over to your Razorpay dashboard to set up the webhook.

3. Setting Up the Webhook in Razorpay

To finalize the connection, you need to set up the webhook in Razorpay. Go to the Razorpay dashboard, navigate to the ‘Developers’ section, and select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the webhook URL you copied from Pabbly Connect.

• Paste the webhook URL in the designated field.
• Select the event ‘Payment Captured’ to trigger the webhook.
• Click ‘Create Webhook’ to save your settings.

After creating the webhook, return to your Pabbly Connect workflow. It should now show that it is waiting for a webhook response. This indicates that the setup is ready for testing.

4. Testing the Workflow and Capturing Payment Data

Now it’s time to test your integration. Go back to your Razorpay payment page and perform a test payment using dummy details. Enter an email address, phone number, and name, then complete the payment using your preferred method, such as UPI.

Once the payment is successful, return to Pabbly Connect and check for the webhook response. You should see the payment details captured in your workflow, confirming that the connection between Razorpay and Pabbly Connect is functioning correctly.

5. Adding Payment Details to Salesforce Using Pabbly Connect

With the payment data successfully captured, the next step is to add this information to Salesforce. In your Pabbly Connect workflow, add a new action step and select Salesforce as the action application. Choose ‘Create Lead’ as the action event.

Connect your Salesforce account to Pabbly Connect by clicking on ‘Connect’ and granting the necessary permissions. After establishing the connection, map the fields from the Razorpay payment data to the corresponding fields in Salesforce, such as name, email, and payment amount.

Finally, save and test this action step. If everything is set up correctly, a new lead will be created in Salesforce with the payment information from Razorpay. This completes your automation process, allowing for seamless integration without manual data entry.

Conclusion

By following these steps, you can effectively automate the process of adding Razorpay payments to Salesforce using Pabbly Connect. This integration not only saves time but also reduces the risk of errors associated with manual data entry. Start streamlining your payment processes today!