Automate Customer Addition to LeadSquared CRM with Pabbly Connect and Razorpay Payments

Learn how to automate adding customers to LeadSquared CRM using Pabbly Connect and Razorpay payments. Follow our step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin automating the addition of customers to LeadSquared CRM using Pabbly Connect, you first need to access the platform. Simply go to your browser and visit Pabbly Connect. If you don’t have an account, click on ‘Sign Up Free’ to create one in just a couple of minutes.

After logging in, click on ‘Create Workflow’ to set up your automation. Name your workflow, for example, ‘Razorpay to LeadSquared’ and click on ‘Create’. This opens your workflow where you will see two sections: the Trigger Window and the Action Window, which are essential for this integration.

2. Configuring the Trigger with Razorpay

In the Trigger Window of Pabbly Connect, search for the Razorpay app. Choose the trigger event as ‘Payment Captured’. This step is crucial as it allows you to capture payment details whenever a transaction occurs.

• Select Razorpay as the app.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Next, navigate to your Razorpay dashboard and go to ‘Settings’. Here, find the ‘Webhooks’ option and add a new webhook using the URL you copied. Select ‘Payment Captured’ as the active event and create the webhook. This links Razorpay with Pabbly Connect, enabling data flow whenever a payment is made.

3. Making a Test Payment

After setting up the webhook, it’s time to test the integration. Use the Razorpay payment page to make a test payment. Enter the necessary details such as name, email, and phone number of a dummy customer.

• Navigate to your Razorpay payment page.
• Fill in the payment details with a dummy customer’s information.
• Complete the payment process.

Once the payment is processed, return to Pabbly Connect to check if the payment details have been captured. You will see the customer’s information reflecting in the response section, confirming that the integration is working correctly.

4. Formatting Customer Data for LeadSquared

Now that you have captured the payment details, the next step is to format the customer data for LeadSquared. In the Action Window of Pabbly Connect, search for the ‘Text Formatter’ app and select ‘Split Text’ as the action event.

Map the customer’s full name to the ‘Text to Split’ field and use a space as the separator. This will split the full name into first and last names, which is required by LeadSquared for adding a new lead. Once you have set this up, click on ‘Save and Send Test Request’ to see the split results.

5. Adding Customer to LeadSquared CRM

With the formatted customer data ready, you can now add the customer to LeadSquared. In the Action Window, search for the LeadSquared app and select ‘Create or Update Lead’ as the action event. Connect your LeadSquared account by providing the necessary API keys. using Pabbly Connect

Map the first name, last name, email, and phone number from the previous steps to the corresponding fields in LeadSquared. Once all fields are mapped, click on ‘Save and Send Test Request’. If successful, the customer will be added as a new lead in your LeadSquared CRM.

Conclusion

By following this tutorial, you have successfully set up an automation that adds customers to LeadSquared CRM whenever a payment is made through Razorpay using Pabbly Connect. This integration streamlines your workflow and saves you time by eliminating manual data entry.

Utilizing Pabbly Connect for such integrations not only enhances efficiency but also ensures that you never miss capturing important customer details. Try it out and experience the benefits of automation today!