Automate Razorpay Customer Addition to Encharge CRM with Pabbly Connect

Learn how to automate adding Razorpay customers to Encharge CRM using Pabbly Connect. Follow this step-by-step tutorial to streamline your business process. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Razorpay and Encharge Integration

To start automating the addition of Razorpay customers in Encharge CRM, first, you need to access Pabbly Connect. This platform enables seamless integration between Razorpay and Encharge CRM, allowing you to capture customer data automatically.

Begin by navigating to the Pabbly website. Click on ‘Products’ and select Pabbly Connect. If you are a new user, sign up for a free account. Existing users can log in directly. Once logged in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘+’ icon to create a new workflow. Name it ‘Add Razorpay Customers in Encharge CRM Automatically’ to reflect its purpose. This naming will help you identify the workflow easily in the future.

• Select Razorpay as the trigger application.
• Choose the trigger event as ‘Payment Captured’.

After setting the trigger, Pabbly Connect will generate a webhook URL. This URL is crucial as it will allow Razorpay to communicate with Pabbly Connect. Copy this URL and proceed to set it up in your Razorpay account.

3. Configuring Razorpay for Webhook Integration

Log in to your Razorpay account and navigate to the settings section. Here, find the ‘Webhooks’ option and click on it. You will need to create a new webhook by clicking the ‘+’ icon. Paste the webhook URL you copied from Pabbly Connect into the designated field.

• Select ‘Payment Captured’ as the active event.
• Click on ‘Create Webhook’ to save your settings.

Once the webhook is created, return to Pabbly Connect. The platform will now be waiting for a response from Razorpay. To test this integration, make a test payment through Razorpay to trigger the webhook.

4. Testing the Razorpay and Encharge Integration

After successfully making a test payment, switch back to Pabbly Connect. You should see that the webhook has received the payment details. This includes customer information such as name, email, and phone number.

Now, you will set up the action step to add this customer to Encharge CRM. Select Encharge as the action application and choose the action event ‘Add or Update Person’. Connect your Encharge account to Pabbly Connect by allowing access when prompted.

5. Mapping Customer Data to Encharge CRM

With the connection established, you will need to map the customer data from Razorpay to Encharge CRM. This involves filling in fields such as email address, first name, and last name using the data captured from the payment.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. This action will create a new contact in your Encharge CRM account. You can verify this by refreshing your Encharge CRM dashboard to see the new contact added.

By following these steps, you have successfully automated the process of adding Razorpay customers to Encharge CRM using Pabbly Connect. This integration not only saves time but also minimizes manual entry errors, enhancing your overall efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate adding Razorpay customers to Encharge CRM. By setting up a webhook and mapping customer data, you can streamline your workflow and enhance productivity. This integration allows for seamless data flow, ensuring that your CRM is always up-to-date with customer information.