Automate Salesforce Contact Creation with Pabbly Connect and Instamojo Payments

Learn how to automate the creation of Salesforce contacts using Pabbly Connect when a payment is made through Instamojo. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Salesforce and Instamojo Integration

To automate the process of adding contacts in Salesforce when receiving payments through Instamojo, start by accessing Pabbly Connect. Go to your browser and enter Pabbly.com/connect to reach the Pabbly Connect dashboard.

If you don’t have an account, sign up for free by clicking on Sign Up Free. If you already have an account, simply log in. Once logged in, click on Create Workflow to begin setting up the integration.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to connect Instamojo and Salesforce using Pabbly Connect. Name your workflow, for instance, Instamojo to Salesforce, and click on Create.

• Select the trigger app as Instamojo.
• Choose the trigger event as New Sale.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will integrate it with your Instamojo account to capture payment details. This setup ensures that every new payment triggers the workflow.

3. Integrating Instamojo with Pabbly Connect

Now that the workflow is created, navigate to your Instamojo dashboard. Here, either create a new payment link or use an existing one. For a new link, click on Create New and select Smart Link.

• Enter a name for your payment page, e.g., PHP Course.
• Set a price for the course, e.g., 99 INR.
• In the Smart Action section, select Add Webhook and paste the copied webhook URL.

Once this is done, every payment made through the link will automatically trigger the workflow in Pabbly Connect.

4. Testing the Integration with a Dummy Payment

To ensure everything is set up correctly, test the integration by making a dummy payment through the payment link created in Instamojo. Enter customer details such as name, email, and phone number, and proceed with the payment.

Once the payment is successful, return to Pabbly Connect and check the trigger response. You should see the payment ID, status, and other relevant details captured from Instamojo.

5. Creating a Contact in Salesforce Using Pabbly Connect

After retrieving payment details, the next step is to create a contact in Salesforce. In your Pabbly Connect workflow, add a new action step and select Salesforce as the app.

Choose the action event as Create Contact. Connect your Salesforce account by authorizing Pabbly Connect, then map the customer details from the payment response to the respective fields in Salesforce.

Map the first name and last name separately, as Salesforce requires these fields. Include the customer’s phone number and email address.

Once all details are mapped, click on Save and Send Test Request. Verify in Salesforce that the new contact has been created successfully.

Conclusion

By following the steps outlined, you can effortlessly automate the process of adding contacts in Salesforce whenever a payment is received through Instamojo using Pabbly Connect. This integration saves time and reduces manual errors, enhancing your workflow efficiency.