Automate Razorpay Customers in Keap CRM with Pabbly Connect

Learn how to automate adding Razorpay customers to Keap CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start the process of adding Razorpay customers to Keap CRM automatically, you need to access Pabbly Connect. First, visit the Pabbly website and navigate to the Pabbly Connect section.

If you are a new user, sign up for a free account to get started. Existing users can log in directly. Once you are in Pabbly Connect, you will see the dashboard where you can create a new workflow for this integration.

2. Create a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something like ‘Add Razorpay Customers to Keap CRM Automatically’. This name can be customized based on your preferences.

Once the workflow is created, you will see two sections: a trigger and an action. The trigger will be set to Razorpay, and the action will be set to Keap CRM. This setup is crucial for the automation to work correctly.

3. Set Up Trigger in Pabbly Connect

Now, in the trigger section of Pabbly Connect, select Razorpay as the application. The trigger event will be ‘Payment Captured’. This means that every time a payment is made through Razorpay, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to your Razorpay account to capture payment details. Navigate to your Razorpay dashboard, go to settings, and find the webhooks section to add this URL.

• Go to Razorpay dashboard and click on settings.
• Navigate to the webhooks section and click on ‘Add New Webhook’.
• Paste the webhook URL from Pabbly Connect.
• Select ‘Payment Captured’ as the active event.

After setting up the webhook, return to Pabbly Connect to test the connection. You will need to make a test payment to verify that the webhook is functioning correctly.

4. Map Customer Data to Keap CRM

Once the payment trigger is set up and tested, it’s time to map the customer data to Keap CRM. In the action section of Pabbly Connect, select Keap CRM as the application and choose ‘Create or Update a Contact’ as the action event.

After connecting your Keap account with Pabbly Connect, you will need to map the fields from Razorpay to Keap. This includes the customer’s name, email, and phone number. Ensure that all details are accurately mapped to create a new contact in Keap CRM.

• Map the email address from Razorpay to Keap.
• Map the first and last name accordingly.
• Map the phone number to the corresponding field in Keap.

After mapping the fields, save the workflow and perform another test payment to ensure that a new contact is created in Keap CRM automatically.

5. Test and Verify the Integration

After successfully setting up the mapping in Pabbly Connect, it’s crucial to test the integration. Make a payment through Razorpay to see if the customer details are automatically added to Keap CRM.

Once the payment is made, check your Keap CRM contacts to confirm the new contact appears. If everything is set up correctly, you should see the customer’s details reflected in Keap CRM without any manual entry.

This seamless integration showcases the power of Pabbly Connect in automating workflows, saving time and reducing errors in data entry.

Conclusion

Integrating Razorpay with Keap CRM using Pabbly Connect allows for automatic addition of customers as new contacts. This process enhances efficiency and ensures that your CRM is always up-to-date with customer information.