Automate Razorpay Payment Failures to Create Deals in ActiveCampaign Using Pabbly Connect

Learn how to automate deal creation in ActiveCampaign when Razorpay payments fail using Pabbly Connect. Step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Automation

To automate the creation of deals in ActiveCampaign when Razorpay payments fail, start by accessing Pabbly Connect. Sign in to your Pabbly Connect account or create a new one if you haven’t done so already. This platform allows you to set up integrations without any coding knowledge.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘On Payment Failure – Razorpay to ActiveCampaign’. This helps in identifying the purpose of your automation.

2. Configuring the Trigger with Razorpay

In this step, you will configure the trigger application, which is Razorpay. Select Razorpay from the list of apps in Pabbly Connect as your trigger application. Choose the ‘Payment Failed’ event as the trigger event.

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

Next, go to your Razorpay dashboard and navigate to the settings. Under the webhooks section, create a new webhook by pasting the copied URL and selecting the ‘Payment Failed’ event. This will allow Razorpay to send data to Pabbly Connect whenever a payment fails.

3. Testing the Webhook Response

After setting up the webhook, it’s time to test it. Perform a test payment failure in Razorpay by canceling a payment during the checkout process. This action will trigger the webhook and send the payment failure data to Pabbly Connect.

Check the Pabbly Connect dashboard for the response received from Razorpay. This response should include details about the failed payment, such as the amount, currency, and customer information. Ensure that the data has been captured correctly before moving on to the next step.

4. Creating a Deal in ActiveCampaign

Now that you have the payment failure data, the next step is to create a deal in ActiveCampaign. Select ActiveCampaign as the action application in Pabbly Connect and choose the ‘Create Deal’ action event.

• Connect your ActiveCampaign account by entering the API key and URL.
• Map the fields from Razorpay to ActiveCampaign, such as deal title, description, and amount.
• Ensure to set the deal status to ‘Open’ for follow-up.

After mapping the relevant fields, save the action and send a test request to create a deal in ActiveCampaign. Verify that the deal appears in your ActiveCampaign dashboard under the specified pipeline.

5. Finalizing the Automation Process

With everything set up, your automation is now complete. Whenever a payment fails in Razorpay, a deal will be automatically created in ActiveCampaign, allowing your team to address the issue promptly. This seamless integration is made possible through Pabbly Connect.

Remember, once this automation is set up, you do not need to intervene manually. The process will run in the background, ensuring that your team is always informed of payment failures and can act accordingly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of deals in ActiveCampaign when Razorpay payments fail. This integration simplifies the workflow and enhances customer service by ensuring timely follow-ups on payment issues.