Automatically Add Customers to LeadSquared CRM Using Pabbly Connect and Instamojo Payment

Learn how to automatically add customers to LeadSquared CRM when receiving payments via Instamojo using Pabbly Connect. Step-by-step tutorial included! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically add customers to LeadSquared CRM on Instamojo payment, you first need to access Pabbly Connect. This platform allows seamless integration between various applications, including Instamojo and LeadSquared CRM.

Start by visiting the Pabbly Connect website. If you don’t have an account, sign up for free. If you already have an account, simply log in. Once you are on the dashboard, you can begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something like ‘Instamojo to LeadSquared’ and click on ‘Create’. This workflow will automate the process of adding customers to your CRM.

In the workflow interface, you will see two windows: the trigger window and the action window. The trigger is what starts the process, while the action is what happens as a result. Here’s how to set it up:

• Select ‘Instamojo’ as the trigger app.
• Choose ‘New Sale’ as the trigger event.
• Copy the provided webhook URL for further integration.

With these steps, you have successfully set up the trigger for your workflow in Pabbly Connect.

3. Connecting Instamojo to Pabbly Connect

Now that you have the webhook URL, it’s time to connect it to your Instamojo account. Go to your Instamojo dashboard and create a new payment link. While setting up the payment link, you will find an option to add a webhook URL.

Paste the copied webhook URL into the designated field and save your payment link. This connection allows Pabbly Connect to capture payment details automatically whenever a customer makes a payment through Instamojo.

4. Retrieving Customer Details Using Pabbly Connect

After setting up the payment link, make a test payment to see if the integration works. Once the payment is made, return to Pabbly Connect to check for a response. You should see the payment details captured in your workflow.

Next, to retrieve the customer details associated with the payment, you need to add another action step in your workflow. Select ‘Instamojo’ again, but this time choose ‘Get Payment Details’ as the action event. Connect your Instamojo account by providing the necessary API keys.

• Use the payment ID from the previous response to fetch customer details.
• Map the payment ID correctly in the action step.

After saving your changes, you will see the customer details retrieved successfully in Pabbly Connect.

5. Adding Customers to LeadSquared CRM

With the customer details now available in Pabbly Connect, the final step is to add these details to LeadSquared CRM. For this, add another action step and select ‘LeadSquared’ as the app. Choose ‘Create New Lead’ as the action event.

Connect your LeadSquared account by entering the required API keys. Map the customer details retrieved from Instamojo to the corresponding fields in LeadSquared, such as first name, last name, email, and phone number.

Ensure to separate first and last names if they are not already split. Click on ‘Save and Send Test Request’ to confirm the lead is added successfully.

Once confirmed, your automation is complete, and every time a payment is received via Instamojo, the customer will be automatically added to LeadSquared CRM through Pabbly Connect.

Conclusion

This tutorial outlined how to use Pabbly Connect to automatically add customers to LeadSquared CRM when payments are made through Instamojo. With these steps, you can streamline your customer management process efficiently.