Add Razorpay Leads to Privyr CRM Automatically

Learn how to seamlessly integrate Razorpay leads into Privyr CRM automatically using Pabbly Connect. Step-by-step guide with detailed instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Razorpay leads into Privyr CRM automatically, you first need to access Pabbly Connect. If you are an existing user, simply log in to your Pabbly Connect account. New users can go to the Pabbly website and navigate to the Pabbly Connect section.

Once on the Pabbly Connect landing page, click on the ‘Sign Up for Free’ button. This allows you to explore Pabbly Connect with up to 100 free tasks per month, which is perfect for testing the integration capabilities. After signing up, log in and open the workflow builder to start creating your automation.

2. Setting Up Trigger with Razorpay in Pabbly Connect

In this section, you will set up the trigger in Pabbly Connect to initiate the workflow when a payment is captured in Razorpay. Click on the ‘Add Trigger’ button and search for Razorpay as the application. Select the event as ‘Payment Captured’ and click on the ‘Connect’ button.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the event.
• Click on the ‘Connect’ button to generate a webhook URL.

Copy the generated webhook URL and head over to your Razorpay dashboard. Navigate to the ‘Developers’ section and select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL. Ensure that the active event is set to ‘Payment Captured’ before clicking on the ‘Create Webhook’ button. This establishes a connection between Razorpay and Pabbly Connect.

3. Capturing Payment Details from Razorpay

After setting up the webhook, Pabbly Connect will wait for a response from Razorpay. To capture this response, you need to process a payment. Go to the Razorpay payment page and make a sample purchase. Fill in your details, select the payment method as UPI, and complete the payment.

Once the payment is successful, return to Pabbly Connect. You will see that the webhook has captured the payment details, including the customer’s first name, last name, phone number, and email address. This data is crucial for creating a new client in Privyr CRM.

4. Adding Client to Privyr CRM Using Pabbly Connect

Now that you have captured the payment details, the next step is to add the client to Privyr CRM. In Pabbly Connect, click on the ‘Add New Action Step’ button and search for Privyr as the application. Select ‘Create Client’ as the action event and click on ‘Connect’.

• Choose Privyr as the action application.
• Select ‘Create Client’ as the event.
• Connect using the authorization token from Privyr.

To obtain the authorization token, go to your Privyr account, navigate to the ‘Integrations’ tab, and find the configuration for Pabbly Connect. Copy the token and paste it into the appropriate field in Pabbly Connect. After saving the connection, map the captured details such as name, email, and phone number to the corresponding fields in Privyr CRM.

5. Testing and Verifying the Integration

After mapping all necessary fields, it’s time to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. If everything is set up correctly, you should receive a positive response indicating that a new client has been created in Privyr CRM.

To verify, go back to your Privyr dashboard and check the client section. You should see the new client details reflecting the information captured from the Razorpay payment. This confirms that the integration is working seamlessly and that every new payment will automatically add the customer details to Privyr CRM without manual intervention.

Conclusion

In conclusion, using Pabbly Connect to integrate Razorpay leads into Privyr CRM automatically streamlines your client management process. This automation ensures that every payment captured translates into a new client entry, enhancing efficiency and reducing manual errors. Start using Pabbly Connect today to simplify your business operations.